Spending on home repair and remodel (R&R) activities has decreased from the peaks seen during the pandemic, given high rates. Higher mortgage rates have resulted in a substantial number of potential homebuyers being unable to afford properties in the U.S. housing market. This, in turn, has created challenging demand conditions for companies within the Zacks Building Products – Wood industry. Nonetheless, there remains a persistent need for investment in critical replacements, addressing home performance def ...

文章核心观点 - 富勒&泰勒资产管理公司(Fuller & Thaler Asset Management, Inc.)减持了JELD-WEN Holding Inc(JELD)的股票,减持幅度为37.34% [1] - 富勒&泰勒资产管理公司仍持有JELD 4,853,971股,占JELD总股本的5.74% [1] - 这次减持对富勒&泰勒资产管理公司的投资组合产生了-0.2%的影响 [1] 公司概况 - 富勒&泰勒资产管理公司成立于1993年,总部位于加州圣马特奥,专注于行为金融领域,管理资产超过28亿美元 [2] - 公司采用自下而上的投资策略,主要投资于中小市值成长型和价值型股票,尤其关注金融服务和工业等行业 [2] - 公司主要持股包括Citizens Financial Group Inc(CFG)和EMCOR Group Inc(EME) [2] JELD-WEN Holding Inc概况 - JELD-WEN Holding Inc总部位于美国,是一家专注于制造门窗的建筑行业公司,自2017年1月27日IPO以来主要聚焦北美市场,同时在欧洲和澳大利亚也有业务 [3] - 尽管面临挑战,JELD-WEN目前市值135亿美元,被评为"公允价值"评级,GF价值为14.86美元 [3][5] JELD-WEN股票表现 - JELD-WEN股价目前为15.94美元,略高于其GF价值,表明估值合理 [5] - 该股今年以来下跌14.12%,自IPO以来下跌36.87%,反映了行业挑战和公司内部问题对投资者情绪和股价的影响 [5] 行业分析 - JELD-WEN在门窗制造行业与其他公司竞争,该行业面临原材料成本波动和建筑需求受经济周期影响等挑战 [6] - JELD-WEN的多地区战略有助于缓解某些区域风险 [6] 富勒&泰勒减持的影响 - 富勒&泰勒减持JELD-WEN股票可能反映了对公司前景的担忧或对特定问题的担忧,这可能会引起投资者对JELD-WEN前景的重新评估 [7] - 其他主要投资者包括Pzena Investment Management LLC、HOTCHKIS & WILEY、First Eagle Investment和Joel Greenblatt,各自有不同的投资理念 [8] - 这次交易突出了投资策略在应对市场变化和公司表现方面的动态性 [8]

CHARLOTTE, N.C., Sept. 26, 2024 /PRNewswire/ -- JELD-WEN Holding, Inc. (NYSE: JELD), a leading global manufacturer of building products, announced today that it will release third quarter 2024 results on Monday, November 4, 2024. The company will hold a conference call to discuss the results at 8 a.m. EST on Tuesday, November 5, 2024. Interested investors and other parties can access the call either via webcast found on the Investor Relations section of the company's website at investors.JELD-WEN.com, or by ...

CHARLOTTE, N.C., Sept. 13, 2024 /PRNewswire/ -- JELD-WEN Holding, Inc. (NYSE: JELD) announced today that its subsidiary, JELD-WEN, Inc., completed the redemption of all $200 million aggregate principal amount of its outstanding 4.625% Senior Notes due 2025 for 100% of the principal amount thereof, plus accrued and unpaid interest. About JELD-WEN JELD-WEN Holding, Inc. (NYSE: JELD) is a leading global designer, manufacturer and distributor of highperformance interior and exterior doors, windows, and related ...

jsnover From my experience, value investing is the best way to make money over the long haul. This is especially true when it has a contrarian bent to it. But it's not for the faint of heart. The fact of the matter is that value opportunities exist because the market is pessimistic about the prospects they offer. To some extent, these concerns are usually warranted. But the hope is that they are overhyped by those who are bearish. Regardless, this can mean that you can be wrong for a long time before you be ...

CHARLOTTE, N.C., Sept. 3, 2024 /PRNewswire/ -- JELD-WEN Holding, Inc. (NYSE: JELD), today announced that it is unable to participate in the Jefferies Industrial Conference on Thursday, September 5, 2024, due to senior management testing positive for COVID-19. About JELD-WEN Holding, Inc. JELD-WEN Holding, Inc. (NYSE: JELD) is a leading global designer, manufacturer and distributor of highperformance interior and exterior doors, windows, and related building products serving the new construction and repair a ...

CHARLOTTE, N.C., Aug. 22, 2024 /PRNewswire/ -- JELD-WEN Holding, Inc. ("JELD-WEN") (NYSE: JELD) today announced the completion of its offering of $350 million of 7.000% senior unsecured notes due 2032 (the "Notes") in a private placement exempt from registration under the Securities Act of 1933, as amended (the "Securities Act"). The Notes are guaranteed by JELD-WEN, Inc., the main operating subsidiary of JELD-WEN ("JWI"), and by each of JWI's domestic subsidiaries that guarantee indebtedness under JWI's te ...

CHARLOTTE, N.C., Aug. 19, 2024 /PRNewswire/ -- JELD-WEN Holding, Inc. (NYSE: JELD), a leading global manufacturer of building products, today announced that Chief Executive Officer William J. Christensen and Chief Financial Officer Samantha Stoddard will participate in the upcoming Jefferies Industrials Conference fireside chat at 11:00 am ET on Thursday, September 5, 2024. The live webcast will be available on JELD-WEN's website at investors.jeld-wen.com. The replay of the webcast will be available at inve ...

CHARLOTTE, N.C. , Aug. 14, 2024 /PRNewswire/ -- JELD-WEN Holding, Inc. ("JELD-WEN") (NYSE: JELD) announced today that its subsidiary, JELD-WEN, Inc. ("JWI"), elected to redeem, subject to completion of the notes offering announced by JELD-WEN on August 8, 2024, all of its outstanding 4.625% Senior Notes due 2025 (the "Notes"), in accordance with the terms of the Notes and the related indenture. Wilmington Trust, National Association, as trustee under the indenture, mailed a conditional notice of redemption ...

Spending on home repair and remodel (R&R) activities has decreased from the peaks seen during the pandemic, given high rates. The surge in interest rates has resulted in a substantial number of potential homebuyers being unable to afford properties in the U.S. housing market. This, in turn, has created challenging demand conditions for companies within the Zacks Building Products – Wood industry. Nonetheless, there remains a persistent need for investment in critical replacements, addressing home performanc ...