The PBR1000 December 2021 Snapshots Analytics

January 17, 2022 by

The PBR1000 December 2021 Snapshots Analytics

Stocks PBR1000 PBR25 Investing Analytics

Empowering Astute Business Leaders and Shrewd Investors Through The PBR1000 Analytics!

By Larry C. Paxton

The PBR1000 Snapshots

December 2021 Analytics Summary
Last 
12 Months
Ending
Year 2019 2020 October 2021* 
The PBR1000 Total Revenues(Trillions) 15.233 14.828 15.271
  Percent Change -2.66% 2.99%
Total Profits(Trillions) 1.303 0.837 0.990
  Percent Change -35.76% 18.28%
Average Profits to Revenues 8.55% 5.64% 6.48%
Average Earnings Per Share $4.23 $2.03 $2.61
  Percent Change -52.01% 28.57%
Assets(Trillions) 47.605 53.144 53.537
Stockholders Equity 9.291 9.631 9.796
Equity/Assets 19.52% 18.12% 18.30%
Number of Companies Paying Dividends 701 700 681
  Total Annual Dividends 1,236.25 1,205.88 1,144.29
  Average Annual Dividend/Company 1.76 1.72 1.68
  Percent Change -2.32% -2.46%
Number of Employees(Millions) 36.469 36.662 37.154
  Percent Change 0.53% 1.34%
12/31/19 12/31/20 12/31/21
The PBR1000 Total of Stock Prices 97,247.20 112,417.23 141,554.42
  12 Months Percent Change 15.60% 25.92%
  DJIA 28,538.44 30,606.48 36,338.30
  Percent Change 7.25% 18.73%
  NASDAQ 8,972.60 12,888.28 15,644.97
  Percent Change 43.64% 21.39%
  S&P500 3,230.78 3,756.07 4,766.18
  Percent Change 16.26% 26.89%
Total Market Capitalization(Trillion $) 30.25 36.54 45.72
  Percent Change 20.79% 25.12%
Analyst Estimates 12/31/19 12/31/20 12/31/21
Total Number of Analyst Estimates 14,922 15,176 15,869
Number of Companies by Estimate:
  Buy(>4.50 to 5.00 Weighted Average) 108 148 155
  Overweight (>3.50 to 4.50) 538 547 615
  Hold (>2.50 to 3.50) 311 273 204
  Underweight (>1.50 to 2.50) 32 23 24
  Sell (1.00 to 1.50) 6 5 1
  No Estimate 5 4 1
    Totals 1,000 1,000 1,000
  Average Weighted Estimate 3.81/5.00 3.90/5.00  3.97/5.00 

PBRMarketTools reviews summaries from the most recently released The PBR1000 Snapshots and those from one and two calendar years earlier to produce some analytics to help understand what is happening in this unique set of companies. This is the December 2021 edition.

*Note: All companies on The PBR1000 with a fiscal year ending October 2021 filed their annual 10-K reports with the US Securities and Exchange Commission by December 31, 2021, from which most of this financial data is derived.

Some observations:

Revenues: Retailers, hospitality, and travel related industries have been significantly adversely affected during the pandemic. On the other hand e-commerce, communications technologies, and healthcare industries were beneficiaries. The bottom line is that revenues fell only 2.69% from 2019 to 2020, but for the last 12 months through October 2021 indications are that a recovery is in progress. But profits, earnings per share, and to some extent dividends were significantly impacted. While there were negative and positive shifts in revenues, the bottom line is that it was almost a wash. Of course, these numbers and analytics reflect The PBR1000, the largest publicly held corporations in the US. Smaller businesses certainly were much more affected.

Stock Market: The stock market, which was in a long term bull market, took some big hits at the beginning of the pandemic. But as the analytics show, the recovery was also very dramatic, one of the best years for equities investors. The Average Weighted Analyst Estimates shows an uptick and there was a nice growth in the number of Buy stocks.

Some Conclusions:

There was a shift and rebalancing of revenues in The PBR1000, with the total effect much less dramatic than for most smaller and midsize businesses.

The initial panic over the pandemic had a big effect on the stock market, but it recovered quite nicely. As industries that were the most negatively affected recover there should continue to be significant growth opportunities as the “new normal” sets in, the economy should have robust growth, the usual profits and earnings per share levels will return, and The Stock Market Bull should continue to dominate. The new caveats are recent supply logistics challenges, plentiful jobs available but not being filled, possible impacts of future COVID-19 variants, unpredictability of climate change, other unforeseen natural disasters, the takeover of the White House by a small well-trained group of Maori warriors, an accidental start of a nuclear war, Tom Brady and LeBron James retiring from professional sports, a large undetected rogue asteroid striking earth, an attack by extraterrestrial forces, an unexpected explosion of the sun, and the second coming of Jesus Christ, to name just a few.

More Resources:

Check out the BLOG page for the previous RECAPS, RESEARCH and SNAPSHOTS posts.

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PBRMarketTools Info:

If you are not a current The PBR1000 or The PBR25 Subscriber go to the Subscribe page for more information and to get our latest research and monthly snapshots.

Please use the Contact Us page if you are not on our email list or have questions about The PBR1000, The PBR25 Top Buy Stocks, The PBRMarketTools US Economic Indices or the Customization Services we provide. We appreciate your comments and suggestions!

The PBR1000:

PBRMarketTools.com provides The PBR1000, a compilation of 1,000 of the largest publicly held companies with primary operations in the US. These companies generate $15 trillion in annual revenues, more than all other US companies combined. The PBR1000 Monthly Snapshots provides these 1,000 companies in Excel format, includes 15 worksheets with 28 rankings, over 200 data/information points, hotlinks to key data, and important news items per company.

Disclaimers: The research PBRMarketTools.com provides is compiled from a variety of publicly available resources. As such, PBRMarketTools.com is not responsible for the data itself. Any liability for the representations or decisions based on the data is solely the responsibility of the authorized user, not PBRMarketTools.com, its employees or affiliates. PBRMarketTools.com is an independent business intelligence service providing news, data, and analysis. We provide information only and it should not be regarded as recommendations or advice. PBRMarketTools.com is not a financial advisory or stock brokerage firm and has no affiliation with such organizations.

This business intelligence report is provided by: 

Empowering Astute Business Leaders and Shrewd Investors
Through The PBR1000 Analytics!

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The PBR25 Top Buy Stocks August 2020 12 Month Report Card

September 8, 2021 by

The PBR25 Top Buy Stocks August 2020 12 Month Report Card

Stocks PBR25 PBR1000 Report Card Subscribe

The PBR25 Top Buy Stocks for August 2020, exceeded forecast and the US major stock indices, so gets an A.

By Larry C. Paxton

Welcome to The August 2020 The PBR25 Top Buy Stocks 12 Month Report Card.

As investors we count on professional stock analysts to provide comprehensive and diligent research to come up with their best take on how stocks will perform over the next 12 months. We then use that information to help us make stock buy, hold and sell decisions.

The PBR25 Premise

The premise of The PBR25 is that there is a high probability of success for stock investing when a large enough number professional stock analysts through their extensive research determine that a stock is a “Buy” and also forecasts a significant return over the next 12 months. PBRMarketTools assigns a Report Card grade based on how the professional stock analysts did.

