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![SayNoToTrading Avatar](https://lunarcrush.com/gi/w:24/cr:twitter::1880059139419959296.png) Say No To Trading [@SayNoToTrading](/creator/twitter/SayNoToTrading) on x 6309 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?

![](https://pbs.twimg.com/media/Gm-dRs6bYAA-Doh.jpg)

XXXXX engagements

![Engagements Line Chart](https://lunarcrush.com/gi/w:600/p:tweet::1904916475040981133/c:line.svg)

**Related Topics**
[$bldr](/topic/$bldr)
[investment](/topic/investment)
[stocks](/topic/stocks)
[$azek](/topic/$azek)
[$jhx](/topic/$jhx)
[$csl](/topic/$csl)
[stocks industrials](/topic/stocks-industrials)
[builders firstsource inc](/topic/builders-firstsource-inc)

[Post Link](https://x.com/SayNoToTrading/status/1904916475040981133)