02-18-2019, 07:30 PM
(02-18-2019, 11:05 AM)rayray Wrote: I never looked at RPM....but I've been looking at PPG off and on for a few years, another that seems to be a little overvalued too.
All the CHEM and coatings companies are a little risky right here. They were showing some signs of distress before the tariffs kicked in and they will pull back hard when the recession finally comes. Some great companies though.
PPG, Sherwin-Williams and Dow are among the companies I thought might have acquired RPM decades ago. The Rustoleum brand is powerful and RPM is not a huge cap company. I gave it some more thought and I can't think of a retailer that sells paint, that doesn't sell Rustoleum. Any guy that hasn't heard of Rustoleum should turn in his man card immediately.
