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Stockchase Opinions

Jim Cramer - Mad MoneyMasco Corp.MASBUYOct 28, 2020

Made a huge EPS beat today, but still sold off in today's massive slide. Home renos will flourish during this lockdown. They offer cabinets and faucets.
$53.77

Stock price when the opinion was issued

$74.40

As of Jun 18, 2026. Market Open.

contractors
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BUY
There is a severe housing shortage. A nice way to play housing this is in the repair side. Rising rates will prevent homeowners from moving into new homes and they will stay in place. So, this will drive home renovations. We need to add more supply to homes in the next 12-18 months, but until then there will be pressure on this space.
BUY
Think Behr paint and Delta faucets. The home repair market will continue, which is less sensitive to interest rate rises as the homebuilders. She loves the housing-adjacent trade.
WEAK BUY

JPMorgan just downgraded it 60% of Masco's sales come from plumbing, so how big can DIY demand be? It's only up 6% YTD. He likes it, but sees better upside elsewhere like Whirlpool.

BUY
JPMorgan downgraded it today. Masco traded near the high of today on a day of bad news. Whenever he sees this combination, the bad news doesn't matter and the stock looks like it wants to go higher.
PAST TOP PICK

(Top Pick Nov 28/12, Up 33.46%) Started a new congestion area. It should go well from here.

TOP PICK

Manufactures building materials for the housing market. Many stocks are starting to develop a W formation, which is a very important thing. Stock is in a very nice uptrend above the 200 day moving average. His target is $21.

TOP PICK
Makes products that are used in home renovations and new house construction, which is a negative news back drop right now. This and the weak market have led to a 50% decline in the share price. This is a company that’s been around for 50 years and know how to manage the housing cycles. Yield of about 4% and have increased the dividend for 48 straight years.