Sydney based JHX continues to expand its product offering into the US, a market its very successfully navigated since the GFC, they are even lifting margins in their North American business. The only issue is how much good news / optimism is built into the stocks strong advance since March 2020. At this stage we are keen buyers of a pullback under $40, ideally closer to the lows of last month.
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Performance update for March, stocks that drove returns & our current positioning
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Friday 26th April – ASX200 -101pts, Newmont (NEM), Resmed (RMD) & Super Retail (SUL)
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Market Matters Research Lead Shawn Hickman with David Koch
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MM likes JHX around $36
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Performance update for March, stocks that drove returns & our current positioning
Recorded Tuesday 9th April
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Friday 26th April – ASX200 -101pts, Newmont (NEM), Resmed (RMD) & Super Retail (SUL)
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Market Matters Research Lead Shawn Hickman with David Koch
Recorded Monday 25th March
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