FBU is a NZ based manufacturer and seller of building products such as cement, plasterboard and lumber. From a valuation perspective the stock is cheaper than the Australian names but the dividend yield is not as attractive, we like FBU but the risk / reward looks more appealing under $6.
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A discussion with Geoff Wilson – Wilson Asset Management & James Gerrish – Market Matters
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Thursday 17th April – ASX +24pts, CGF, BHP, STO
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Thursday 17th April – Dow -699pts, SPI down -26pts
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MM is bullish FBU.
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A discussion with Geoff Wilson – Wilson Asset Management & James Gerrish – Market Matters
Recorded Monday 31st March

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Thursday 17th April – ASX +24pts, CGF, BHP, STO
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Thursday 17th April – Dow -699pts, SPI down -26pts
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