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James Hardie: A Structural Compounder Hiding In A Cyclical Valuation (JHX)

I rate James Hardie Industries plc ( JHX ) a BUY as the market has over discounted the cyclicality risk of the business and underappreciated the structural transformation of JHX into the repair & remodel (R&R) business. There are severalI am currently working as an investment analyst at a family office. My specialty is identifying high-quality and/or severely mispriced investment ideas. I believe that a great investment idea would "jump" at you intuitively and it comes in buying great companies at great pri ...