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USG Earnings and Conference Call Notes

November 1st, 2008 by James Cullen

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More on this topic (What's this?)
Buffett Should've Picked Owens Corning (Prudent Speculations, 5/14/08)
USG (USG) on Housing (Todd Sullivan's - ValuePlays, 4/29/08)
Top Stories for the Week at VIN (Todd Sullivan's - ValuePlays, 1/12/08)
Read more on USG at Wikinvest

See more F, Housing, IR, Industrials, James Cullen, SHW, USG, WY | 1 Comment »

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

June 24th, 2008 by James Cullen

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More on this topic (What's this?)
How Oil is Actually Priced: Be Worried (Jim Kingsdale's Energy Investmen..., 9/29/08)
Bubbles: Nasdaq vs. Homebuilders vs. Oil? (Kirk's Market Thoughts, 6/17/08)
How Many Barrels of Oil Will One Ounce of Gold Buy? (Kirk's Market Thoughts, 6/22/08)
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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More on this topic (What's this?)
The Top 5 Global Paper Producers (ADRUniverse.com, 11/1/08)
Running The Numbers – Fletcher Building (FBU.NZ) (Valuecruncher, 10/21/08)
Advance Retail Sales: Record Low (Grace Cheng, 11/14/08)
Read more on Building Materials, Weyerhaeuser Company at Wikinvest

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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More on this topic (What's this?)
Inventory highest in 27 years (Option ARMageddon, 4/24/08)
Housing Bill advances in Senate (Option ARMageddon, 4/2/08)
How to Miss the Housing Crash (World Beta - Engineering Targete..., 10/1/08)
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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More on this topic (What's this?)
From The Mailbag: International Paper (Barel Karsan, 10/30/08)
The Top 5 Global Paper Producers (ADRUniverse.com, 11/1/08)
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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More on this topic (What's this?)
Good News on the Housing Front (Option ARMageddon, 3/3/08)
More NAR B.S. (Option ARMageddon, 3/26/08)
How to Miss the Housing Crash (World Beta - Engineering Targete..., 10/1/08)
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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More on this topic (What's this?)
CreditSights: Tough times for builders (Option ARMageddon, 2/10/08)
Barack vs. Hillary on Housing (Option ARMageddon, 1/31/08)
How to Miss the Housing Crash (World Beta - Engineering Targete..., 10/1/08)
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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More on this topic (What's this?)
The Top 5 Global Paper Producers (ADRUniverse.com, 11/1/08)
Read more on Weyerhaeuser Company at Wikinvest

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

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