Total Ideas
1
Bullish Ideas
0 (0%)
Bearish Ideas
Recent Activity
0
"MAS: Premier home improvement supplier w/ strong brands - Behr paint (top 3 Consumer Reports rated) exclusive to Home Depot (88% sales from repair/reno, not new builds) & Delta plumbing (respected by contractors). Trading at 18x P/E, reduced from recent high. Consistent FCF ($750M+), aggressive buybacks (37% shares reduced over 10y), minimal China tariff exposure."
Sentiment