Last 12 Months Influences

It is difficult to forecast a result with much accuracy over a 12 month period. For example, the primary impact in August 2020 was the continuing COVID-19 pandemic. The world, including the US, was deep into the COVID-19 pandemic, which created a lot of unemployment, affected many economic sectors like hospitality and travel services, closed schools, forced people to work from home, and much more. There was also a very contentious US Presidential election process going on. There are a lot more factors, but this is not meant to be an opinions post. It is a piece focused on the review of the recommendations stock analysts came up with at the end of August 2020 and the actual results 12 months later at the end of August 2021. PBRMarketTools is calling this a Report Card.

For this August 2020 Report Card we used stock data and forecasts from September 1, 2020, and compare it to August 31, 2021.

Creating The PBR25 Top Buy Stocks List for August 2020

The starting point is the prestigious The PBR1000 US Public Companies, produced monthly by PBRMarketTools. To be included in The PBR1000 the 1,000 companies must meet the following criteria:

  • The companies must be publicly traded on the NYSE, NYSE American or NASDAQ stock exchanges, with a very few temporarily trading on the Over-The-Counter market because they are transitioning from bankruptcy.
  • They must be headquartered in the US or have primary operations in the US.
  • They must have generated at least $1 billion in revenues in their most recent full fiscal year.
  • They must file an annual 10-K form with the US Securities and Exchange Commission in US dollars
  • Each of the 1,000 companies is given a primary ranking based on revenues, with the company having the highest revenue amount ranked 1(currently Walmart). There are 27 secondary rankings in The PBR1000 based on other criteria as well.

Each month the 12 month estimates and recommendations by stock analysts are updated on The PBR1000. The PBR25 Top Buy Stocks list for August 2020 was then created using the following process:

  • At any point in time The PBR1000 has around 15,000 stock analyst recommendations.
  • The PBR1000 is sorted several times to come up with The PBR25 Top Buy Stocks, made up of stocks that are rated a “Buy” by analysts, have a 12 Month Targeted % Change of at least +20%, and have at least 10 “Buy” recommendations.

Actual Results for The PBR25 Top Buy Stocks for August 2021

  • Two energy related companies, Concho Resources, ranked 3 on the August 2020 PBR25, and Parsley Energy, ranked 6, were acquired in January, 2021. While the analysis is based on all 25 companies, the Actual Stock Price used was for the last business day of the last full month they traded.

Following is a table of characteristics and 12 month actual results for the The PBR25 Top Buy Stocks on September 1, 2020, which we are calling the August report.

The PBR25 Top Buy Stocks on 09/01/20

12 Month Report Card
Total Companies 25
Low Weighted Average 4.56/5.00
High Weighted Average 5.00/5.00
Average Weighted Average 4.73/5.00
Market Capitalization Low($B) 2.43
Market Capitalization High($B) 66.52
Total Market Capitalization($B) 461.07
Total NYSE Companies 24
Total NASDAQ Companies 1
12 Month 12 Month
Forecast for Actual
09/01/20 08/31/21 08/31/21
Low Stock Price 9.53 12.11 16.39
High Stock Price 177.72 235.84 233.01
Total of Stock Prices 1,567.38 2,082.24 2,206.74
Total Stock Price Change 514.86 639.36
Percent Change 32.85% 40.79%
DJIA Percent Change 23.44%
NASDAQ Percent Change 27.80%
S&P500 Change 28.24%
Lowest Change 21.26% -10.49%
Highest Change 58.48% 130.90%
Total Exceeding Forecast(Out of 25) 12
Total with >0% Return 24

Conclusions, Observations, Validations and Realities

  • If you had bought 1 share each of The PBR25 Top Buy Stocks at the closing price on September 1, 2020, you would have achieved a +40.79% gain 12 months later at the close on Augusty 31, 2021, higher than the 32.85% estimate and  an excellent return. Also, it exceeded the returns on the DJIA, NASDAQ, and S&P500 indices. For this reason The August 2020 The PBR25 gets an ‘A’ on its 12 month Report Card.
  • It is difficult to forecast out 12 months with any great accuracy, there are just too many variables and uncertainties.
  • However, it does demonstrate that The PBR25 Top Buy Stocks is a valid methodology and process for that particular month.
  • Our demonstration account, called The Charlie Fund, uses the popular “Buy & Hold with Consistent Monthly Investment Strategy” with the monthly The PBR25 Top Buy Stocks as the primary research tool. For the 12 Month Report Card period it achieved a greater than 50% return, a further validation of the methodology.
  • There are no guarantees! The reality is that there will always be ups and downs in the stock market and people make stocks buy, hold and sell decisions based on a wide range logical and emotional criteria, input from knowledgeable hard-working experts and well meaning friends, and if the sky is blue today. But the historical data is pretty convincing that stocks will trend up at an above average investment rate over the long haul.

Additional Information

  • The details of this summary, including company names and the over 200 fields of information for each company, were extracted from the updated The PBR25 Top Buy Stocks MS-Excel worksheet for August 2021, and has been distributed to The PBR25 Top Buy Stocks Subscribers for their personal use and further research
  • The next 12 Month Report Card will be for September 2020, and should be available early to mid October, 2021.
  • For characteristics of the most recent monthly The PBR25 Top Buy Stocks go to The PBR25 Top Buy Stocks information page.

The PBR25 Top Buy Stocks Report Cards Historical Review
Stock Price 12 Month 12 Month
Report Card Actual Date Forecast Actual
December 2019(12/31/19) 12/31/20 13.59% 34.70%
January 2020(02/04/20) 01/29/21 16.59% 33.92%
February 2020(02/28/20) 02/26/21 27.69% 42.66%
March 2020(03/31/20) 03/31/21 28.96% 53.35%
April 2020(05/01/20) 04/30/21 16.16% 50.18%
May 2020(05/29/20) 05/28/21 9.89% 37.80%
June 2020(07/02/20) 07/02/21 30.88% 47.08%
July 2020(07/30/20) 07/31/21 33.61% 37.77%
August 2020(09/01/20) 08/31/21 32.85% 40.79%

We are always interested in your feedback, which you can provide on the Contact Us page.

Not a The PBR25 Monthly Top Buy Stocks subscriber yet? Check out The PBR25 Information Page.

PBRMarketTools.com provides The PBR1000, a compilation of 1,000 of the largest publicly held companies with primary operations in the US. These companies generate $15 trillion in annual revenues, more than all other US companies combined. The PBR1000 Monthly Snapshots provides these 1,000 companies in Excel format, includes 15 worksheets with 28 rankings, over 200 data/information points, hotlinks to key data, and important news items per company. The monthly The PBR25 Top Buy Stocks is a subset of the monthly The PBR1000 and is available as a separate monthly or annual subscription.

Disclaimers: The PBR1000 is compiled from a variety of publicly available resources. As such, PBRMarketTools.com is not responsible for the data itself. Any liability for the representations or decisions based on the data is solely the responsibility of the authorized user, not PBRMarketTools.com, its employees or affiliates. PBRMarketTools.com is an independent business intelligence service providing news, data, and analysis. It is not a financial advisory or stock brokerage firm and has no affiliation with such organizations. Any opinions expressed should not be regarded as recommendations or advice.

Empowering Shrewd Investors Through The PBR1000 Analytics!

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The PBR25 Top Buy Stocks on 08/31/21 Summary

September 1, 2021 by

The PBR25 Top Buy Stocks for Investing!

