Nov. 18 at 2:19 PM
$JHX big difference in how this call went.... After nearly 6months of mostly "mea culpa"... Mgmt is now guiding "better"... Hope this is the bottom for the stock (even if not for the industry/sector... Just look at
$HD )
Just remember valuation, every (almost) 1$ higher in stock price is 1 turn higher in pe... 2027 adj eps is 1.14.. so keep in mind if this runs back up to
$22
It would be great if all these AI data center decided to use hardie and azek for their exterior finishes hahahahahah...