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)

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)

Read more on Oil Prices, Airlines at Wikinvest

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

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 »

Weyerhaeuser (WY) Sells CBPR Unit to International Paper (IP)

March 17th, 2008 by

James Cullen

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International Paper: Upgraded Now? (The Razor's Edge, 4/15/09)

From The Mailbag: International Paper (Barel Karsan, 10/30/08)

Dividend Investors Watch Out (The Razor's Edge, 3/2/09)

Read more on Weyerhaeuser Company, International Paper Company at Wikinvest

See more Housing, IP, Industrials, James Cullen, WY | 1 Comment »

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 »

Weyerhaeuser (WY): A Buy on Sum of Parts, Early-Cycle Housing?

February 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)

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 Weyerhaeuser Company, U.S. Housing Market at Wikinvest

See more Housing, Industrials, James Cullen, LPX, PCH, PCL, RYN, WY | 7 Comments »

Weyerhaeuser (WY): Do Market Price, Sum-of-Parts Disagree?

February 10th, 2008 by

James Cullen

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See more DRYS, Housing, IP, Industrials, James Cullen, SHW, WY | 7 Comments »

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USG Earnings and Conference Call Notes

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

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

Golf Clap for the Homebuilders

Weyerhaeuser (WY) Sells CBPR Unit to International Paper (IP)

What Wild Market Day Says About Housing; Financial Stocks

Weyerhaeuser (WY): A Buy on Sum of Parts, Early-Cycle Housing?

Weyerhaeuser (WY): Do Market Price, Sum-of-Parts Disagree?