USG: Supply High, Demand Low, Pricing Still Improving

April 24th, 2009 by

James Cullen

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Berkshire Hathaway Files 13D/A in USG $$ (Todd Sullivan's - ValuePlays, 2/11/09)

Berkshire & Fairfax Buy Convertibles in USG ($usg) (Todd Sullivan's - ValuePlays, 11/21/08)

Buffett Should've Picked Owens Corning (Prudent Speculations, 5/14/08)

Read more on USG at Wikinvest

See more Housing, Industrials, James Cullen, Long Stocks, USG, XHB | No Comments »

USG Earnings and Conference Call Notes

February 11th, 2009 by

James Cullen

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Berkshire Hathaway Files 13D/A in USG $$ (Todd Sullivan's - ValuePlays, 2/11/09)

Berkshire & Fairfax Buy Convertibles in USG ($usg) (Todd Sullivan's - ValuePlays, 11/21/08)

Buffett Should've Picked Owens Corning (Prudent Speculations, 5/14/08)

Read more on USG at Wikinvest

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

Sector Leadership and Market Bottoms

January 5th, 2009 by

James Cullen

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May San Diego Home Sales Increase Revised From 89% to 6.5% (Zero Hedge, 6/30/09)

The "Housing Rebound" As Traded By An Insider (Zero Hedge, 6/3/09)

S&P 500 returns and the normal distribution (Capital Ideas, 1/24/09)

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See more Commodities, Economy, Financials, Housing, James Cullen, Retail, Stock Market, Utilities | No Comments »

Start With Re-Defining the Incentives

December 12th, 2008 by

James Cullen

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AmEx Will Pay To Lose You As A Customer (Zero Hedge, 2/23/09)

American Express CEO Made $27.3 Million (Zero Hedge, 3/16/09)

American Express maintains its dividend payment (Dividend Growth Investor, 3/30/09)

Read more on American Express Company, EasyLink Services at Wikinvest

See more Banks, Economy, Financials, Housing, James Cullen, Politics | 2 Comments »

Datapoints on Consumer Debt, Housing, and Treasuries

December 7th, 2008 by

James Cullen

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May San Diego Home Sales Increase Revised From 89% to 6.5% (Zero Hedge, 6/30/09)

Mortgage Rate And Home Sales Weakness Accelerates (Zero Hedge, 6/24/09)

The Housing Market: The Disappointment Of The Decade (Investment U, 5/27/09)

Read more on U.S. Housing Market at Wikinvest

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USG Earnings and Conference Call Notes

November 1st, 2008 by

James Cullen

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Berkshire & Fairfax Buy Convertibles in USG ($usg) (Todd Sullivan's - ValuePlays, 11/21/08)

Berkshire Hathaway Files 13D/A in USG $$ (Todd Sullivan's - ValuePlays, 2/11/09)

Buffett Should've Picked Owens Corning (Prudent Speculations, 5/14/08)

Read more on USG at Wikinvest

See more F, Housing, IR, Industrials, James Cullen, SHW, USG, WY | 2 Comments »

Earnings Set Up a Fun Week for Market

October 27th, 2008 by

CA Editors

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See more Chaudhry and Cole, Financials, Housing, Stock Market, XHB, XLF | No Comments »

Creativity, $700 Billion, Can Solve Problems

September 24th, 2008 by

James Cullen

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Mortgage Rate And Home Sales Weakness Accelerates (Zero Hedge, 6/24/09)

May San Diego Home Sales Increase Revised From 89% to 6.5% (Zero Hedge, 6/30/09)

Ending the Credit Crisis: The “Money Morning 15-Point Plan” (Investment U, 9/25/08)

Read more on 2008 Financial Crisis, U.S. Housing Market at Wikinvest

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The Gruesome Twosome Thesis

September 23rd, 2008 by

James Cullen

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Momentum Investing: The Secret to a Red-Hot Stock Portfolio (Investment U, 6/24/09)

May San Diego Home Sales Increase Revised From 89% to 6.5% (Zero Hedge, 6/30/09)

Mortgage Rate And Home Sales Weakness Accelerates (Zero Hedge, 6/24/09)

Read more on How To Invest, U.S. Housing Market at Wikinvest

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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 | 1 Comment »

USG Earnings and Conference Call Notes

July 22nd, 2008 by

James Cullen

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Buffett Should've Picked Owens Corning (Prudent Speculations, 5/14/08)

USG (USG) on Housing (Todd Sullivan's - ValuePlays, 4/29/08)

Berkshire & Fairfax Buy Convertibles in USG ($usg) (Todd Sullivan's - ValuePlays, 11/21/08)

Read more on USG at Wikinvest

See more EXP, Housing, Industrials, James Cullen, TIN, USG | 4 Comments »

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

June 24th, 2008 by

James Cullen

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The Recent Oil Price Rise Will Slow or Stop (Jim Kingsdale's Energy Investmen..., 6/15/09)

Gold climbs to $1250, Oil at $200 (Investment U, 5/26/09)

The Outlook for Oil (Jim Kingsdale's Energy Investmen..., 6/1/09)

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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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May San Diego Home Sales Increase Revised From 89% to 6.5% (Zero Hedge, 6/30/09)

Mortgage Rate And Home Sales Weakness Accelerates (Zero Hedge, 6/24/09)

The Housing Market: The Disappointment Of The Decade (Investment U, 5/27/09)

Read more on U.S. Housing Market, American Express Company at Wikinvest

See more AXP, Financials, Housing, Industrials, James Cullen | No Comments »

Owens Corning (OC) vs. USG; and More

May 21st, 2008 by

James Cullen

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Buffett Should've Picked Owens Corning (Prudent Speculations, 5/14/08)

D.E. Shaw & Co Sells Owens Corning (OC) Shares (Per SEC Form 4 Filing) (market folly, 5/11/09)

Owens Corning (OC) Reports Strong Quarter And Improved Outlook (Green Stocks Central, 7/30/08)

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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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May San Diego Home Sales Increase Revised From 89% to 6.5% (Zero Hedge, 6/30/09)

Mortgage Rate And Home Sales Weakness Accelerates (Zero Hedge, 6/24/09)

The Housing Market: The Disappointment Of The Decade (Investment U, 5/27/09)

Read more on U.S. Housing Market at Wikinvest

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

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USG: Supply High, Demand Low, Pricing Still Improving

USG Earnings and Conference Call Notes

Sector Leadership and Market Bottoms

Start With Re-Defining the Incentives

Datapoints on Consumer Debt, Housing, and Treasuries

USG Earnings and Conference Call Notes

Earnings Set Up a Fun Week for Market

Creativity, $700 Billion, Can Solve Problems

The Gruesome Twosome Thesis

Four Things I Think I Think

USG Earnings and Conference Call Notes

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

Weekend Reading: AmEx, Housing, Arbs, and Industries

Owens Corning (OC) vs. USG; and More

A Bold Call - Is the Housing Crisis Over?