The PBR25 Top Buy Stocks July 2020 12 Month Report Card

August 20, 2021 by admin

The PBR25 Top Buy Stocks July 2020 12 Month Report Card

The PBR25 Top Buy Stocks for July 30, 2020, exceeded forecast and the US major stock indices, but not by much, so gets a C+.

By Larry C. Paxton

Welcome to The July 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

It is difficult to forecast a result with much accuracy over a 12 month period. For example, the primary impact in July 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 July 2020 and the actual results 12 months later at the end of July 2021. PBRMarketTools is calling this a Report Card.

For this July 2020 Report Card we used stock data and forecasts from July 30, 2020, and compare it to July 31, 2021.

Creating The PBR25 Top Buy Stocks List for July 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 July 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 July 2021

Two energy related companies, Concho Resources, ranked 7 on the July 2020 PBR25, and Parsley Energy, ranked 9, were acquired in January, 2021. Therefore, this analysis is based on the 23 remaining companies.

Following is a table of characteristics and 12 month actual results for the The PBR25 Top Buy Stocks on July 30, 2020.

The PBR25 Top Buy Stocks on 07/30/20
12 Month Report Card

Total Companies	23
Low Weighted Avg	4.52
High Weighted Avg	5.00
Average Weighted Avg	4.68
Market Capitalization Low	4.54
Market Capitalization High	105.90
Total Market Capitalization	698.05
Total NYSE Companies	22
Total NASDAQ Companies	1

		12 Month
		Forecast for	Actual
	07/30/20	07/31/21	07/31/21
Low Stock Price	15.49	20.49	21.24
High Stock Price	172.69	244.84	229.49
Total Stock Prices	1,278.93	1,708.79	1,762.00
Total Stock Price Change		429.86	483.07
Percent Change		33.61%	37.77%
DJIA Percent Change			32.19%
NASDAQ Percent Change			36.55%
S&P500 Change			34.37%
Lowest Change		20.58%	-2.96%
Highest Change		54.20%	155.52%
Total Exceeding Forecast(Out of 23)			12
Total with >0% Return			22

Conclusions, Observations, Validations and Realities

If you had bought 1 share each of The PBR25 Top Buy Stocks at the closing price on July 30, 2020, you would have achieved a +37.77% gain 12 months later at the close on July 31, 2021, higher than the 33.61% estimate and an excellent return. Also, it was just over the returns on the DJIA, NASDAQ, and S&P500 indices. For this reason The July 2020 The PBR25 gets a ‘C+’ 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 July 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 August 2020, and should be available between mid to late September, 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(Stock Price Date)	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%

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.

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The PBR1000 July 2021 Snapshots Analytics

August 17, 2021 by admin

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:

Filed Under: Research Tagged With: Analytics, Business Intelligence, COVID19, Economy, Investing, Investor, Money, PBRMarketTools, Personal Finance, Recap, Research, Snapshots, Stock Market, Stocks, The PBR1000, The PBR25, WallStreet, Wealth

The Week 32 of 2021 US Stock Market News Recap

August 13, 2021 by admin

The Week 32 of 2021 US Stock Market News Recap

In Week 32 of 2021 The Stock Market Bull gets a mixed 2-1 result because The Stock Market Bear did just enough to take the NASDAQ.

By Larry C. Paxton

US Stock Market Indices Summary
Week 32 of 2021 Ending 08/13/21

	DJIA	NASDAQ	S&P500
Previous Year Close(12/31/20)	30,606.48	12,888.28	3,756.07
Previous Quarter Close(06/30/21	34,502.51	14,503.95	4,297.50
Previous Month Close(7/30/21)	34,935.47	14,672.68	4,395.26
Record Close Date	08/13/21	08/05/21	08/13/21
Record Close	35,515.38	14,895.12	4,468.00
Week 31-Friday & Close	35,208.51	14,835.76	4,436.52
Week 32-Monday	35,101.85	14,860.18	4,432.35
Day % Change	-0.30%	0.16%	-0.09%
Week 32-Tuesday	35,264.67	14,788.09	4,436.75
Day % Change	0.46%	-0.49%	0.10%
Week 32-Wednesday	35,484.97	14,765.14	4,447.70
Day % Change	0.62%	-0.16%	0.25%
Week 32-Thursday	35,499.85	14,816.26	4,460.83
Day % Change	0.04%	0.35%	0.30%
Week 32-Friday & Close	35,515.38	14,822.90	4,468.00
Day % Change	0.04%	0.04%	0.16%
Percent Change-Week	0.87%	-0.09%	0.71%
Percent Change-Month-to-Date	1.66%	1.02%	1.65%
Percent Change-Quarter-to-Date	2.94%	2.20%	3.97%
Percent Change-Year-to-Date	16.04%	15.01%	18.95%
Percent Change-Record	0.00%	-0.48%	0.00%

The Stock Market Bull and Bear Tallies YTD

Week 32 Winner and Tally	Bull	2-1	Mixed Win
July Winner and Tally	Bull	3-0	Win

	Weeks	Months	YTD
The Stock Market Bull	15	4	Winning
The Stock Market Bear	10	0	Losing
Mixed Result	7	3
Totals	32	7

The US Stock Market Week 32 Summary:

It appears that The Stock Market Bull decided to celebrate his Week 31 victory by taking an extra day off on Monday. The Stock Market Bear took advantage and got a 2-1 mixed result, which could have been a 3-0 if he had spent only a minute or two more on the NASDAQ. On Tuesday The Stock Market Bull returned to the field and the roles were reversed with the Bull establishing new closing records on the DJIA and S&P500, but losing the NASDAQ. The Stock Market Bull repeated this performance on Wednesday. On Thursday The Stock Market Bull chased The Stock Market Bear from the field, and repeated that on Friday, scoring 3-0 wins both days. The DJIA and S&P500 each got 4 consecutive days of records to end the week. But The Stock Market Bear did just enough damage on the NASDAQ on Tuesday and Wednesday leaving The Stock Market Bull with a 2-1 mixed result win for Week 32.

