A perpective on a CSR type stock in the long run is the...

A perpective on a CSR type stock in the long run is the competitive position in being in an industry that has:

1. high barriers to entry
2. low "trendyness"
3. limited scope to be disrupted by some left field innovation or digital platform shift.

How many new start ups or smaller players are pursuing their markets? Are all these whiz kids out their in silicon valley pods or basements even thinking about the building materials market? It is a huge part of the economy that is somewhat protected from endless assults of fresh competition.

This is in contrast to say many tech companies which have a squillion wannabes out there chasing every niche.

You won't see spectacular growth but there is a degree of set and forget that has a lot of value for long term portfolios if bought at a reasonable price.