Don't Get Shellacked

Last week I was trying to figure out why Sherwin-Williams (SHW) stock was so strong. I caught the analyst presentation, and within a few minutes I found why.

In terms of millions of gallons, sales of the U.S. architectural coatings market (i.e. paint) has rebounded sharply after having bottomed out in 2009. From just under 600 million gallons in 2009 to an estimated 671 million gallons in 2013, the market is recovering nicely. Furthermore, based on past sales, the architectural-coatings market still has a ways to go in its recovery. Typically the industry sells between 740 million and 760 million gallons of paint a year -- and nobody is watching the paint dry over at Sherwin. Some sources estimate the market could grow to more than 800 million gallons by 2015. Who knew architectural coatings could be so exciting?...293 more words left in this article. To read them, just click below and try Real Money FREE for 14 days.

Read the full story and get access to the Real Money Pro trading floor.

There’s no substitute for a trading floor to get great ideas, so Jim Cramer created a better one at Real Money and blogs there exclusively. We then added legendary hedge fund manager, Doug Kass, with his exclusive Daily Diary and best investing ideas. Staffed with more than 4 dozen investing pros, money managers, journalists and analysts, Real Money Pro gives you a flood of opinions, analysis and actionable trading advice found nowhere else, and allows you to interact directly with each expert.

Already a Subscriber? Please login.

Except as otherwise indicated, quotes are delayed. Quotes delayed at least 20 minutes for all exchanges. Market Data provided by Interactive Data. Company fundamental data provided by Morningstar. Earnings and ratings provided by Zacks. Mutual fund data provided by Valueline. ETF data provided by Lipper. Powered and implemented by Interactive Data Managed Solutions.

TheStreet Ratings updates stock ratings daily. However, if no rating change occurs, the data on this page does not update. The data does update after 90 days if no rating change occurs within that time period.

IDC calculates the Market Cap for the basic symbol to include common shares only. Year-to-date mutual fund returns are calculated on a monthly basis by Value Line and posted mid-month.