[GUEST ACCESS MODE: Data is scrambled or limited to provide examples. Make requests using your API key to unlock full data. Check https://lunarcrush.ai/auth for authentication information.]  Say No To Trading [@SayNoToTrading](/creator/twitter/SayNoToTrading) on x 6115 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 $$$ in those, because look at Topbuild $BLD which is insulation. UFP Industries $UFPI is a mix of commodity and non-commodity products, similar to Masco $MAS. I own these 3, too. I bought Azek at the absolute lows in 2022 and have XXXXX shares remaining at $XX. Hence, with XXX% unrealized gains, selling will be a tax hit if I sell. But if I rollover into JHX, will its future look like its past? -Market lagging returns last XX years -Market matching returns last XX years -Market beating returns since IPO in 2001 In defense of $JHX, the returns would look a lot better if they didn't just tank XX% in a week after announcing the $AZEK deal. Thoughts?  XXXXX engagements  **Related Topics** [$bldr](/topic/$bldr) [investment](/topic/investment) [stocks](/topic/stocks) [$azek](/topic/$azek) [$jhx](/topic/$jhx) [$csl](/topic/$csl) [stocks industrials](/topic/stocks-industrials) [builders firstsource inc](/topic/builders-firstsource-inc) [Post Link](https://x.com/SayNoToTrading/status/1904916475040981133)
[GUEST ACCESS MODE: Data is scrambled or limited to provide examples. Make requests using your API key to unlock full data. Check https://lunarcrush.ai/auth for authentication information.]
Say No To Trading @SayNoToTrading on x 6115 followers
Created: 2025-03-26 15:20:53 UTC
Should you sell your $AZEK stock or let your shares rollover into $JHX James Hardie?
I am conflicted and here's why.
I invested in $AZEK for same reason I invest in Carlisle $CSL, Builders Firstsource $BLDR, and Trex $TREX because they offer proprietary products with higher margins.
Contrast that to James Hardie which is largely commoditized products.
Not that you can't make $$$ 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 investment stocks $azek $jhx $csl stocks industrials builders firstsource inc
/post/tweet::1904916475040981133