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Sherwin-Williams is the largest provider of architectural paint in the United States. The company has over 5,000 stores and sells premium paint at higher price points than most competitors. Sherwin-Williams also sells paint-related products in big-box stores and provides coatings for original equipment manufacturers.

While the stock market made a decent recovery on Monday after getting trounced since April 11, we certainly do not have enough evidence that the pullback is over. There has been some minor technical damage from an intermediate-term perspective, with the major indices undercutting their 50-day moving averages and the 21-day exponential average crossing below the 50-day simple late last week. This is the first moving-average crossover since August 2023. So after any oversold rally runs its course, we think there is an even chance that the indices have another leg lower that will undercut Friday's low.

Sociedad Quimica y Minera de Chile is a Chilean commodities producer with significant operations in lithium (primarily used in batteries for electric vehicles and energy storage systems), specialty and standard potassium fertilizers, iodine (primarily used in X-ray contrast media), and solar salts. The company extracts these materials through its high-quality salt brine deposits and caliche ore. SQM is also developing a hard rock lithium project in Australia and is growing its lithium refining assets in China.

In this edition, rental equipment companies haven't dug moats yet; homeowners are repairing remodel spending numbers; GE Vernova might power through the gap between position and performance; and Santos, Crown Castle, and Melrose Industries.