is apparently the announcement of RPM's plan for MAP2025 expressed positively. Sounds a little more promotional than the company has traditionally been and I suppose just a one time benefit. Investor day in early Oct also sounds like Sullivan is not opposed to a bit more aggressive stock price encouragement--like QCOM and those two are my largest holdings.
While RPM is a wonderful amalgamation of companies in related contstruction businesses, I can't quite imagine them growing profits all that fast. However, having a higher stock price makes acquisition of small companies more efficient and profitable. A high PE assigned to new earnings from smaller company which was bought while in a low PE status leads to false but promising growth. RPM has been doing it for a long time and the largest misstep has been buying companies with asbestos exposure. I expect they are more careful now--but chemicals are inherently dangerous businesses since one cannot always predict what might turn out to be a threat.