- CSW Industrials will likely never trade cheap enough to trip my hurdle rate, and at the current price of $130/share, I may be waiting a while.
- Their relatively heavy exposure to the residential housing end-market has thrust them into strong year-over-year growth, which is being partially offset by their remaining end-markets.
- While I don't find shares terribly cheap, GARP oriented investors may find value here given management's historical record of driving value through acquisitions.
For further details see:
CSW Industrials Is Still Looking A Little Too Expensive