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James Hardie (JHX), Car Group (CAR) and HUB24 (HUB)

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    James Hardie (JHX), Car Group (CAR) and HUB24 (HUB)

    Hi Market Matters Team Can I Have your current view on James Hardie. Would you sell JHX to fund the purchase of CAR or HUB. If so would your preference be CAR or HUB. regards Debbie

    Answer

    Hi Debbie,

    Very different businesses and a difficult question. If pressed, we have a bias towards JHX and CAR at current levels, HUB is very much a market linked stock and as discussed when we dipped our toe in the water this week we’re more an accumulate on this one as we could see it trade lower from here. However, we do plan to average our position if that were to eventuate with a  de3cent spike under $70  likely to catch our attention.

    • We remain bullish on James Hardie (JHX).
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    HUB24 Ltd (HUB)
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