Core Insights - Aristotle Capital Boston, LLC reported solid results for U.S. small/mid-cap equities in Q3 2025, with a return of 2.57% net of fees, underperforming the Russell 2500 Index's 9.00% total return [1] Company Overview - James Hardie Industries plc (NYSE:JHX) manufactures and supplies fiber cement and fiber gypsum products primarily for residential construction [3] - The company has a market capitalization of $12.122 billion, with shares closing at $20.93 on October 31, 2025 [2] Performance Metrics - James Hardie Industries plc experienced a one-month return of 4.18%, but its shares have lost 34.06% over the past 52 weeks [2] - The stock is not among the 30 most popular stocks among hedge funds, although the number of hedge fund portfolios holding JHX increased from 12 to 32 in the last quarter [4] Strategic Developments - The acquisition of The AZEK Company enhances James Hardie's product offerings and positions the company for market share gains in an expanded addressable market [3] - The company is expected to benefit from operating synergies, merger cost synergies, and enhanced scale efficiencies, which should improve shareholder value creation potential [3]

Core Viewpoint - Louisiana-Pacific Corp (NYSE:LPX) is identified as a stock with significant upside potential, supported by a recent dividend declaration and favorable market conditions following the exit of a competitor [1][2][3]. Group 1: Dividend Declaration - On October 30, Louisiana-Pacific Corp announced a cash dividend of $0.28 per share, scheduled for payment on November 21 to shareholders of record as of November 14 [1]. Group 2: Market Position and Analyst Ratings - DA Davidson reiterated a 'Buy' rating on Louisiana-Pacific Corp on October 10, setting a price target of $117, anticipating that the company will fill a market void left by a competitor's exit [2]. - The closure of Nichicha's primary manufacturing plant is expected to create opportunities for Louisiana-Pacific Corp to capitalize on, as the company is viewed as trading at attractive levels due to its strong margin profile [3]. Group 3: Company Overview - Louisiana-Pacific Corp, based in Nashville, Tennessee, specializes in engineered wood materials for construction, operating over 20 manufacturing plants across the U.S., Canada, Chile, and Brazil [4].

Group 1 - QXO, Inc. (NYSE:QXO) is highlighted in Jim Cramer's lightning round, with a recommendation to buy the stock based on the backing of Brad Jacobs [1] - QXO, Inc. supplies a variety of roofing, siding, waterproofing, and construction materials, targeting contractors, distributors, and suppliers [1] - The potential impact of the Big Beautiful Bill on housing stocks is discussed, suggesting that if the bill passes, it would be advantageous to invest in housing-related stocks, including QXO [1] Group 2 - The article mentions that while QXO has investment potential, certain AI stocks may offer greater upside and less downside risk [1]