Owens Corning: From Watchlist To Buy

  • Owens Corning has been on my watchlist for some time but rarely trades at a discount. Perceived tariff uncertainties and a cautious Q1 earnings call changed that. I find the company attractively valued today, trading below its historical P/E averages with a dividend yield above its five-year norm. On top of that, the 23% dividend CAGR and aggressive share repurchase program add to the stock's total return potential.