UFP Industries, Inc. UFPI
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Quick take
UFP is the rare lumber-plus-pallets shop that mints cash, sports a net-cash balance sheet and quietly pivots into sexy higher-margin composites. The moat won’t stop a gale-force housing recession, but it’s decent—and the balance sheet is Kevlar. With the market pricing the stock for no growth and our base case pointing to $120/share, patient investors get a sturdy, if cyclical, compounder at a builder-grade discount—just be ready for sawdust in the air when housing sneezes.
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