Summary News Items for Week 32:

US Economy

Friday, August 13, 2021
The US Dept of Labor says the Preliminary July 2021 US Change in Monthly Import Prices Index is at +0.3%, June was at +1.1%, May +1.3%, July 2020 +1.2%, July 2019 +0.0%; the July 2021 Last 12 Months Change in Import Prices is at 10.2%, July 2020 was at -3.3%, July 2019 -1.8%; the July 2021 Month Change Exports is at +1.3%, June +1.2%, May +2.3%, July 2020 +1.0%, July 2019 +0.2%; the July 2021 Last 12 Months Change in Export Prices is at 17.2%, July 2020 was at -3.3%, July 2019 -1.8%.
The U of Michigan Preliminary August 2021 Consumer Sentiment Index is at 70.2, July was at 81.2, June 85.5, August 2020 74.1, August 2019 89.8. “… There is little doubt that the pandemic’s resurgence due to the Delta variant has been met with a mixture of reason and emotion. Consumers have correctly reasoned that the economy’s performance will be diminished over the next several months, but the extraordinary surge in negative economic assessments also reflects an emotional response, mainly from dashed hopes that the pandemic would soon end….”

Thursday, August 12, 2021
The US Dept of Labor says the Preliminary July 2021 US Producer Price Index Total Monthly Final Demand is at +1.0%, June was also at +1.0%, May +0.8%, July 2020 +0.5%, July 2019 +0.3%; The July 2021 US Producer Price Index Total Monthly Final Demand-Last 12 Months is at +7.8%, June +7.3%, May +6.6%, July 2020 -0.3%, July 2019 +1.6%.

Wednesday, August 11, 2021
The US Dept of the Treasury says the July 2021 US Federal Government Receipts are at $262.0 billion, Outlays $564.1 billion, for a July 2021 Deficit of $302.1 billion, June Deficit was at $174.2 billion, May Deficit $132.0 billion, July 2020 Deficit $63.0 billion, July 2019 $119.7 billion; the July 2021 Fiscal Year Deficit YTD(10 months) is at $2,540.0 billion, July 2020 was at $2,807.3 billion, July 2019 $866.8 billion.
The US Dept of Labor says the July 2021 US Consumer Price Index Change-All Items is at +0.5%, June was at +0.9%, May +0.6%, July 2020 +0.5%, July 2019 +0.3%; July 2021 Last 12 Months(Unadjusted) is at +5.4%, June was also at +5.4%, May +5.0%, July 2020 +1.0%, July 2019 +1.8%.
The US Dept of Labor says the Preliminary July 2021 US Current Average Earnings/Hour is at $30.54, Average Hours Worked/Week is at 34.8, for July 2021 US Current Average Weekly Earnings of $1,062.79, June was at $1,058.96, May $1,054.79, July 2020 $1,016.20, July 2019 $962.12.

Tuesday, August 10, 2021
The US Dept of Labor says the Preliminary 2Q21 US Business Sector Labor Productivity Output/Hour-All Persons is at +2.7%, 1Q21 was at +4.2%, 4Q20 -4.2%, 2Q20 +10.2%, 2Q19 +4.3%.
CoreLogic says the May 2021 US Home Mortgages 30 or More Days Delinquent is at 4.7%, April was also at 4.7%, March 4.9%, May 2020 7.3%, May 2019 3.6%. “… a recent CoreLogic survey of mortgage holders reports 85% of respondents said they maintained employment through the pandemic, which has helped many homeowners avoid delinquency and prevented a broad-scale mortgage crisis.”

Monday, August 9, 2021
The US Dept of Labor says the the Preliminary June 2021 US Job Openings-Private is at 9,154,000, Government 919,000, for June 2021 US Total Job Openings at 10,073,000, June was at 9,483,000, May 9,193,000, June 2020 6,112,000, June 2019 7,185,000.
FannieMae says the July 2021 US Home Purchase Sentiment Index is at 75.8, June was at 79.7, May 80.0, July 2020 74.2, July 2019 93.7. “… consumers continue to report concerns related to high home prices and a lack of homes for sale.”

US Government/Other

Daily counts of 100,000 in the US during the week indicate that COVID-19 pandemic has reached much higher levels, especially with the more aggressive Delta variant.
The US government is extending the student loan payments pause through January, 2022.
The Taliban has captured some more key cities in Afghanistan as the US nearly completes its pullout.
The US Senate passes a $1 trillion bipartisan infrastructure support bill. It now goes to the US House of Representatives for its approval.
The US Senate passes a $3.5 trillion budget proposal on a 50-49 party line vote.
New York governor Andrew Cuomo resigns his office over sexual harassment charges and the resulting threat of an impeachment, to be effective in 14 days, his successor will be Lt. Governor Kathy Hochul who will become New York’s first female governor.
US Corporate earnings reports continue to be mostly positive as the economy continues to recover from the COVID-19 pandemic, but guidance is now changing because of concerns for the Delta variant.

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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:

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Filed Under: Recaps Tagged With: Analytics, Business Intelligence, business news, Coronavirus, COVID19, Investing, Investments, Investor, Money, PBRMarketTools, Personal Finance, Recap, Stock Market, Stocks, The PBR1000, The PBR25, WallStreet, Wealth

The Week 31 of 2021 US Stock Market News Recap

August 6, 2021 by admin

The Week 31 of 2021 US Stock Market News Recap

Week 31 seemed to be all about the latest jobs reports. At the end of the week The Stock Market Bull got the best report and wins 3-0.