Investing Stocks PBR25 PBR1000

Each month PBRMarketTools provides a list of 25 top buy stocks candidates, called The PBR25, in which to consider investing.

The PBR25 Top Buy Stocks on 08/31/21 Summary
Average Recommendations Range : 4.51 to 5.00, Average 4.68, Median 4.71
Range of Number of Recommendations : 12 to 42, Average 24, Median 23
Range of Number of Buy Recommendations : 10 to 34, Average 19, Median 18
Estimated 12 Month Return Range : 26.73% to 70.96%, Average 34.61%, Median 33.04% 
Number of Companies on the NYSE : 19
Number of Companies on the NASDAQ : 6
Range of Returns since 08/31/20(12 months) : -7.92% to +171.67%, Average +26.82%, Median +44.78%
DJIA Return since 08/31/20 : 24.38%
NASDAQ Return since 08/31/20 : 29.59%
S&P500 Return since 08/31/20 : 29.21%
Stock Price Range : $8.85 to $356.96, Average $90.49, Median $57.35
Total The PBR25 Market Capitalization : $1,180.17 billion, Average $47.21 billion
Market Capitalization Range : $4.81 billion to $341.79 billion, Median $29.45 billion
Turnover : 15 companies remain from 07/30/21, 10 new

The PBR25 is a great timesaver for evaluating investing in highly rated stocks for your portfolio and available for a very affordable investment.

The PBR25 is a subset of our popular and more comprehensive The PBR1000, which is made up of

  • publicly held companies
  • that trade on a major US stock exchange,
  • have annual revenues of at least $1 billion,
  • file annual 10-K reports with the US Securities and Exchange Commission(SEC),
  • and have headquarters or primary operations in the US.

The PBR1000 companies combined generate over 50% of all goods and services revenues in the US.

The PBR25 contains on a single page in PDF format key information on 25 stocks  which highly regarded analysts have given a “Buy” recommendation. The PBR25 is based on around 15,000 analyst recommendations. You will also get the MS-Excel records for all 25 Buy recommendations plus the over 200 data points and hotlinks to critical information from The PBR1000 master data set. It is an invaluable tool for researching high probability of success investing opportunities.

The PBR25 is created each month by sorting The PBR1000 by Analyst Recommendation and then by total number of recommendations. The top 25 with a Buy recommendation are selected and sorted by the Estimated 12 Month Return. On a 1-5 basis, a Buy recommendation has a weighted average greater than 4.50.

Data on the PDF report includes: Rank By Estimated 12 Month Return; Company Name; Last Fiscal Year Earnings Per Share; Last Fiscal Year Dividend; End of Previous Month Stock Price; Trading Symbol; Stock Exchange;  Average 12 Month Analyst Target Stock Price; Estimated 12 Month % Return; Analysts Overall Recommendation; Number of Analyst Recommendations for Buy, Outperform, Hold, Underperform, and Sell; Recommedation Weighted Average; Stock Price % Change from the previous month, last 24 months, past 60 months, and; Market Capitalization. It also includes the DJIA, NASDAQ, and S&P500 indexes for comparison purposes.

When you sign up you will be directed to a download for the current issue printable PDF version of The PBR25, which will also be emailed to you, along with the MS-Excel version, which you can then customize for your own personal evaluations. Subsequent issues will be emailed to you a few days after the last day of each month for 12 months, both in PDF and MS-Excel formats.

Here’s the order information for a monthly or discounted annual option:

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Thank you for your order, we look forward to providing helpful independent stock market research that contributes to your investing success!

Have questions? Please use the Contact Us page.

Disclaimer: PBRMarketTools is an independent provider of business and markets news, data, and analytics only. It is not affiliated with any financial service, financial advisory firm or stock brokerage company. Our research analytics are not to be regarded as recommendations or advice.

PBR1000 Investing Investors

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The PBR1000 July 2021 Snapshots Analytics

August 17, 2021 by

The PBR1000 July 2021 Snapshots Analytics

Stocks PBR1000 PBR25 Investing Analytics

Empowering Astute Business Leaders and Shrewd Investors Through The PBR1000 Analytics!

By Larry C. Paxton

PBRMarketTools reviews summaries from the most recently released The PBR1000 Snapshots and those from one and two calendar years earlier to produce some analytics to help understand what is happening in this unique set of companies. This is the July 2021 edition.

The PBR1000 Snapshots

July 2021 Analytics Summary
Last 
12 Months
Calendar Calendar Ending
Year 2019 2020 May 2021* 
The PBR1000 Total Revenues(Trillions) $15.263 $14.850 $14.966
  Percent Change -2.71% 0.78%
Total Profits(Trillions) $1.303 $0.828 $0.833
  Percent Change -36.45% 0.60%
Average Profits to Revenues 8.54% 5.58% 5.56%
Average Earnings Per Share $4.26 $1.98 $2.02
  Percent Change -53.52% 2.02%
Assets(Trillions) $47.655 $53.184 $53.336
Stockholders Equity(Trillions) $9.308 $9.625 $9.666
Equity/Assets 19.53% 18.10% 18.12%
Number of Companies Paying Dividends 711 710 697
  Total Annual Dividends $1,223.60 $1,217.34 $1,185.66
  Average Annual Dividend/Company $1.72 $1.71 $1.70
  Percent Change -0.37% -0.79%
Number of Employees(Millions) 36.471 36.541 36.863
  Percent Change 0.19% 0.88%
12/31/19 12/31/20 07/31/21
The PBR1000 Total of Stock Prices  97,682.52 112,233.86 134,878.47
  12 Months Percent Change 14.90% 20.18%
DJIA 28,538.44 30,606.48 34,935.47
  Percent Change 7.25% 14.14%
NASDAQ  8,972.60 12,888.28 14,672.68
  Percent Change 43.64% 13.85%
S&P500 3,230.78 3,756.07 4,395.26
  Percent Change 16.26% 17.02%
Total Market Capitalization( Trillion $) 30,178.32 36,286.97 42,712.64
  Percent Change 20.24% 17.71%

Analyst Estimates

 12/31/19 12/31/20 07/31/21
Total Number of Analyst Estimates 14,922 15,176 15,538
Number of Companies by Estimate:
  Buy(>4.50 to 5.00 Weighted Average) 108 148 146
  Overweight (>3.50 to 4.50) 538 547 603
  Hold (>2.50 to 3.50) 311 273 227
  Underweight (>1.50 to 2.50) 32 23 22
  Sell (1.00 to 1.50) 6 5 1
  No Estimate 5 4 1
    Totals 1,000 1,000 1,000
  Average Weighted Estimate 3.81/5.00 3.90/5.00  3.96/5.00 

*Note: Fiscal year ending May 2021 was the most recent month for which public corporations had to file annual 10-K reports with the US Securities and Exchange Commission from which most of this financial data is derived.

Some observations:

Revenues: Retailers, hospitality, and travel related industries have been significantly adversely affected during the pandemic. On the other hand e-commerce, communications technologies, and healthcare industries were beneficiaries. The bottom line is that revenues fell only 2.71% from 2019 to 2020, but for the last 12 months through May 2021 indications are that a recovery is in progress. But profits, earnings per share, and to some extent dividends were significantly impacted. While there were negative and positive shifts in revenues, the bottom line is that it was almost a wash. Of course, these numbers and analytics reflect The PBR1000, the largest publicly held corporations in the US. Smaller businesses certainly were much more affected.

