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Say No To Trading @SayNoToTrading on x 6345 followers
Created: 2025-03-26 15:20:53 UTC
Should you sell your $AZEK stock or let your shares rollover into $JHX James Hardie?
I am conflicted and here's why.
I invested in $AZEK for same reason I invest in Carlisle $CSL, Builders Firstsource $BLDR, and Trex $TREX because they offer proprietary products with higher margins.
Contrast that to James Hardie which is largely commoditized products.
Not that you can't make $$$ in those, because look at Topbuild $BLD which is insulation. UFP Industries $UFPI is a mix of commodity and non-commodity products, similar to Masco $MAS. I own these 3, too.
I bought Azek at the absolute lows in 2022 and have XXXXX shares remaining at $XX. Hence, with XXX% unrealized gains, selling will be a tax hit if I sell.
But if I rollover into JHX, will its future look like its past?
-Market lagging returns last XX years -Market matching returns last XX years -Market beating returns since IPO in 2001
In defense of $JHX, the returns would look a lot better if they didn't just tank XX% in a week after announcing the $AZEK deal.
Thoughts?
XXXXX engagements
Related Topics bldr $bldr investment stocks $azek $jhx $csl stocks industrials