By Larry C. Paxton

US Stock Market Indices Summary
Week 31 of 2021 Ending 08/06/21

	DJIA	NASDAQ	S&P500
Previous Year Close(12/31/20)	30,606.48	12,888.28	3,756.07
Previous Quarter Close(06/30/21	34,502.51	14,503.95	4,297.50
Previous Month Close(7/30/21)	34,935.47	14,672.68	4,395.26
Record Close Date	08/06/21	08/05/21	08/06/21
Record Close	35,208.51	14,895.12	4,436.52
Week 30-Friday & Close	34,935.47	14,672.68	4,395.26
Week 31-Monday	34,838.16	14,681.07	4,387.16
Week 31-Tuesday	35,116.40	14,761.29	4,423.15
Week 31-Wednesday	34,792.67	14,780.53	4,402.66
Week 31-Thursday	35,064.25	14,895.12	4,429.10
Week 31-Friday & Close	35,208.51	14,835.76	4,436.52
Percent Change-Week	0.78%	1.11%	0.94%
Percent Change-Month-to-Date	0.78%	1.11%	0.94%
Percent Change-Quarter-to-Date	2.05%	2.29%	3.23%
Percent Change-Year-to-Date	15.04%	15.11%	18.12%
Percent Change-Record	0.00%	-0.40%	0.00%

The Stock Market Bull and Bear Tallies YTD

Week 31 Winner and Tally	Bull	3-0	Win
July Winner and Tally	Bull	3-0	Win

	Weeks	Months	YTD
The Stock Market Bull	15	4	Winning
The Stock Market Bear	10	0	Losing
Mixed Result	6	3
Totals	31	7

The US Stock Market Week 31 Summary:

Week 31 started out with The Stock Market Bear grabbing a quick 2-1 mixed result on Monday. The Stock Market Bull replied on Tuesday by taking all 3 major US stock indices. The Stock Market Bear accepted the challenge and with help from the much lower than expected ADP jobs market report took a nice chunk out of the DJIA and S&P500 on Wednesday. This infuriated The Stock Market Bull who charged out on the field Thursday, won all 3 US major stock indices, establishing new record closes on the NASDAQ and S&P500. Friday was a mixed 2-1 result for The Stock Market Bull, a response to the much better US Dept of Labor report on jobs. For Week 31 there were 10 out of 15 trading sessions that were gains. There were also 5 record closes. The Stock Market Bull gets a 3-0 victory in Week 31.

Summary News Items for Week 31:

US Economy

Friday, August 6, 2021
The US Dept of Labor says the July 2021 Civilian Noninstitutional Population is at 261,469,000, Available Labor Force is at 161,347,000, Employed is at 152,645,000, Unemployed is at 8,702,000, for a July 2021 Unemployment Rate of 5.4%, June was at 5.9%, May 5.8%, July 2020 10.2%.
The US Federal Reserve says the Preliminary June 2021 US Consumer Credit Outstanding-Revolving is at $992.2 billion, Non-Revolving $3,326.4 billion, making June 2021 US Total Consumer Credit Outstanding at $4,318.6 billion, May was at $4,281.0 billion, April $4,244.3 billion, June 2020 $4,145.4 billion.
The US Dept of Commerce/Census says the Preliminary June 2021 US Wholesale Sales-Durables is at $285.0 billion, Non-Durables $303.2 billion, making June 2021 US Total Wholesale Sales at $588.2 billion, May was at $576.5 billion, April $572.0 billion, June 2020 $461.1 billion.

Thursday, August 5, 2021
The US Dept of Commerce/Census reports that the Preliminary June 2021 US Exports-Goods is at $145.9 billion, Services $61.8 billion, making June 2021 Total US Exports at $207.7 billion; June 2021 US Imports-Goods is at $239.1 billion, Services $44.3 billion, making June 2021 Total US Imports at $283.4 billion, making the June 2021 Total Trade Deficit at a record $75.7 billion, May Deficit was at $71.1 billion, April Deficit $69.1 billion, June 2020 Deficit $50.7 billion; June 2021 US Total Trade Deficit YTD is at $428.7 billion, June 2020 US Total Trade Deficit YTD was at $292.9 billion.

Wednesday, August 4, 2021
ADP says the Preliminary July 2021 US Private Sector Jobs Change-Manufacturing is at +12,000, Services +318,000, Total +330,000, June was at +680,000, May +882,000, July 2020 +232,000.
The Institute for Supply Management July 2021 Services PMI(>50%=economy growing) is at 64.1%, June was at 60.1%, May 64.0%, July 2020 58.1%. “The July reading indicates the 14th straight month of growth for the services sector, which has expanded for all but two of the last 138 months.”
The IHS Markit July 2021 Composite PMI Output Index is at 59.9, June was at 63.7, May 68.7, July 2020 50.3. “The pace of US economic growth cooled in July, according to the final PMI data, but remained impressively strong to suggest that GDP will rise robustly again in the third quarter…”

Tuesday, August 3, 2021
The US Dept of Commerce/Census says the Preliminary June 2021 US Manufacturers New Orders-Durables is at $257.9 billion, Non-Durables $248.1 billion, making June 2021 US Manufacturers New Orders Total at $498.9 billion, May was at $491.4 billion, April $487.2 billion, June 2020 $432.2 billion.
The PurdueU/CME Group July 2021 Ag Economy Barometer Composite Index is at 134, June was at 137, May 158, July 2020 118, July 2019 153. “Producers remain concerned that farm input prices are likely to rise much more sharply in the coming year than in the recent past and nearly half of corn/soybean farmers expect farmland cash rental rates to rise, potentially squeezing profit margins.”

Monday, August 2, 2021
The US Dept of Commerce/Census says the Preliminary June 2021 US Construction Spending Annual Rate-Residential is at $772.3 billion, Non-Residential $779.9, for June 2021 US Total Construction Spending of $1,552.2 billion, May 2021 was at $1,551.2 billion, April 2021 $1,553.5 billion, June 2020 $1,435.0 billion.
The ISM July 2021 US Manufacturing PMI Index(>50% Economy expanding) is at 59.5%, June 2021 was at 60.6%, May 2021 61.2%, July 2020 54.2%. “… Optimistic panel sentiment remained strong, with 13 positive comments for every cautious comment…”
IHS Markit says the July 2021 US Manufacturing PMI Index is at 63.4, June 2021 was at 62.1, April 2021 60.5, July 2020 50.9. ““The result is perhaps the strongest sellers’ market that we’ve seen since the survey began in 2007, with suppliers hiking
prices for inputs into factories at the steepest rate yet recorded and manufacturers able to raise their selling prices to an unprecedented extent, as both suppliers and producers often encounter little price resistance from customers.”

US Government/Other

The Delta variant of the COVID-19 virus cases continue to increase, affecting mostly those who have not had vaccinations.
US President Biden signs an Executive Order allowing Hong Kong citizens to remain in the US for up to 18 months, action angers China leadership.
Corporate earnings were generally better than expected.
The Biden administration extends the student loan repayment pause through January 31, 2022.
The US Senate infrastructure bill is delayed, need to iron out remaining differences.

