Comments for OC - Stockpickr! Your Source for Stock Ideas

Comments for OC

Added By	Comments	Type	Date Added
barrons2	Owens Corning (OC), down 20%. Cramer said the poor performance of the Wind-ex stocks has nothing to do with the wind power business, but rather with the industrial components of all of the companies. He reminded viewers that as wind power accounts for larger portions of their earnings, the other divisions will account for less. He views the current weakness in the stocks as a valid pullback and a buying opportunity.	Love	July 17, 2008
KTrib123	This company is not a housing play, but a play on home owners looking to make their houses more enery efficient. This is also a great wind play and the bears have this one wrong.	Love	July 11, 2008
barrons2	In other sectors, Cramer said he likes Owens Corning (OC) and would even consider Toll Brothers (TOL) as a trade. And finally, in retail he'd consider picking up some Costco (COST), Wal-Mart (WMT), a stock which he owns for his charitable trust Action Alerts PLUS, Jones Apparel (JNY) and VF Corp (VFC).	Love	June 19, 2008
itsracerx	OWENS. LIMITED PERCENTAGE TO WIND... IN AT 20-21	Love	June 07, 2008
barrons2	Next, Cramer featured the windmill blades, and said that Owens Corning (OC) has the best composite materials business for this high-stress application.	Love	May 29, 2008
stockerblog	produces glass fiber reinforced composite materials used in wind energy	Love	May 23, 2008
barrons2	Suddenly side businesses in wind for Thomas & Betts (TNB) and Owens Corning (OC) and Trinity (TRN) are making more money than their real businesses, which then allows more money to be brought in to further reduce the costs of turbines, which then takes them from being peak-load alternatives to base-load alternatives. Things that didn't make sense now make sense. And stocks you wouldn't touch are now reasonable investments.	Love	May 22, 2008
barrons2	That's fabulous for the following game ideas: Trinity (TRN), for the actual turbines; Woodward Governor (WGOV) -- profiled last night on "Mad Money" -- for the transmission and turbine innards; Owens Corning (OC) for the fiberglass wind blades; and Quanta (PWR) for installation.	Love	May 16, 2008
barrons2	And take a look at Owens Corning (OC) and Trinity (TRN) for parts, and Quanta Services (PWR) for installation.	Love	May 15, 2008
barrons2	Or how about the big plan announce this morning by Scottish & Southern Energy to build a gigantic sea wind park, with a capacity of 500 megawatts. That's baseline power, not peak, and it will be done by 2011. More business for Fluor (FLR), which is a pro at this, and for the composite makers of wind blades. Think Owens Corning (OC).	Love	May 15, 2008
barrons2	And now a third one has surfaced today: Owens Corning (OC). It isn't just an insulation play. Amazing. It is also a windmill play, I can't believe it. But Owens Corning's swing division seems, again, to be windmills.	Love	May 08, 2008
barrons2	Market Perform - Price 19.01 on Feb. 28 by Morgan Keegan OC reported 36 cents a share on an adjusted basis for 4Q07 on revenues of $1.304 billion. Our adjusted earnings estimate for 4Q07 was 16 cents a share on revenues of $1.283 billion...OC gave '08 operating-income [earnings before interest and taxes] guidance of $240 million. We were estimating $364.8 million for operating income in 2008 and the Street, $340 million to $396 million. Guidance is based on 1 million home starts in 2008, down from 1.3 million in 2007. Our new EPS estimate for '08 is 62 cents; our initial '09 estimate is $1.34 a share, adjusted... Our previous estimate for 2008 was $1.17 a share. Market-cap: $2.5 billion.	Love	March 01, 2008
inahoum	followed insider buying	Love	November 22, 2007
mmilstein	Composites	Love	November 10, 2007
Mhamilton7	Take over target.	Love	June 10, 2007
sarah z	- $8 billion in earnings last year - Emerged from reorganization last year	Love	April 17, 2007
subhash	should run soon on good earnings	Love	February 16, 2007
drgreg	leading insulation maker	Love	February 16, 2007
mark price	solid local company. owens corning has been putting up record numbers and is still off the radar. This will run!!	Love	February 15, 2007
Bret Isbell	Dirt Cheap	Love	January 19, 2007
ronh	value	Love	January 07, 2007
Pam	Short interest ratio: 35 Insider Buying: $1.7M Owens Corning provides building materials systems and composites systems to various consumers and industrial customers in the United States and internationally.	Love	December 13, 2006