USG Corporation, through its subsidiaries, engages in the manufacture and distribution of building materials worldwide. The company manufactures and markets gypsum and related products, including gypsum wallboard, lines of joint compounds used for finishing wallboard joints, lines of cement board and accessories, lines of gypsum fiber panels, lines of poured gypsum underlayments, and various construction plaster products in the United States, Canada, and Mexico. Its gypsum products are used in various building applications to finish the interior walls, ceilings, and floors in residential, c...
Here are updated thoughts on a few stocks I frequently talk about here.
First, thanks to Jeff Annello for bringing a presentation recently done by Primus
Guaranty (PRS) to my attention.<!----> I found it to be a very good
explanation of some potential sources of the mispricing in the stock,
as well as offering a good glimpse into the workings of the CDS
market.
Jeff and I have alternately argued that Primus is avery misunderstood company because it is a tiny company operating inthe fairly esoteric field of credit default swaps. Add in someaccounting standards that make for starkly different
USG seems very promising. Holding strong earnings even with the liability of asbestos claims. Came out of chapter 11 very strong, leader of sales in us Wall Board. Even in housing recession focusing business around additional sales for building and renovation. Motivated management to adapt to market. A good buy price for this stock is going to be $37.04. Anyone holding it I suggest selling at around $39.93 so you don't lose any profit you may have made.
Last year I wrote a very positive Chasing Value article suggesting that USG Corp (NYSE: USG) looked like a value proposition when it was trading around $52 a share. We bought it and to say we were way too early would be very very kind because it dropped with the market in the summer and has only recovered slightly.
The on-demand availability of information can be a great help to individual investors. Just as often, though, it can be a hindrance as a constant flood of incoming information can cause decision paralysis. Plus, the "biggest" news is usually very important today, in the here and now, but of far less consequence to the long term investor when you look at a the bigger picture.
And I'm not simply saying this from a detached writer's perspective. I was aghast the other day when I noticed how much cash is sitting in my own investment accounts. Cash that could be slaving away on my behalf,...
Compramos acciones de la norteamericana US GYPSUM, por un 3,7% de la cartera a 51,80 dólares por acción.
USG es un fabricante y distribuidor de yesos y placas de yeso presente en los Estados Unidos, Canadá y México, con más de 42 plantas productivas, la compañía está integrada verticalmente ya que también cuenta con minas de yeso que abastecen un 70% de las necesidades de la compañía y cuentan con unas reservas estimadas de 24 años, procediendo el 26% restante yesos sintético, un producto residual resultado de proceso de desulfarización en plantas de cogeneración eléctrica o plantas industr
Buffett Continues USG Buying Binge
Monday August 28, 10:36 am ET
By the InsiderScore.com Research Staff
The "Oracle of Omaha" continues to up his bet on wallboard manufacturer USG Corp. (NYSE: USG - News).
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National Indemnity Corp., a wholly owned subsidiary of OBH Inc., itself a wholly owned subsidiary of Berkshire Hathaway (NYSE: BRK-A - News), has increased its holdings in USG to 16,700,992 shares, or an 18.6% stake. The vehicle of Warren Buffett bought 567,218 shares at $45.92 on August 21st; 390,200 shares at $45.97 on August 22nd; 734,700 shares at $45.90 on August 23rd...
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Last year I wrote a very positive 