Stock Market: The stock market, which was in a long term bull market, took some big hits at the beginning of the pandemic. But as the analytics show, the recovery was also very dramatic, one of the best years for equities investors. The Average Weighted Analyst Estimates shows an uptick and there was a nice growth in the number of Buy stocks.

Some Conclusions:

There was a shift and rebalancing of revenues in The PBR1000, with the total effect much less dramatic than for most smaller and midsize businesses.

The initial panic over the pandemic had a big effect on the stock market, but it recovered quite nicely. As industries that were the most negatively affected recover there should continue to be significant growth opportunities as the “new normal” sets in, the economy should have robust growth, the usual profits and earnings per share levels will return, and The Stock Market Bull should continue to dominate. The new caveats are based on possible impacts of COVID-19 variants, unpredictability of climate change, other unforeseen natural disasters, the takeover of the White House by a small well-trained group of Maori warriors, an accidental start of a nuclear war, Tom Brady and LeBron James retiring from professional sports, a large undetected rogue asteroid striking earth, an attack by extraterrestrial forces, an unexpected explosion of the sun, and the second coming of Jesus Christ, to name just a few.

PBRMarketTools Info:

If you are not a current The PBR1000 or The PBR25 Top Buy Stocks Subscriber go to the Subscribe page for more information and to get our latest research and monthly snapshots.

Please use the Contact Us page if you are not on our email list or have questions about The PBR1000, The PBR25 Top Buy Stocks, The PBRMarketTools US Economic Indices or the Customization Services we provide. We appreciate your comments and suggestions!

PBRMarketTools.com provides The PBR1000, a compilation of 1,000 of the largest publicly held companies with primary operations in the US. These companies generate $15 trillion in annual revenues, more than all other US companies combined. The PBR1000 Monthly Snapshots provides analytics on these 1,000 companies in Excel format, includes 15 worksheets with 28 rankings, over 200 data/information points, hotlinks to key data, and important news items per company.

Empowering Astute Business Leaders and Shrewd Investors
Through The PBR1000 Analytics!

Disclaimers: The PBR1000 is compiled from a variety of publicly available resources. As such, PBRMarketTools.com is not responsible for the data itself and the analytics that are derived from them. Any liability for the representations or decisions based on the data is solely the responsibility of the authorized user, not PBRMarketTools.com, its employees or affiliates. PBRMarketTools.com is an independent business intelligence service providing news, data, and analysis. We provide research, analytics and information only which should not be regarded as recommendations or advice. PBRMarketTools.com is not a financial advisory or stock brokerage firm and has no affiliation with such organizations.

This The PBR1000 business intelligence report is provided by: 

Copyright © 2021 by Pax Business Resources, LLC, All Rights Reserved.

Filed Under: Research Tagged With: , , , , , , , , , , , , , , , , ,

The PBR25 Top Buy Stocks for Investing on 07/30/21!

August 3, 2021 by

The PBR25 Top Buy Stocks for Investing!

Investing Stocks PBR25 PBR1000

Each month PBRMarketTools provides a list of 25 top buy stocks candidates, called The PBR25, in which to consider investing.

The PBR25 Top Buy Stocks on 07/30/21 Summary

– Average Recommendation: 4.69/5.00
– Average Recommendations Range: 4.52-5.00/5.00
– Average Number of Recommendations: 24
– Average Number of Buy Recommendations: 19
– Range of Number of Buy Recommendations: 11 to 41
– Average Estimated 12 Month Return: +29.0%
– Estimated 12 Month Return Range: +25.8% to +55.4%
– NYSE: 19 companies, NASDAQ: 6 companies
– Average Return since 07/31/20(12 months): +18.1%
– DJIA Return since 07/31/20: +32.2%
– NASDAQ Return since 07/31/20: +36.6%
– S&P500 Return since 07/31/20: +34.4%
– Stock Price Range: $9.86 to $3,327.59
– Total The PBR25 Market Capitalization: $2,493.19 billion
– Market Capitalization Range: $6.08 billion to $1,678.18 billion
– Turnover: 16 Buy stocks from the 07/02/21 list remain, 9 new ones were added

The PBR25 is a great timesaver for evaluating investing in highly rated stocks for your portfolio and available for a very affordable investment.

The PBR25 is a subset of our popular and more comprehensive The PBR1000, which is made up of

  • publicly held companies
  • that trade on a major US stock exchange,
  • have annual revenues of at least $1 billion,
  • file annual 10-K reports with the US Securities and Exchange Commission(SEC),
  • and have headquarters or primary operations in the US.

The PBR1000 companies combined generate over 50% of all goods and services revenues in the US.

The PBR25 contains on a single page in PDF format key information on 25 stocks  which highly regarded analysts have given a “Buy” recommendation. The PBR25 is based on around 15,000 analyst recommendations. You will also get the MS-Excel records for all 25 Buy recommendations plus the over 200 data points and hotlinks to critical information from The PBR1000 master data set. It is an invaluable tool for researching high probability of success investing opportunities.

The PBR25 is created each month by sorting The PBR1000 by Analyst Recommendation and then by total number of recommendations. The top 25 with a Buy recommendation are selected and sorted by the Estimated 12 Month Return. On a 1-5 basis, a Buy recommendation has a weighted average greater than 4.50.

Data on the PDF report includes: Rank By Estimated 12 Month Return; Company Name; Last Fiscal Year Earnings Per Share; Last Fiscal Year Dividend; End of Previous Month Stock Price; Trading Symbol; Stock Exchange;  Average 12 Month Analyst Target Stock Price; Estimated 12 Month % Return; Analysts Overall Recommendation; Number of Analyst Recommendations for Buy, Outperform, Hold, Underperform, and Sell; Recommedation Weighted Average; Stock Price % Change from the previous month, last 24 months, past 60 months, and; Market Capitalization. It also includes the DJIA, NASDAQ, and S&P500 indexes for comparison purposes.

When you sign up you will be directed to a download for the current issue printable PDF version of The PBR25, which will also be emailed to you, along with the MS-Excel version, which you can then customize for your own personal evaluations. Subsequent issues will be emailed to you a few days after the last day of each month for 12 months, both in PDF and MS-Excel formats.

Here’s the order information for a monthly or discounted annual option:

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Thank you for your order, we look forward to providing helpful independent stock market research that contributes to your investing success!

Have questions? Please use the Contact Us page.

Disclaimer: PBRMarketTools is an independent provider of business and markets news, data, and analytics only. It is not affiliated with any financial service, financial advisory firm or stock brokerage company. Our research analytics are not to be regarded as recommendations or advice.

PBR1000 Investing Investors

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The PBR1000 May 2021 Snapshots Analytics

June 18, 2021 by

The PBR1000 May 2021 Snapshots Analytics

Stocks PBR1000 PBR25 Investing Analytics

Empowering Astute Business Leaders and Shrewd Investors Through The PBR1000 Analytics!

PBRMarketTools reviews summaries from the most recently released The PBR1000 Snapshots and those from a year earlier and produces some analytics to help understand what is happening in this unique set of companies. This is the May 2021 edition.

