Masco Corp.: DIY Headwinds And Cost Pressure From Tariffs Make Me Cautious
Following my coverage on Masco Corp. ( MAS ) in Feb ’24, in which I recommended a buy rating as I expected FY24 to be a good macro year that should drive demand recovery, thisI take a fundamentals-based approach to value investing.I disagree with the common misconception held by many investors that low multiple stocks must be cheap. I look for companies that offer the best long-term durability at the most affordable prices. Consequently, I have a propensity to be drawn to companies with steady long-term gro ...