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The PBR1000 July 2021 Top 5 Stocks Snapshots

August 6, 2021 by admin

The PBR1000 July 2021 Top 5 Stocks

The Stock Market Bull Remains Unbeaten

On a monthly basis The Stock Market Bull remains unbeaten after 7 months, but 3 of those were mixed results. How long can he sustain his streak?

By Larry C. Paxton

US Stock Market Indices Summary
Week 30 and July of 2021 Ending 07/30/21

	DJIA	NASDAQ	S&P500
Previous Year Close(12/31/20)	30,606.48	12,888.28	3,756.07
Previous Quarter Close(06/30/21	34,502.51	14,503.95	4,297.50
Previous Month Close(06/30/21)	34,502.51	14,503.95	4,297.50
Record Close Date	07/26/21	07/26/21	07/26/21
Record Close	35,144.31	14,840.71	4,422.30
Week 29-Close	35,061.55	14,836.99	4,411.79
Week 30-Monday	35,144.31	14,840.71	4,422.30
Week 30-Tuesday	35,058.52	14,660.58	4,401.46
Week 30-Wednesday	34,930.93	14,762.58	4,400.64
Week 30-Thursday	35,084.53	14,778.26	4,419.15
Week 30-Friday & Close	34,935.47	14,672.68	4,395.26
Percent Change-Week	-0.36%	-1.11%	-0.37%
Percent Change-Month-to-Date	1.25%	1.16%	2.27%
Percent Change-Quarter-to-Date	1.25%	1.16%	2.27%
Percent Change-Year-to-Date	14.14%	13.85%	17.02%
Percent Change-Record	-0.59%	-1.13%	-0.61%

The Stock Market Bull and Bear Tallies YTD

Week 30 Winner and Tally	Bear	3-0	Win
July Winner and Tally	Bull	3-0	Win

	Weeks Won	Months Won	YTD
The Stock Market Bull	14	4	Winning
The Stock Market Bear	10	0	Losing
Mixed Result	6	3
Totals	30	7

US Stock Exchanges July 2021 Summary:

There were 4 full weeks in July 2021. The Stock Market Bull won two of those outright, Week 27 and Week 29, with The Stock Market Bear also taking two, Week 28 and Week 30. There were no mixed weekly results in July. The Stock Market Bull won July quite convincingly with a 1.25% increase over the month for the DJIA, +1.16% for the NASDAQ, and +2.27% for the S&P500. Volatility continued to remain low overall with 11 of 63 trading sessions swinging up or down at least 1%. 19 sessions were also record high closes. These results were really the response to the US economy continuing to indicate recovery from the COVID-19 pandemic, more opening up of society, and the continued sense of optimism that the worst is behind us.

The July 2021 US Major Stock Market Exchanges Summary

Number of Trading Days: 21

Number of Gain(+)/Loss(-) Days: DJIA 13+/8-; NASDAQ 13+/8-; SPX 12+/9-.

Record Days: DJIA 5, NASDAQ 7, SPX 7, Total 19

Longest Gain Streak(Consecutive Days): DJIA 5 days(07/20-26/21), NASDAQ 5 days(07/20-26/21), and SPX 7 days(06/24-07/02/21)

Longest Loss Streak(Consecutive Days): DJIA 2 days(07/16-19/21 and 07/27-28/21), NASDAQ 5 days(07/13-19/21), and SPX 3 days(07/15-19/21)

Big Swing Up Days(>1.00%): 3 days(7 sessions), 07/09/21( D +1.30%, S +1.13%), 07/20/21(D +1.62%, N +1.57%, S +1.52%), 07/23/21(N +1.04%, S +1.04%)

Big Swing Down Days(<-1.00%): 2 days(4 sessions), 07/19/21(D -2.09%, N -1.06%, S -1.59%), 07/27/21(N -1.21%)

The PBR1000 July 2021 Top 5 Stocks Snapshots

The following are Top 5 partial tables excerpts from The PBR1000 July 2021 Snapshots. The price for stocks is for the close of trading on July 30, 2021, 1 Month % Chg is compared to June 30, 2021, 12 Months % Chg is compared to July 31, 2020, the 24 Months % Chg is compared to July 31, 2019, and 60 Months % Chg is compared to July 29, 2016. The PBR Rank is by last fiscal year annual revenues.

To get the complete The PBR1000 Snapshots just click here to get your 12 month subscription and automatically download the July 2021 edition with the complete 15 Snapshots and 28 rankings with the bonuses The PBRMarketTools US Monthly Indices Snapshots and The PBR25 Top Buy Stocks.

Table 1(S11): The PBR1000 Top 5 Month Stock Price % Gainers

Table 1 Summary: The range was +48% to -40%. 476 out of 999 stocks were up 0% or more. The average was a gain of 1.77%, the median was a loss of 0.34%. The DJIA was +1.25%, NASDAQ +1.16%, SPX +2.27%.

Company	PBR Rank	Symbol	Price 07/30/21	Mo % Chg	12 Mos % Chg	24 Mos % Chg	60 Mos % Chg
Peabody Energy	729	BTU	$ 11.71	+48	+275	-44	n/a
AutoNation	139	AN	$ 121.33	+28	+136	+149	+127
Albemarle	681	ALB	$ 203.04	+22	+150	+182	+145
Sonic Auto	297	SAH	$ 54.55	+22	+43	+98	+200
Hill-Rom	728	HRC	$ 138.46	+22	+42	+30	+159

Table 2(S12): The PBR1000 Top 5 12 Months Stock Price % Gainers

Table 2 Summary: The range was +3,918% to -66%. 916 out of 983 stocks were up 0% or more. The average was a gain of 42.15%, the median was a gain of 45.97%. The DJIA was +32.19%, NASDAQ +36.55%, SPX +34.37%.