 

The PBR1000 Snapshots May 2021 Analytics Summary

Financials
Year End Month May 2020 May 2021
Total Revenues(Trillions) $ 15.458 $ 14.941
  Percent Change in Revenues -3.34%
Total Profits(Trillions) $ 1.316 $ 0.819
  Average Profits to Revenues 8.51% 5.48%
Average Earnings Per Share $4.32 $1.96
  Percent Change -54.62%
Assets(Trillions) $ 45.127 $ 53.321
Equity(Trillions) $ 8.834 $ 9.664
Equity/Assets 19.58% 18.12%
Companies Paying Dividends 719 699
  Total Annual Dividends  $ 1,255.45  $ 1,177.98
  Average Annual Dividend/Company  $ 1.7461  $ 1.6852
  Percent Change -3.49%

Stock Prices
The PBR1000 Stock Prices Index  $ 89,312.64  $ 132,482.42
  12 Months Percent Change 2.97% 48.34%
  DJIA 2.29% 36.03%
  NASDAQ 27.33% 44.88%
  S&P500 10.62% 38.10%

Market Capitalization
Total Market Capitalization(Trillions) $ 28.329 $ 41.125
  Percent Change 45.17%

Analyst Estimates
Number of Analyst Estimates 14,818 15,183
Number of Companies by Weighted Estimate
  Buy (>4.50 to 5.00) 120 158
  Overweight (>3.50 to 4.50) 544 574
  Hold (>2.50 to 3.50) 297 239
  Underweight (>1.50 to 2.50) 26 26
  Sell (1.00 to 1.50) 7 2
  No Estimate 6 1
    Totals 1,000 1,000
  Average Weighted Estimate 3.84 3.95

Some observations:

Revenues: Retailers, hospitality, and travel related industries were significantly adversely affected. On the other hand e-commerce, communications technologies, and healthcare industries were beneficiaries. The bottom line is that revenues fell only 3.34% from the 12 months ending May 2021. But profits, earnings per share, and to some extent dividends were significantly impacted. While there were negative and positive shifts in revenues, the bottom line is that it was almost a wash. Of course, these numbers and analytics reflect The PBR1000, the largest publicly held corporations in the US. Smaller businesses certainly were much more affected.

Stock Market: The stock market, which was in a long term bull market, took some big hits at the beginning of the pandemic. But as the analytics show, the recovery was also very dramatic, one of the best years for equities investors. The Average Weighted Analyst Estimates shows an uptick and there was a nice growth in number of Buy stocks.

Some Conclusions:

There was a shift and rebalancing of revenues in The PBR1000, with the total affect much less dramatic than for most smaller and midsize businesses.

The initial panic over the pandemic had a big effect on the stock market, but it recovered quite nicely. As industries that were the most negatively affected recover there should continue to be significant growth opportunities as the “new normal” sets in, the economy should have robust growth, and The Stock Market Bull should continue to dominate.

PBRMarketTools Info:

If you are not a current The PBR1000 or The PBR25 Subscriber go to the Subscribe page for more information and to get our latest research and monthly snapshots.

Please use the Contact Us page if you are not on our email list or have questions about The PBR1000, The PBR25 Top Buy Stocks, The PBRMarketTools US Economic Indices or the Customization Services we provide. We appreciate your comments and suggestions!

PBRMarketTools.com provides The PBR1000, a compilation of 1,000 of the largest publicly held companies with primary operations in the US. These companies generate $15 trillion in annual revenues, more than all other US companies combined. The PBR1000 Monthly Snapshots provides analytics on these 1,000 companies in Excel format, includes 15 worksheets with 28 rankings, over 200 data/information points, hotlinks to key data, and important news items per company.

Empowering Astute Business Leaders and Shrewd Investors
Through The PBR1000 Analytics!

Disclaimers: The PBR1000 is compiled from a variety of publicly available resources. As such, PBRMarketTools.com is not responsible for the data itself and the analytics that are derived from them. Any liability for the representations or decisions based on the data is solely the responsibility of the authorized user, not PBRMarketTools.com, its employees or affiliates. PBRMarketTools.com is an independent business intelligence service providing news, data, and analysis. We provide research, analytics and information only which should not be regarded as recommendations or advice. PBRMarketTools.com is not a financial advisory or stock brokerage firm and has no affiliation with such organizations.

This The PBR1000 business intelligence report is provided by: 

Copyright © 2021 by Pax Business Resources, LLC, All Rights Reserved.

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The PBR25 Top Buy Stocks April 2020 12 Month Report Card

May 20, 2021 by

The PBR25 Top Buy Stocks April 2020 12 Month Report Card

Stocks PBR25 PBR1000 Report Card Subscribe

The April 2020 ThePBR25 became ThePBR24, gets an ‘A’ for its 12 Month Report Card.

By Larry C. Paxton

Welcome to The April 2020 The PBR25 Top Buy Stocks 12 Month Report Card.

As investors we count on professional stock analysts to provide comprehensive and diligent research to come up with their best take on how stocks will perform over the next 12 months. We then use that information to help us make stock buy, hold and sell decisions.

The PBR25 Premise

The premise of The PBR25 is that there is a high probability of success for stock investing when a large enough number professional stock analysts through their extensive research determine that a stock is a “Buy” and also forecasts a significant return over the next 12 months. PBRMarketTools assigns a Report Card grade based on how the stock analysts did.

Last 12 Months Influences

Since April 2020 a lot has happened that was not predicted and not part of analyst estimates at that time:

  • The COVID-19 Pandemic: It had become a reality, governments were trying to adjust, pharmaceuticals were developing and starting the testing process of potential vaccines. COVID-19 cases and deaths were accelerating. There were still a lot of unknowns, the future uncertain. Lockdowns were occurring, companies were closing or downsizing. Small businesses, especially restaurants and bars were trying to figure out what to do. Communications methods had changed dramatically with applications like Zoom being used by workers and family and friends. Toilet paper was still difficult to find. Amazon and other e-commerce businesses were ramping up their logistics capabilities. Jobs were still being lost. 12 months later much of the economy has recovered, COVID-19 vaccines have been approved for emergency use and are becoming plentiful. In most developed countries the cases and death rates are starting to drop, but is still a major issue in some countries like India and Brazil. The US has had 3 major rounds of stimulus checks for most people, but that has also increased national debt significantly. Economic policies are cautiously being implemented and monitored. Masking policies are starting to be lifted as more of the populations are vaccinated. There is a strong sense of optimism. The pandemic is no longer the headline news each day.
  • In May 2020 George Floyd, a black man, died a very visible death with his neck under the knee of a policeman. Other similar types of incidents occurred as well. The response was a lot of  civil unrest. The policeman was convicted of all charges by a jury in April 2021, but racial inequality concerns are still very present.
  • There was a very contentious 2020 US Presidential campaign that exacerbated how fractured the US is politically. New President Biden has been in office for a few months now, there seems to be a general sense of acceptance, and certainly the political environment has become a lot less volatile.

There is a lot more that can be said, but this is not meant to be an opinions post. It is a piece focused on the review of the recommendations stock analysts came up with at the end of March 2020 and the actual results 12 months later at the end of April 2021. PBRMarketTools is calling this a Report Card.

Creating The PBR25 Top Buy Stocks List for April 2020

The starting point is the prestigious The PBR1000, produced monthly by PBRMarketTools. To be included in The PBR1000 the 1,000 companies must meet the following criteria:

  • The companies must be publicly traded on the NYSE, NYSE American or NASDAQ stock exchanges, with a very few temporarily trading on the Over-The-Counter market because they are transitioning from bankruptcy.
  • They must be headquartered in the US or have primary operations in the US.
  • They must have generated at least $1 billion in revenues in their most recent full fiscal year.
  • They must file an annual 10-K form with the US Securities and Exchange Commission in US dollars
  • Each of the 1,000 companies is given a primary ranking based on revenues, with the company having the highest revenue amount ranked 1(currently Walmart). There are 27 secondary rankings in The PBR1000 based on other criteria as well.

