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Blogs about USG

Blogs	Description	Date Updated
Fast Money Recap	Word On The StreetWORD VIDEOSuper-SpikeA Goldman Sachs analyst made a huge prediction Tuesday that oil will have a "super spike" to $200 in the next few years. Oil trader Joe Terranovia told the crew he is very bullish on oil. He said as long as supplies stay limited the price of crude oil will continue to rise. He also mentioned he is bullish on natural gas. Macke said consumers will be okay with high oil prices as long as the price rises gradually.Housing TradeIn an opinion piece that appeared...	May 06, 2008
US GDP Grew in Q1: Were is that Recession?	Far from a recession, the economy is still growing... The U.S. Commerce Department said the economy grew at an annual rate of 0.6% in the first three months of the year, in an initial estimate of gross domestic product for the quarter. The growth matches that of 2007's final period.Housing hit the economy. Residential fixed investment dropped by 26.7%, reducing overall GDP by 1.23 percentage points. In short, GDP growth absent housing as an acceptable 1.8%.Now, clearly financials like Citigroup ...	April 30, 2008
USG (USG) on Housing	If you believe management at USG (USG), the worst for housing looks to be over. CEO William Foote recently said "The commercial market, which had remained relatively stable during the collapse of the housing market may have reached its peak. So our major market segments are weak, but any further declines are likely to be less severe than that which we've already experienced.Said another way, we believe the drama is over and it's now about working through the bottom and getting back to a more gro...	April 29, 2008
Fat Pitch Financials Portfolio First Quarter 2008	The Fat Pitch Financials Portfolio first quarter 2008 performance update is a bit overdue at this point. I’ve been playing around with the new SEC EDGAR XML feeds all week and a few things have taken a backseat, including this post. It’s been a tough quarter for stocks. The S&P 500 was down 9.44%. Thankfully, the Fat Pitch Financials Portfolio was able to keep its decline in value to only 5.38% this quarter. Sadly, this past month my portfolio declined 1.75% in value versus a 0...	April 11, 2008
Chasing Value: I was early to USG, will you be too late?	Filed under: Other issues, Products and services, Berkshire Hathaway (BRK.A), Bargain stocks, Chasing Value, USG Corp (USG), Stocks to Buy, HousingLast 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. Even worse, Alan Greenspan and Ben ...	April 10, 2008
Value Investing News Update	First, here are the top stories this week at Value Investing News: Official SEC XML Feeds CS21 Net/Net Index Week in Review: Into Positive Territory Premier Exhibitions (PRXI): Value not Without Controversy Forum on Emerging Issues & Trends in Real Estate - University of Missouri Fooled by a Percentage Into Catching Falling Knife! Peter Lynch Interview Little Books For Big Profits US recession will not hinder those emerging market stocks Multiple Disciplines Small Cap Stock Ideas The membe...	April 04, 2008
Monday's Upgrades and Downgrades	UpgradesQuicksilver Resrcs (KWK )- CapitalOne southcoast Neutral » Add USG Corp (USG)- Longbow Sell » Neutral Edwards Lifesci (EW)- Caris & Company Average » Above AverageAmerican Community Bancshares (ACBA)- Sandler O'Neill Hold » Buy Strayer Education (STRA)- Stifel Nicolaus Hold » Buy Alliance Resource (ARLP)- Stifel Nicolaus Hold » Buy American Public Education (APEI)- Stifel Nicolaus Hold » Buy Alliance Holdings (AHGP)- Stifel Nicolaus Hold » Buy Mar...	March 10, 2008
Dow below 12,000 -- do I hear 11,000? Yes I do!	Filed under: Rants and raves, General Electric (GE), Diageo plc (DEO), Tiffany and Co (TIF), Reliance Steel and Aluminum (RS), Under Armour'A' (UA), Valero Energy (VLO), Anadarko Petroleum (APC), Wells Fargo (WFC), Anglo Amer ADR (AAUK), USG Corp (USG), Stocks to Buy, Intuitive Surgical Inc (ISRG), Raytheon Company (RTN), Bunge Ltd. (BG), Recession Earlier in the week I posted about finding the market bottom using that age-old handheld calculator, a white paper napkin. So, unfortunately it looks...	March 07, 2008
Fat Pitch Financials Portfolio Update for February 2008	The Fat Pitch Financials Portfolio basically broke even in February. I started the month out with a balance of $1,375,445.21 and ended the month with a balance of $1,350,582.57 for a change of 0.04% this month. Nevertheless, this still beat out the negative 1.61% return for the S&P 500 over the same period. This month was not your typical boring month for this value portfolio. As you might remember, I added shares of Premier Exhibitions (PRXI) on February 15th. I picked up the shares for $...	March 03, 2008
The Weeks Top Stories at Value Investing News	Here are the top from the last week at VIN1. Buffett Sees No Credit Crunch, Forecasts Lower Dollar(via www.bloomberg.com)This article discusses several comments by Warren Buffett today from Toronto on the credit crunch, the U.S. dollar, inflation, and the bond insurance business.2. Special Situations Real Money Portfolio January 2008 Update(via www.fatpitchfinancials.com)This is a brief update on the performance of my special situations portfolio. I completed one going private transaction in Jan...	February 09, 2008

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