
On CNBC’s “Halftime Report Final Trades,” Brenda Vingiello of Sand Hill Global Advisors said Sherwin-Williams Co’s (NYSE:SHW) stock has lost 30% year-to-date and the company is “very well positioned.” The news of higher input costs is “already out” and Sherwin-Williams “should have higher volumes as a result of a really healthy market,” she added.
Sarat Sethi said American Express Company (NYSE:AXP) has “spent hundreds of millions in the pandemic to expand their base.” He added, “I really like companies that are spending money to grow.”