Each month the 12 month estimates and recommendations by stock analysts are updated on The PBR1000. The PBR25 Top Buy Stocks list for April 2020 was then created using the following process:

  • At any point in time The PBR1000 has around 15,000 stock analyst recommendations.
  • The PBR1000 was sorted by stock analyst recommendations.
  • Those stocks rated a “Buy” were then further sorted by the number of “Buy” recommendations.
  • For April 2020 a cut off of at least 12 “Buy” recommendations was then sorted by each stock’s weighted average, with a Buy being worth 5 points, Overweight 4 points, Hold 3 points, Underweight 2 points and Sell 1 point. The maximum weighted average is 5.00. For a stock to achieve a “Buy” recommendation its weighted average must be greater than 4.50.
  • The PBR25 Top Buy Stocks list was finalized by doing a descending sort by the weighted averages.

Characteristics of The PBR25 Top Buy Stocks for April 2020

  • The PBR25 data for April 2020 is from May 1, 2020
  • Revenue rankings were from 2(Amazon) to 897(Parsley Energy, which was acquired in January, 2021. Magellan Midstream Partners was the next lowest, ranked at 778.)
  • Market capitalization(company stock value) ranged from $3.53 billion(OneMain Holdings) to $1,349.54 billion(Microsoft). Total market capitalization for all The PBR25 Top Buy Stocks was $4,352.46 billion
  • Weighted averages ranged from 4.65 to 5.00, the average was 4.74, on the 5.00 scale.
  • 16 companies traded on the NYSE and 8 companies on NASDAQ
  • 5 companies were energy related companies, 8 companies were technology related companies, 3 were financial services companies, 3 were retailers, 3 were healthcare related services, 1 was a food services company, 1 was a chemicals company, 1 was construction related.
  • Per share stock prices on 05/01/20 ranged from $13.70 to $2,286.04. The total for all 24 of the 25 stocks used was $6,097.46.
  • 12 month targeted stock prices ranged from $16.96 to $2,651.00. The total for all 24  stocks used was $7,083.07
  • The total average forecasted 12 month change was +$985.61, for a percent change of +16.16%

Actual Results for The PBR25 Top Buy Stocks for March 2021

  • The 12 months of data are from Friday, May 1, 2020, and Friday, April 30, 2021.
  • One energy related company, Parsley Energy, was acquired in January, 2021. This analysis is based on the 24 remaining companies.
  • Per share stock prices on 04/30/21 ranged from $20.08 to $3,467.42. The total for all 24 stocks used was $9,156.94.
  • The 12 month actual difference was +$3,059.48, for a +50.18% change
  • Actual 12 month change ranged from -4.97%(a healthcare services company) to +176.35%(an energy services related company), the median was +33.72%.
  • 16 companies exceeded the forecasted 12 month average change, 8 companies did not
  • 23 companies had a positive gain, only 1 company had a loss.
  • 3 of the 8 companies that did not meet the forecast were energy related
  • The PBR25 Top Buy Stocks achieved a +50.18% gain over the 12 months which compares favorably against the 3 major US stock indices which had the following results: DJIA +42.79%, NASDAQ +62.26%, S&P500 +47.71%.

Conclusions, Observations, Validations and Realities

  • If you had bought 1 share each of The PBR25 Top Buy Stocks at the closing price on May 1, 2020, you would have achieved a +50.18% gain at the close on April 30, 2021, over three times the estimate and  an excellent return. For this reason, The April 2020 The PBR25 gets an ‘A’ on its 12 month Report Card.
  • The stock analysts +33.72% median result was above the forecasted +16.16% 12 month target, but there was a very wide fluctuation on both sides of the median
  • It is difficult to forecast out 12 months with any great accuracy, there are just too many variables and uncertainties, but it can be useful and helpful in providing some guidance
  • It does demonstrate that The PBR25 Top Buy Stocks is a valid methodology and process for that particular month.
  • Our demonstration account, called The Charlie Fund, uses the popular “Buy & Hold with Consistent Monthly Investment Strategy” with the monthly The PBR25 Top Buy Stocks as the primary research tool. It achieved a +46.62% return in 2020, a further validation of the methodology.
  • There are no guarantees! The reality is that there will always be ups and downs in the stock market and people make stocks buy, hold and sell decisions based on a wide range logical and emotional criteria, input from knowledgeable hard-working experts and well meaning friends, and if the sky is blue today. But the historical data is pretty convincing that stocks will trend up at an above average investment rate over the long haul.

Additional Information

  • The details of this summary, including company names and the over 200 fields of information for each company, were extracted from the updated The PBR25 Top Buy Stocks MS-Excel worksheet for March 2020, and has been distributed to The PBR25 Top Buy Stocks Subscribers for their personal use and further research
  • The next 12 Month Report Card will be for April 2020, and should be available between mid to late May 2021.
  • For characteristics of the most recent monthly The PBR25 Top Buy Stocks go to The PBR25 Top Buy Stocks information page.

We are always interested in your feedback, which you can provide on the Contact Us page.

PBRMarketTools.com provides The PBR1000, a compilation of 1,000 of the largest publicly held companies with primary operations in the US. These companies generate $15 trillion in annual revenues, more than all other US companies combined. The PBR1000 Monthly Snapshots provides these 1,000 companies in Excel format, includes 15 worksheets with 28 rankings, over 200 data/information points, hotlinks to key data, and important news items per company. The monthly The PBR25 Top Buy Stocks is a subset of the monthly The PBR1000 and is available as a separate monthly or annual subscription.

Disclaimers: The PBR1000 is compiled from a variety of publicly available resources. As such, PBRMarketTools.com is not responsible for the data itself. Any liability for the representations or decisions based on the data is solely the responsibility of the authorized user, not PBRMarketTools.com, its employees or affiliates. PBRMarketTools.com is an independent business intelligence service providing news, data, and analysis. It is not a financial advisory or stock brokerage firm and has no affiliation with such organizations. Any opinions expressed should not be regarded as advice.

Empowering Shrewd Investors Through The PBR1000 Analytics!

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The PBR1000 Summary: ContextLogic(NASDAQ: WISH)

May 19, 2021 by
Wish ContextLogic Ecommerce PBR1000

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The PBR1000 US Public Companies Summary:

ContextLogic(NASDAQ: WISH)

Business Description: “Founded in 2010 and headquartered in San Francisco, ContextLogic(NASDAQ: WISH) is one of the largest and fastest growing global ecommerce platforms, connecting millions of value-conscious consumers in over 100 countries to more than half a million merchants around the world. Wish combines technology and data science capabilities and an innovative discovery-based mobile shopping experience to create a highly-visual, entertaining, and personalized shopping experience for its users.”

