Value Investing with Sven Carlin, Ph.D. on $MAS (Nov 10, 2026)
AI summary · Value Investing with Sven Carlin, Ph.D.
Masco is fairly priced in this market and has done greatly over time; it is a bit lower again on housing, and if valuation reverses it would trade at a P/E of 11. The speaker is not that familiar with it, notes it is divesting something, but sees its decline as perhaps not well protected in a recession.
“Housing Stocks Look Interesting - Lennar, NVR, Weyerhaeuser + S&P 500 Stock by Stock 440 to 420”
Value Investing with Sven Carlin, Ph.D.Published Nov 10 · 1 passage
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Masco, another fairly priced in this market, has done greatly over time. Now, it's a little bit lower again related to housing. If valuation reverses, this then trades at a P ratio of 11.
Same story there. I'm not that familiar with the company. They are devesting something but you can see the decline perhaps not that protected there in case of a recession.