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Four Things I Think I Think

September 7th, 2008 by James Cullen


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See more F, FNM, FRE, Financials, GM, Housing, James Cullen, RTH, XHB, XLF | No Comments »

USG Earnings and Conference Call Notes

July 22nd, 2008 by James Cullen

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See more EXP, Housing, Industrials, James Cullen, TIN, USG | 3 Comments »

Round-Trip Round-Up: Timberrr!, Oil, Lenders, Guarantors, and Airlines

June 24th, 2008 by James Cullen

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See more ABK, AXP, Financials, Housing, Industrials, James Cullen, MA, MBI, Oil and Gas, PCL, PRS, RYN, USB, V, WFC, WY | 3 Comments »

Weekend Reading: AmEx, Housing, Arbs, and Industries

May 31st, 2008 by James Cullen

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Owens Corning (OC) vs. USG; and More

May 21st, 2008 by James Cullen

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See more Financials, Housing, Industrials, James Cullen, OC, PRS, USG | 3 Comments »

A Bold Call - Is the Housing Crisis Over?

May 10th, 2008 by James Cullen

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See more EXP, Housing, Industrials, James Cullen, USG | No Comments »