Company	PBR Rank	Symbol	Price 07/30/21	Mo % Chg	12 Mos % Chg	24 Mos % Chg	60 Mos % Chg
GameStop	504	GME	$ 161.12	-25	+3,918	+3,908	+421
AMC Entertainment	983	AMC	$ 37.02	-35	+816	+213	+26
Dillard’s	496	DDS	$ 183.27	+1	+678	+152	+171
SM Energy	565	SM	$ 18.70	-24	+534	+88	-31
Signet Jewelers	989	SIG	$ 64.34	-20	+499	+255	n/a

Table 3(S13): The PBR1000 Top 5 24 Months Stock Price % Gainers

Table 3 Summary: The range was +3,908% to -88%. 759 out of 976 stocks were up 0% or more. The average was a gain of 46.46%. The median was a gain of 30.68%. The DJIA was +30.04%, NASDAQ +79.47%, SPX +47.47%.

Company	PBR Rank	Symbol	Price 07/30/21	Mo % Chg	12 Mos % Chg	24 Mos % Chg	60 Mos % Chg
GameStop	503	GME	$ 161.12	-25	+3,918	+3,918	+421
Hovnanian	811	HOV	$ 104.39	-2	+348	+1,640	+127
Owens & Minor	341	OMI	$ 46.25	+9	+188	+1,607	+30
Tesla Motors	95	TSLA	$ 687.20	+1	+140	+1,322	+1,363
Community Health	250	CYH	$ 13.32	-14	+167	+550	+4

Table 4(R21): The PBR1000 Top 5 60 Months Stock Price % Gainers

Table 4 Summary: The range was +2,355% to -90%. 706 out of 917 stocks were up 0% or more. The average was a gain of 105.97%. The median was a gain of 54.10%. The DJIA was +89.53%, NASDAQ +184.24%, SPX +102.21%.

Company	PBR Rank	Symbol	Price 07/30/21	Mo % Chg	12 Mos % Chg	24 Mos % Chg	60 Mos % Chg
Square	310	SQ	$ 247.26	+1	+90	+208	+2,355
RH	731	RH	$ 664.08	-2	+131	+376	+2,055
Etsy	921	ETSY	$ 183.51	-11	+55	+174	+1,724
AMD	298	AMD	$ 106.19	+13	+37	+249	+1,448
Tesla Motors	95	TSLA	$ 687.20	+1	+140	+1,322	+1,363

Table 5(S15): The PBR1000 Top 5 Market Capitalization

Table 5 Summary: The range was $2,411 billion to $0.11 billion. The average is $42.713 billion, median is $11.40 billion, out of 1,000 companies.

Company	PBR Rank	Symbol	Market Cap($B) 07/30/21	1 Mo % Chg	12 Mos % Chg	24 Mos % Chg
Apple	3	AAPL	$ 2,411	+5	+45	+151
Microsoft	15	MSFT	$2,146	+5	+39	+100
Alphabet	2	GOOG	$ 1,800	+8	+72	+112
Amazon	9	AMZN	$ 1,678	-3	+10	+79
Facebook	32	FB	$ 1,010	+2	+51	+80
The PBR1000			$ 42,713	+2	+39	+50

Table 6: The PBR1000 Index & Primary US Stock Exchanges/Commodities

Company	Price 07/30/21	Mo % Chg	12 Mos % Chg	24 Mos % Chg	60 Mos % Chg
The PBR1000	134,935.47	+1.8	+42.2	+46.5	+106.0
DJIA	34,935.47	+1.3	+32.2	+30.0	+89.5
NASDAQ	14,672.68	+1.2	+36.6	+79.5	+184.2
S&P500	4,395.26	+2.3	+34.4	+47.5	+102.2
GOLD	1,817.20	+2.6	-8.5	+26.4	+33.8
OIL	73.95	+0.7	+83.6	+26.2	+78.7
SOYBEANS(Cents)	1,349.25	-3.6	+51.2	+53.1	+34.5

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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 provides research 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:

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

August 3, 2021 by admin

The PBR25 Top Buy Stocks for Investing!

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:

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

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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.

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The Week 30 and July of 2021 US Stock Market News Recap

July 30, 2021 by admin

The Week 30 and July of 2021 US Stock Market News Recap

stock market stocks investing bull bear PBR1000

The Stock Market Bear wins Week 30 of 2021 but the Stock Market Bull is still without a loss year-to-date on a monthly basis.

By Larry C. Paxton

US Stock Market Indices Summary
Week 30 and July of 2021 Ending 07/30/21

	DJIA	NASDAQ	S&P500
Previous Year Close(12/31/20)	30,606.48	12,888.28	3,756.07
Previous Quarter Close(06/30/21	34,502.51	14,503.95	4,297.50
Previous Month Close(06/30/21)	34,502.51	14,503.95	4,297.50
Record Close Date	07/26/21	07/26/21	07/26/21
Record Close	35,144.31	14,840.71	4,422.30
Week 29-Close	35,061.55	14,836.99	4,411.79
Week 30-Monday	35,144.31	14,840.71	4,422.30
Week 30-Tuesday	35,058.52	14,660.58	4,401.46
Week 30-Wednesday	34,930.93	14,762.58	4,400.64
Week 30-Thursday	35,084.53	14,778.26	4,419.15
Week 30-Friday & Close	34,935.47	14,672.68	4,395.26
Percent Change-Week	-0.36%	-1.11%	-0.37%
Percent Change-Month-to-Date	1.25%	1.16%	2.27%
Percent Change-Quarter-to-Date	1.25%	1.16%	2.27%
Percent Change-Year-to-Date	14.14%	13.85%	17.02%
Percent Change-Record	-0.59%	-1.13%	-0.61%

The Stock Market Bull and Bear Tallies YTD

Week 30 Winner and Tally	Bear	3-0	Win
July Winner and Tally	Bull	3-0	Win

	Weeks Won	Months Won	YTD
The Stock Market Bull	14	4	Winning
The Stock Market Bear	10	0	Losing
Mixed Result	6	3
Totals	30	7

The US Stock Market Week 30 Summary:

The Stock Market Bull continued where he left off in Week 29 by establishing another trifecta of record closes on Monday. But The Stock Market Bear prevented The Stock Market Bull from achieving a trifecta of trifectas by dominating Tuesday. On Wednesday The Stock Market Bear got a mixed win. The Stock Market Bull returned with a complete victory on Thursday and looked like Week 30 would end up with a mixed result for somebody. But The Stock Market Bear returned on Friday with a dominating run to get the 3-0 win in Week 30. However, the month of July was another clear win for The Stock Market Bull, who remains unbeaten on a monthly basis for the 7th month in a row in 2021.

