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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)

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

Round-Up: Paper/Forestry/Building Materials; Eggs; Asymmetric Risk/Reward; Market Internals

July 8th, 2008 by

James Cullen

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Read Hear and See for October 9th (Fusion Investing and Analysis, 10/9/08)

Seth Klarman Files 13-HR (Todd Sullivan's - ValuePlays, 5/15/09)

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See more CALM, HW, IP, James Cullen, PRS, Stock Market, TIN, UFS, USG | 3 Comments »

Is it Time to Buy Paper/Forestry or Building Materials?

June 16th, 2008 by

James Cullen

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See more IP, Industrials, James Cullen, PCL, RYN, TIN, UFS, WY | No Comments »