Building related stocks
Thanks for your views on building related stocks. I also hold some ABC stock, and wonder what your views are on them? Are they worth keeping?
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Answer
Hi John,
ABC is probably our least favored building stock due to the products it makes and as JP Morgan highlighted this week, the near term impacts from weather related events has slowed down construction which will take time to work through. We don’t see ABC recovering this year and prefer CSR, JHX and even RWC which we covered early last week.