Summary News Items for Week 30:

The US Dept of Commerce/HUD reports that the Preliminary June 2021 New Family Home Sales Annual Rate was at 676,000 units, May was at 724,000, April 785,000, June 2020 839,000. The June 2021 Median Price was at $361,800, May was at $380,700, April $378,200, June 2020 $341,100. Supply is at 6.3 months.
The US Dept of Commerce/Census says that the 2Q21 US Total Housing Units is at 141,794,000, Occupied is at 126,155,000, Owner Occupied is at 82,511,000, for a Homeownership Rate of 65.4%, 1Q21 was at 65.6%, 4Q20 65.8%, 2Q20 67.9%.
The S&P CoreLogic Case-Shiller Preliminary May 2021 US National Home Price Index(Jan2000=100) is at 254.92, April was at 249.89, March 243.91, May 2020 218.60, making a +16.6% increase in home price over the past 12 months.
TrueCar forecasts July 2021 Total New Vehicle Units Sold to be at 1,292,064 with an average transaction price of $38,188, Average Loan Rate of 4.50% for 70 months.
The Conference Board says the Preliminary July 2021 US Consumer Confidence Index(1985=100) is at 129.1, June was at 128.9. “… Consumers’ optimism about the short-term outlook didn’t waver, and they continued to expect that business conditions, jobs, and personal financial prospects will improve.”
ADP’s 2Q21 Workforce Vitality Report shows Average Wage Growth of +2.3%, 2Q20 was at +5.7%, Average Wage Level is at $30.85/hour, +0.7% from 2Q20.
The US Energy Information Administration says that on 07/23/21 US Crude Oil Stockpiles are at 435.6 million barrels of crude oil, 06/25/21 was at 452.3, 05/21/21 484.3, 07/24/21 526.0.
The Federal Open Market Committee met July 27-28, keeps the short term federal funds rate at 0.00%-0.25%, says, “With progress on vaccinations and strong policy support, indicators of economic activity and employment have continued to strengthen…”
The US Dept of Labor says for the week ending 07/24/21 the Weekly Initial Unemployment Insurance Claims are at 400,000, 06/19/21 was at 411,000, 05/22/21 406,000, 07/25/20 1,434,000.
FreddieMac reports that for the week ending 07/29/21 the Average 30 Year Fixed Rate Mortgage was at 2.80% with 0.7 points & fees, 06/24/21 was at 3.02%, 05/27/21 2.95%, 07/30/20 2.99%.
The US Dept of Commerce says that the 2Q21 Real Gross Domestic Product Annual Rate for the Quarter is at +6.5%, $22.723 trillion, 1Q21 was at +6.3%, 4Q20 +4.5%, 2Q20 -31.2%.
The US Dept of Labor says the 2Q21 Employment Cost Index, All Civilian Workers(12/2005=100) is at 144.7, 1Q21 was at 143.7, 4Q20 142.4, 2Q20 140.7.
The US Dept of Commerce/BEA reports that the Preliminary June 2021 US Personal Income Annual Rate is at $20.414 trillion, May was at $20.388 trillion, April $20.853, June 2020 $20.033 trillion.
Market News International(MNI) says that the July 2021 Chicago Business Barometer(>50 is gaining) at 73.4, June was at 66.1, May 75.2, July 2020 51.9. “Demand is strong but firms remain concerned about supply chain disruptions and rising prices.”
The American Automobile Assn says that on 07/30/21 the US Average Price for a Gallon of Regular Gas is at $3.168, 06/30/21 was at $3.118, 05/28/21 $3.044, 07/31/20 $2.189.
The US Dept of the Treasury says that on 07/29/21 US National Debt-Public is at $22.267 trillion, Intragovernmental $6.193 trillion, for US Total National Debt of $28.460 trillion, 06/30/21 was at $28.530 trillion, 05/28/21 $28.199 trillion, 07/30/20 $26.525 trillion.
On 07/30/21 the Gold Price/Ounce closed at $1,817.20, 06/30/21 was at $1,771.60, 05/28/21 $1,906.30, 07/31/21 $1,985.90.
The US Dept of the Treasury reports that the 07/30/21 US 10 Year Treasury Note Yield is at 1.24%, 06/30/21 was at 1.45%, 05/28/21 1.58%, 07/31/21 0.55%.
At the close of 07/30/21 the US Dollar Price for a Euro was $1.1869, 06/30/21 was at $1.1858, 05/28/21 $1.2195, 07/31/20 $1.1781.
At 11:59PM ET on 07/30/21 the price of a Bitcoin is at $41,829, 06/30/21 was at $34,585, 05/28/21 $30,445, 07/31/20 $8,608.
The U of Michigan Final July 2021 Consumer Sentiment Index is at 81.2, June was at 85.5, May 82.9, July 2020 72.5. “While most consumers still expect inflation to be transitory, there is growing evidence that an inflation storm is likely to develop on the not too distant horizon.”
US President Biden announces the end of US combat missions in Iraq.
After several weeks of negotiations on Friday the US Senate votes to take up a $1 trillion infrastructure bill.
The COVID-19 Delta variant cases continue to increase. As a result the US Center for Disease Control recommends that everyone wear a mask when in public places.
The Tokyo Olympics 2020 starts the first full week of competition.
US/China relations continue to struggle on many fronts.
North and South Korea restore communication channels, agree to improve ties.
China continues its crackdown on its high technology firms.

More Resources:

Check out the BLOG page for the previous RECAPS 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.

The PBR1000:

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This business intelligence report is provided by:

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The PBR25 Top Buy Stocks June 2020 12 Month Report Card

July 24, 2021 by admin

The PBR25 Top Buy Stocks June 2020 12 Month Report Card

The June 2020 ThePBR25 Stocks became ThePBR23, gets an ‘A’ for its 12 Month Report Card.

