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 »

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 »

Portfolio Moves; or This Wednesday Could Be an Interesting Week

August 4th, 2008 by

James Cullen

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See more AEO, Financials, James Cullen, Long Stocks, PRD, PRS, Small Caps, USG | 6 Comments »

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)

Dow Industrials; Housing; Oil; and Credit Cards

June 4th, 2008 by

James Cullen

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See more AIG, AXP, BAC, C, DIS, GE, HD, JNJ, James Cullen, MMM, MRK, PFE, USG | 1 Comment »

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)

Read more on USG, Owens Corning at Wikinvest

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

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Short Interest in USG, Sherwin-Williams (SHW) Diverging

April 16th, 2008 by

James Cullen

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300 Million Shorts Covered In Russell 3,000 During First Half Of May (Zero Hedge, 5/29/09)

TrimTabs Records Heavy Short Covering in Consumer Discretionary And IT Sectors (Zero Hedge, 5/12/09)

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

Read more on Sherwin-Williams Company, USG, Short Interest at Wikinvest

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

Golf Clap for the Homebuilders

April 16th, 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)

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

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

Read more on U.S. Housing Market at Wikinvest

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

A Week in Review: USG, AEO, AXP, AAPL

March 25th, 2008 by

James Cullen

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Lessons for Apple in Mays, Madoff (Investment U, 6/30/09)

American Eagle Outstanding (AEO) Valuation (Old School Value, 3/11/08)

Running The Numbers - Where is Apple ($AAPL) At? (Valuecruncher, 6/15/09)

Read more on USG, American Eagle Outfitters, American Express Company at Wikinvest

See more AAPL, AEO, AXP, Housing, James Cullen, Retail, Tech, USG | 2 Comments »

What Wild Market Day Says About Housing; Financial Stocks

March 11th, 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, Sherwin-Williams Company at Wikinvest

See more AXP, BAC, C, Financials, Housing, James Cullen, SHW, USB, USG, WFC, WY | 2 Comments »

The USG Stock Report

January 7th, 2008 by

James Cullen

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

Top Stories for the Week at VIN (Todd Sullivan's - ValuePlays, 1/12/08)

Keeping the Big Picture in View (The Average Joe Investor, 9/12/07)

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See more Housing, Industrials, James Cullen, Long Stocks, USG | 2 Comments »

An Early Black Friday Sale: USG @ $36.00

November 16th, 2007 by

James Cullen

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Keeping the Big Picture in View (The Average Joe Investor, 9/12/07)

i/o Data Centers opens Phoenix ONE (Telecom Ramblings, 6/28/09)

Stock Market Holiday Schedule in 2009 (Investing School, 5/25/09)

Read more on USG, Holiday Season at Wikinvest

See more Housing, Industrials, James Cullen, USG | 10 Comments »

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USG: Supply High, Demand Low, Pricing Still Improving

USG Earnings and Conference Call Notes

USG Earnings and Conference Call Notes

Portfolio Moves; or This Wednesday Could Be an Interesting Week

USG Earnings and Conference Call Notes

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

Dow Industrials; Housing; Oil; and Credit Cards

Owens Corning (OC) vs. USG; and More

A Bold Call - Is the Housing Crisis Over?

Short Interest in USG, Sherwin-Williams (SHW) Diverging

Golf Clap for the Homebuilders

A Week in Review: USG, AEO, AXP, AAPL

What Wild Market Day Says About Housing; Financial Stocks

The USG Stock Report

An Early Black Friday Sale: USG @ $36.00