Just lost this post; so gonna be short n sweet. $UFPI & $MLI are close to or at 52 week highs. But I sold $MLI while holding/adding to $UFPI. Here’s why: Mueller Industries is sporadic, UFP Industries is anything but.

While revenue, profit margins, operating margins, and ROIC have improved almost linearly since 2012, the P/E has continued to decline, while earnings have seen increases annually since 2017 (date when my data stops).

Sorry I can’t give all the details to 2012 on all data, but I refuse to pay for information. So sometimes I have to stitch together data from different sources😉

Company is trending in the right direction with metrics I care about. Hard to find outside the tech industry in my experience.