By Larry C. Paxton

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

The PBR25 Premise

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 June 2020 was the continuing unexpected 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 June 2020 and the actual results 12 months later at the end of June 2021. PBRMarketTools is calling this a Report Card.

For this June 2020 Report Card we used stock data and forecasts from July 2, 2020, and compare it to July 2, 2021.

Creating The PBR25 Top Buy Stocks List for June 2020

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 June 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 June 2021

Two energy related companies, Parsley Energy, ranked 3 on the June 2020 PBR25, and Concho Resources, ranked 17, were acquired in January, 2021. Therefore, this analysis is based on the 23 remaining companies.

Following is a table of characteristics and actual results for the July 2, 2020, The PBR25 Top Buy Stocks.

12 Month Report Card for The PBR25 Top Buy Stocks Dated July 2, 2020

Total Companies	23
Low Weighted Avg	4.54
High Weighted Avg	5.00
Average Weighted Avg	4.67
Market Capitalization Low(Billions)	3.25
Market Capitalization High(Billions)	69.20
Total Market Capitalization(Billions)	648.05
Total NYSE Companies	22
Total NASDAQ Companies	1

	On 02-Jul-20	12 Mo Forecast	Actual
Low Stock Price	17.85	24.54	24.59
High Stock Price	190.49	247.71	238.03
Total Stock Prices	1,363.89	1,785.02	2,006.06
Total Stock Price Change		421.13	642.17
Percent Change		30.88%	47.08%
DJIA Percent Change			34.69%
NASDAQ Percent Change			43.42%
S&P500 Change			39.05%
Lowest Change		21.10%	-6.11%
Highest Change		45.50%	159.76%
Total Exceeding Forecast(Out of 23)			14
Total with >0% Return			22

Conclusions, Observations, Validations and Realities

If you had bought 1 share each of The PBR25 Top Buy Stocks at the closing price on July 2, 2020, you would have achieved a +47.08% gain 12 months later at the close on July 2, 2021, significantly higher than the 30.88% estimate and an excellent return. Also, it compares favorably to the returns on the DJIA, NASDAQ, and S&P500 indices. For this reason, The June 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 May 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 June 2020, and should be available between mid to late July 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.

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Filed Under: Report Card Tagged With: Analytics, Business Intelligence, Economy, Finance, Investing, Investments, Investors, Money, PBRMarketTools, Recap, Stock Market, Stocks, The PBR1000, The PBR25, WallStreet, Wealth

The Week 29 of 2021 US Stock Market News Recap

July 23, 2021 by admin

The Week 29 of 2021 US Stock Market News Recap

The Stock Market Bear took a huge bite out of the 3 major US stock indices on Monday of Week 29, but The Stock Market Bull charged back the rest of the week and ends with another trifecta of records on Friday.

By Larry C. Paxton

US Stock Market Indices Summary
Week 29 of 2021 Ending 07/23/21

	DJIA	NASDAQ	S&P500
Previous Year Close(12/31/20)	30,606.48	12,888.28	3,756.07
Previous Quarter Close(06/30/21	34,502.51	14,503.95	4,297.50
Previous Month Close(06/30/21)	34,502.51	14,503.95	4,297.50
Record Close Date	07/23/21	07/23/21	07/23/21
Record Close	35,061.55	14,836.99	4,411.79
Week 28 Close	34,687.85	14,427.24	4,327.16
Week 29-Monday	33,962.04	14,274.98	4,258.49
Week 29-Tuesday	34,511.99	14,498.88	4,323.06
Week 29-Wednesday	34,798.00	14,631.95	4,358.69
Week 29-Thursday	34,823.35	14,684.60	4,367.48
Week 29-Friday & Close	35,061.55	14,836.99	4,411.79
Percent Change-Week	1.08%	2.84%	1.96%
Percent Change-Month-to-Date	1.62%	2.30%	2.66%
Percent Change-Quarter-to-Date	1.62%	2.30%	2.66%
Percent Change-Year-to-Date	14.56%	15.12%	17.46%
Percent Change-Record	0.00%	0.00%	0.00%

The Stock Market Bull and Bear Tallies YTD

Week 29 Winner and Tally	Bull	3-0	Win
June Winner and Tally	Bull	2-1	Mixed Win

	Weeks	Months	YTD
The Stock Market Bull	14	3	Winning
The Stock Market Bear	9	0	Losing
Mixed Result	6	3
Totals	29	6

The US Stock Market Week 29 Summary:

In a reverse from Week 28 The Stock Market Bull was nowhere to be found in the pasture on Monday. The Stock Market Bear pounced on the opportunity and took a big bite out of all 3 major US stock indices. When The Stock Market Bull returned and saw what had happened, he aggressively took action by goring The Stock Market Bear each day thereafter, had recovered all losses by Thursday, and finished Week 29 with the 3-0 trifecta of record closes.

Summary News Items for Week 29:

The Natl Assn of Home Builders/Wells Fargo Preliminary July 2021 Housing Market Index is at 80, June was at 81, May 83, July 2020 72, concerns remain for availability of materials and labor.
The US Dept of Commerce/HUD says June 2021 Building Permits Issued Annual Rate is at 1,598,000, May was at 1,683,000, April 1,733,000, June 2020 1,296,000.
The US Reserve Bank of Philadelphia says the US 3rd District Nonmanufacturing General Activity Index for July 2021 is at +53.1, June was at +59.6, May +36.9, July 2020 +0.7.
The Natl Assn of Realtors reports that the US Existing Home Sales Annual Rate for July 2021(Preliminary) is at 5,860,000 units, June was at 5,780,000, May 5,850,000, June 2020 4,770,000.
The US Federal Reserve Bank of Chicago calculates that the US National Activity Index for June 2021(Preliminary) is at +0.09, May was at +0.29, April -0.09, June 2020 +5.88.
The Conference Board Leading Economic Index(2016=100) for June 2021 is at 115.1, May was at 114.4, April 113.2, June 2020 103.1.
The US Dept of Labor says the US Weekly Initial Jobless Claims jump 51,000 to 419,000 in mid-July.
The COVID-19 virus Delta variant rate continues to rise worldwide, especially among people who have not been vaccinated.
The OPEC+ nations finally agree on an increase in oil production.
In space tourism Amazon founder Jeff Bezos, his brother, an 82 year old female former US astronaut candidate, and a Danish 18 year old young man have a successful 10+ minute journey into space.
The Milwaukee Bucks overcome a 2-0 games deficit against the Phoenix Suns to win the Natl Basketball Assn championship series 4-2, its first since winning 50 years ago.
In the US Senate Republicans block a vote on an infrastructure plan test vote, insist on more details.
US States announce a $26 billion settlement with drug distributors to resolve opioid lawsuits.