Business Name: ContextLogic Inc.
Ticker: NASDAQ: WISH
Fiscal Year Ending Month: December

Stock Price and Analyst Estimates for WISH as of 07/23/21:

  • Stock Price: $9.18
  • Average 12 Month Stock Price Target: $17.10
  • Estimated 12 Month Change: +86.27%
  • Analysts Recommendation: Overweight, 4.27/5.00, based on 11 estimates

Some of the 28 Current The PBR1000 Rankings for WISH on 07/23/21:

  • 774 By Annual Revenues: $2.541 billion(12/31/20)
  • 585 By Market Capitalization: $8.15 billion(06/30/21)
  • 867 By Assets: $2.397 billion(12/31/20)
  • 971 By Employees: 875(12/31/20)

To get the complete profile for WISH and for all 1,000 of The PBR1000 click here!

On July 2, 2021, WISH was not on The PBR25 Top Buy Stocks. To find out who is click here!

PBRMarketTools.com provides The PBR1000, a compilation of 1,000 of the largest publicly held companies with primary operations in the US. These companies generate $15 trillion in annual revenues, more than all other US companies combined. The PBR1000 Monthly Snapshots provides these 1,000 companies in Excel format, includes 15 worksheets with 28 rankings, over 200 data/information points, hotlinks to key data, and important news items per company.

Empowering Astute Business Leaders and Shrewd Investors
Through The PBR1000 Analytics!

Disclaimers: The PBR1000 is compiled from a variety of publicly available resources. As such, PBRMarketTools.com is not responsible for the data itself. Any liability for the representations or decisions based on the data is solely the responsibility of the authorized user, not PBRMarketTools.com, its employees or affiliates. PBRMarketTools.com is an independent business intelligence service providing news, data, and analysis. PBRMarketTools.com research should not be regarded as recommendations or advice. PBRMarketTools.com is not a financial advisory or stock brokerage firm and has no affiliation with such organizations.

This The PBR1000 Spotlight is provided by: 

Copyright © 2021 by Pax Business Resources, LLC, All Rights Reserved. 

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The PBR25 Top Buy Stocks March 2020 Report Card

April 25, 2021 by

The PBR25 Top Buy Stocks March 2020 Report Card

Stocks PBR25 PBR1000 Report Card Subscribe

The March 2020 ThePBR25 became ThePBR24, gets an ‘A’ for its 12 Month Report Card.

By Larry C. Paxton

Welcome to The March 2020 The PBR25 Top Buy Stocks 12 Month Report Card.

As investors we count on professional stock analysts to provide comprehensive and diligent research to come up with their best take on how stocks will perform over the next 12 months. We then use that information to help us make stock buy, hold and sell decisions.

The PBR25 Premise

The premise of The PBR25 is there is a high probability of success for stock investing when a large enough number professional stock analysts through their extensive research determine that a stock is a “Buy” and also forecasts a significant return over the next 12 months. PBRMarketTools assigns a Report Card grade based on how the stock analysts do.

Last 12 Months Influences

Since March 2020 a lot has happened that was not predicted and not part of their analysis at that time:

  • The world and the US were starting to understand the severity and effect of the COVID-19 Pandemic. Economies were struggling, a significant number of jobs were lost, and countries were starting to go into lockdown mode. 12 months later vaccines have been approved, production and distribution issues have been mostly worked out, and vaccinations are occurring at an accelerating rate. Nevertheless, cases continue to grow, and variants are showing up. However, in the US there is a growing sense of optimism that a full economic recovery is on the way.
  • In May 2020 George Floyd, a black man, died a very visible death with his neck under the knee of a policeman. Other similar types of incidents occurred as well. The response was a lot of  civil unrest. While issues and concerns remain, the policeman was convicted of all charges by a jury in April 2021.
  • There was a very contentious 2020 US Presidential campaign that exacerbated how fractured the US is politically. New President Biden has been in office for a few months now, there seems to be a general sense of acceptance, and certainly the political environment has become a lot less volatile.

There is a lot more that can be said, but this is not meant to be an opinions post. It is a piece focused on the review of the recommendations stock analysts came up with at the end of March 2020 and the actual results 12 months later at the end of March 2021. PBRMarketTools is calling this a Report Card.

Creating The PBR25 Top Buy Stocks List for March 2020

The starting point is the prestigious The PBR1000, produced monthly by PBRMarketTools. To be included in The PBR1000 the 1,000 companies must meet the following criteria:

  • The companies must be publicly traded on the NYSE, NYSE American or NASDAQ stock exchanges, with a very few temporarily trading on the Over-The-Counter market because they are transitioning from bankruptcy.
  • They must be headquartered in the US, or have primary operations in the US.
  • They must have generated at least $1 billion in revenues in their most recent full fiscal year.
  • They must file an annual 10-K form with the US Securities and Exchange Commission in US dollars
  • Each of the 1,000 companies is given a primary ranking based on revenues, with the company having the highest revenue amount ranked 1(currently Walmart). There are 27 secondary rankings in The PBR1000 based on other criteria as well.

Each month the 12 month estimates and recommendations by stock analysts are updated on The PBR1000. The PBR25 Top Buy Stocks list for March 2020 was then created using the following process:

  • At any point in time The PBR1000 has around 15,000 stock analyst recommendations.
  • The PBR1000 was sorted by stock analyst recommendations.
  • Those stocks rated a “Buy” were then further sorted by the number of “Buy” recommendations.
  • For March 2020 a cut off of at least 14 “Buy” recommendations was then sorted by each stock’s weighted average, with a Buy being worth 5 points, Overweight 4 points, Hold 3 points, Underweight 2 points and Sell 1 point. The maximum weighted average is 5.00. For a stock to achieve a “Buy” recommendation its weighted average must be greater than 4.50.
  • The PBR25 Top Buy Stocks list was finalized by doing a descending sort by the weighted averages.

Characteristics of The PBR25 Top Buy Stocks for March 2020

  • The PBR25 data for March 2020 is from March 31, 2020
  • Revenue rankings were from 2(Amazon) to 897(Parsley Energy, which was acquired during the following 12 months. Diamondback Energy was the next lowest, ranked at 608.)
  • Market capitalization(company stock value) ranged from $2.72 billion(OneMain Holdings) to $1,218.72 billion(Microsoft). Total market capitalization for all The PBR25 Top Buy Stocks was $4,663.03 billion
  • Weighted averages ranged from 4.89 to 4.69, the average was 4.75, on the 5.00 scale.
  • 16 companies traded on the NYSE and 8 companies on NASDAQ
  • 6 companies were energy related companies, 5 companies were technology related companies, 4 were financial services companies, 3 were retailers, 3 were healthcare related services, 1 was a food services company, 1 was a life sciences company, 1 was a real estate investment trust
  • Per share stock prices on 03/31/20 ranged from $10.50 to $1,949.72. The total for all 24 of the 25 stocks used was $5,921.33
  • 12 month targeted stock prices ranged from $20.44 to $3,049.08. The total for all 24  stocks used was $7,636.23
  • The total average forecasted 12 month change was +$1,714.93, for a percent change of +28.96%

Actual Results for The PBR25 Top Buy Stocks for March 2021

  • The data is from Wednesday, March 31, 2021
  • One energy related company, Parsley Energy, was acquired during the 12 month period. This analysis is based on the 24 remaining companies.
  • Per share stock prices on 03/31/21 ranged from $21.61 to $3,094.08. The total for all 24 stocks used was $9,080.21
  • The 12 month actual difference was +$3,158.88, for a +53.35% change
  • Actual 12 month change ranged from -13.43%(an energy company) to +180.96%(a financial services company), the median was +49.35%
  • 16 companies exceeded the forecasted 12 month average change, 8 companies did not
  • 24 companies had a positive gain, only 1 company had a loss
  • 3 of the 8 companies that did not meet the forecast were energy related
  • The PBR25 Top Buy Stocks achieved a +53.35% gain over the 12 months while the 3 major US stock indices had the following results: DJIA +50.48%, NASDAQ +72.04%, S&P500 +53.71%