More Resources:

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

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PBRMarketTools Info:

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The PBR1000 June 2021 Snapshots Analytics

July 20, 2021 by admin

The PBR1000 June 2021 Snapshots Analytics

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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 June 2021 edition.

The PBR1000 Snapshots June 2021 Analytics Summary

Year End Month	June 2020	June 2021
The PBR1000 Total Revenues(Trillions)	$ 15.317	$ 14.947
Percent Change		-2.42%
Total Profits(Trillions)	$ 1.317	$ 0.820
Percent Change		-37.74%

Average Profits to Revenues	8.60%	5.49%

Average Earnings Per Share	$ 4.30	$ 1.97
Percent Change		-54.13%

Assets(Trillions)	$ 47.844	$ 53.319
Stockholders Equity(Trillions)	$ 9.332	$ 9.669
Equity/Assets	19.51%	18.13%

Number of Companies Paying Dividends	712	699
Total Annual Dividends	$ 1,238.67	$ 1,184.15
Average Annual Dividend/Company	$ 1.74	$ 1.69
Percent Change		-2.62%


The PBR1000 Total of Stock Prices	$ 89,085.71	$ 133,296.96
12 Months Percent Change	-2.73%	49.63%
DJIA	-2.96%	33.66%
NASDAQ	25.64%	44.19%
S&P500	5.39%	38.62%

Analyst Estimates
Total Number of Analyst Estimates	14,892	15,473
Number of Companies by Estimate:
Buy(>4.50 to 5.00 Weighted Average)	127	153
Overweight (>3.50 to 4.50)	527	586
Hold (>2.50 to 3.50)	303	234
Underweight (>1.50 to 2.50)	28	24
Sell (1.00 to 1.50)	7	2
No Estimate	8	1
Totals	1,000	1,000

Average Weighted Estimate	3.85/5.00	3.96/5.00

Total Market Capitalization(Trillions)	$ 28.447	$ 42.035
Percent Change in Market Capitalization		47.77%

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 2.24% from the 12 months ending June 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.

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.

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.

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.

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This The PBR1000 business intelligence report is provided by:

Filed Under: Research Tagged With: Analytics, Business Intelligence, Economy, Finance, Investing, Investments, Investors, PBRMarketTools, Personal Finance, Snapshots, Stock Market, Stocks, The PBR1000, The PBR25, WallStreet, Wealth

The PBR25 Top Buy Stocks July 2020 12 Month Report Card

The PBR25 Premise

Last 12 Months Influences

Creating The PBR25 Top Buy Stocks List for July 2020

Actual Results for The PBR25 Top Buy Stocks for July 2021

The PBR25 Top Buy Stocks on 07/30/20

12 Month Report Card

Conclusions, Observations, Validations and Realities

Additional Information

The PBR25 Top Buy Stocks Report Cards Historical Review

Empowering Shrewd Investors Through The PBR1000 Analytics!

The PBR1000 July 2021 Snapshots Analytics

The PBR1000 Snapshots

July 2021 Analytics Summary

Analyst Estimates

Some observations:

Some Conclusions:

PBRMarketTools Info:

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

The Week 32 of 2021 US Stock Market News Recap

US Stock Market Indices Summary

Week 32 of 2021 Ending 08/13/21

The Stock Market Bull and Bear Tallies YTD

The US Stock Market Week 32 Summary:

Summary News Items for Week 32:

US Economy

US Government/Other

More Resources:

PBRMarketTools Info:

The PBR1000:

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

The Week 31 of 2021 US Stock Market News Recap

US Stock Market Indices Summary

Week 31 of 2021 Ending 08/06/21

The Stock Market Bull and Bear Tallies YTD

The US Stock Market Week 31 Summary:

Summary News Items for Week 31:

US Economy

US Government/Other

More Resources:

PBRMarketTools Info:

The PBR1000:

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

The PBR1000 July 2021 Top 5 Stocks

The Stock Market Bull Remains Unbeaten

US Stock Market Indices Summary

Week 30 and July of 2021 Ending 07/30/21

The Stock Market Bull and Bear Tallies YTD

US Stock Exchanges July 2021 Summary:

The July 2021 US Major Stock Market Exchanges Summary

The PBR1000 July 2021 Top 5 Stocks Snapshots

Table 1(S11): The PBR1000 Top 5 Month Stock Price % Gainers

Table 2(S12): The PBR1000 Top 5 12 Months Stock Price % Gainers

Table 3(S13): The PBR1000 Top 5 24 Months Stock Price % Gainers

Table 4(R21): The PBR1000 Top 5 60 Months Stock Price % Gainers

Table 5(S15): The PBR1000 Top 5 Market Capitalization

Table 6: The PBR1000 Index & Primary US Stock Exchanges/Commodities

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Through The PBR1000 Analytics!

The PBR25 Top Buy Stocks for Investing!

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

Empowering Shrewd Investors Through The PBR1000 Analytics!

The Week 30 and July of 2021 US Stock Market News Recap

US Stock Market Indices Summary

Week 30 and July of 2021 Ending 07/30/21

The Stock Market Bull and Bear Tallies YTD

The US Stock Market Week 30 Summary:

Summary News Items for Week 30:

More Resources:

PBRMarketTools Info:

The PBR1000:

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

The PBR25 Top Buy Stocks June 2020 12 Month Report Card

The PBR25 Premise

Last 12 Months Influences

Creating The PBR25 Top Buy Stocks List for June 2020

Actual Results for The PBR25 Top Buy Stocks for June 2021

12 Month Report Card for The PBR25 Top Buy Stocks Dated July 2, 2020

Conclusions, Observations, Validations and Realities

Additional Information

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

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

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

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

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

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