Conclusions, Observations, Validations and Realities

  • If you had bought 1 share each of The PBR25 Top Buy Stocks at the closing price on March 31, 2020, you would have achieved a +53.35% gain at the close on March 31, 2021, an excellent return. For this reason, The March 2020 The PBR25 gets an ‘A’ on its 12 month Report Card.
  • The stock analysts +49.35% median result was above the forecasted +28.96% 12 month target, but there was a very wide fluctuation on both sides of the median
  • It is difficult to forecast out 12 months with any great accuracy, there are just too many variables and uncertainties, but it can be useful and helpful in providing some guidance
  • It does demonstrate that The PBR25 Top Buy Stocks is a valid methodology and process for that particular month.
  • Our demonstration account, called The Charlie Fund, uses the popular “Buy & Hold with Consistent Monthly Investment Strategy” with the monthly The PBR25 Top Buy Stocks as the primary research tool. It achieved a +46.62% return in 2020, a further validation of the methodology.
  • There are no guarantees! The reality is that there will always be ups and downs in the stock market and people make stocks buy, hold and sell decisions based on a wide range logical and emotional criteria, input from knowledgeable hard-working experts and well meaning friends, and if the sky is blue today. But the historical data is pretty convincing that stocks will trend up at an above average investment rate over the long haul.

Additional Information

  • The details of this summary, including company names and the over 200 fields of information for each company, were extracted from the updated The PBR25 Top Buy Stocks MS-Excel worksheet for March 2020, and has been distributed to The PBR25 Top Buy Stocks Subscribers for their personal use and further research
  • The next 12 Month Report Card will be for April 2020, and should be available between mid to late May 2021.
  • For characteristics of the most recent monthly The PBR25 Top Buy Stocks go to The PBR25 Top Buy Stocks information page.

We are always interested in your feedback, which you can provide on the Contact Us page.

PBRMarketTools.com provides The PBR1000, a compilation of 1,000 of the largest publicly held companies with primary operations in the US. These companies generate $15 trillion in annual revenues, more than all other US companies combined. The PBR1000 Monthly Snapshots provides these 1,000 companies in Excel format, includes 15 worksheets with 28 rankings, over 200 data/information points, hotlinks to key data, and important news items per company. The monthly The PBR25 Top Buy Stocks is a subset of the monthly The PBR1000 and is available as a separate monthly or annual subscription.

Disclaimers: The PBR1000 is compiled from a variety of publicly available resources. As such, PBRMarketTools.com is not responsible for the data itself. Any liability for the representations or decisions based on the data is solely the responsibility of the authorized user, not PBRMarketTools.com, its employees or affiliates. PBRMarketTools.com is an independent business intelligence service providing news, data, and analysis. It is not a financial advisory or stock brokerage firm and has no affiliation with such organizations. Any opinions expressed should not be regarded as advice.

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The PBR1000 March 2021 Analytics Summary

April 23, 2021 by

The PBR1000 March 2021 Analytics Summary

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Empowering Astute Business Leaders and Shrewd Investors Through The PBR1000 Analytics!

The 12 month timeframe from February, 2020, through January, 2021, covers the period from when the COVID-19 Pandemic took hold of the world, affecting everyone in a variety of ways. In this The PBR1000 Analytics Summary we look at the financial results and try to place it in perspective. The following table provides some of the data that highlights the effect of the pandemic.

12 Month Period 02/2019-01/2020 02/2020-01/2021
The PBR1000 Total Revenues $15.304 Trillion $14.919 Trillion
Percent Change               -2.52%
Average Profits to Revenues                +8.62%             +5.43%
Average Earnings Per Share                $4.24              $1.80
Number of Companies Paying Dividends                        716                      697
Total Dividends/Shares Paid           $ 1,233.85          $ 1,176.78
Average Annual Dividend /Share              $ 1.7233            $ 1.6883
     3/31/2019      3/31/2020
The PBR1000 Total of Stock Prices         $ 73,510.80       $ 124,713.97
12 Months Percent Change                -17.03%               69.65%
DJIA                -15.47%              50.48%
NASDAQ                 -0.38%              72.04%
SP500                 -8.81%               53.71%
Analyst Estimates      3/31/2019      3/31/2020
Total Number of Analyst Estimates                   14,724                   15,183
 Number of Buy Stocks (>4.50 to 5.00 Weighted Average)                        133                        155
 Overweight (>3.50 to 4.50)                       549                       550
Hold (>2.50 to 3.50)                       277                      264
Underweight (>1.50 to 2.50)                         27                        25
 Sell (1.00 to 1.50)                           8                          5
 No Estimate                           6                          1
Average Weighted Estimate                     3.88                    3.93
Total Market Capitalization   $ 24.390 Trillion  $ 38.589 Trillion

Some observations:

Revenues: Retailers, hospitality, and travel related industries were significantly adversely affected. On the other hand e-commerce, communications technologies, and healthcare industries were beneficiaries. The bottom line is that revenues fell only 2.52% from the 12 months ending January 31, 2020. Previous years had been gains of around 8%. The point is that while revenues took a hit, it was not as dramatic overall. What was affected was profits, earnings per share, and to some extent dividends. While there were negative and positive shifts in revenues, the bottom line is that it was almost a wash. Of course, these numbers reflect The PBR1000, the largest publicly held corporations in the US. Smaller businesses certainly were much more affected.

Stock Market: The stock market, which was in a long term bull market, took some big hits at the beginning of the pandemic. But as the table shows, the recovery was also very dramatic, one of the best years for equities investors. The Average Weighted Estimate, however, did not increase all that much, though there was a nice growth in number of Buy stocks.

Some Conclusions:

There was a shift and rebalancing of revenues in The PBR1000, with the total affect much less dramatic than for most smaller and midsize businesses.

The initial panic over the pandemic had a big effect on the stock market, but it recovered quite nicely. As industries that were the most negatively affected recover there should continue to be significant growth opportunities as the “new normal” sets in, the economy should have robust growth, and The Stock Market Bull should continue to dominate.

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PBRMarketTools.com provides The PBR1000, a compilation of 1,000 of the largest publicly held companies with primary operations in the US. These companies generate $15 trillion in annual revenues, more than all other US companies combined. The PBR1000 Monthly Snapshots provides these 1,000 companies in Excel format, includes 15 worksheets with 28 rankings, over 200 data/information points, hotlinks to key data, and important news items per company.

Empowering Astute Business Leaders and Shrewd Investors Through The PBR1000 Analytics!

Disclaimers: The PBR1000 is compiled from a variety of publicly available resources. As such, PBRMarketTools.com is not responsible for the data itself. Any liability for the representations or decisions based on the data is solely the responsibility of the authorized user, not PBRMarketTools.com, its employees or affiliates. PBRMarketTools.com is an independent business intelligence service providing news, data, and analysis. We provide information only and it should not be regarded as advice. PBRMarketTools.com is not a financial advisory or stock brokerage firm and has no affiliation with such organizations.

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