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    1. Relatively Quiet, In-Line Quarter for Applied Materials; Some Good Tailwinds, but Already Priced In

      Commentary

      Wed, 11 Feb 2015

      evidenced by management's expectation for a sequential decline in revenue in the second quarter. Still, industry bellwether Corning issued a favorable outlook for the segment as television screens continue to increase in size. Applied's management echoed

    2. Owens Corning ’s Troubled Roofing Business Could Be Saved by Lower Asphalt Prices

      Commentary

      Wed, 11 Feb 2015

      Owens Corning ’s fourth-quarter results were a repeat ..... month total lagged impact for Owens Corning . However, competitive pricing response ..... wildcard. At this point we expect Owens Corning to reap much of the windfall from lower

    3. From Barron’s, February 2, 2015 (Part 1)

      Commentary

      Sat, 31 Jan 2015

      markets. There may be 7% or more downside. Pg M11, Options: For those willing to accumulate dividend-paying Corning [ GLW ], selling puts is recommended. Pg M41, M48: A bad week in Europe [Switzerland +2.78% , Greece -17.95

    4. Corning Closes 2014 on High Note as Display Demand Remains Elevated; No Change to Our View

      Commentary

      Tue, 27 Jan 2015

      Corning delivered solid fourth-quarter results ..... its steady upward trajectory. We think Corning 's considerable market share and favorable ..... on par with our forecast. Once again, Corning experienced modest price declines (though

    5. From Barron’s, November 3, 2014 (Part 2)

      Commentary

      Sat, 1 Nov 2014

      known and may be in the prices; think of them as buying a little insurance; 11 companies with earnings surprises [ AMGN, AN, GLW , CMI, LH, NFX, TSS, AKAM, FFIV, HAR, MA ; pg 49]. BID story http://online.barrons.com/articles/sothebys

    6. Corning Delivers Robust Quarter; Shares Appear Fairly Valued

      Commentary

      Tue, 28 Oct 2014

      Corning 's third-quarter results marginally ..... year over year to $0.40. Our view on Corning 's narrow moat is unchanged, and we are ..... increased synergies from integration of Corning Precision Materials. Corning generated

    7. Owens- Corning ’s Roofing Travails Cap Progress Realized in Insulation, Composites

      Commentary

      Wed, 22 Oct 2014

      Owens- Corning ’s third-quarter results reinforce ..... 63 on a 5% revenue increase. Owens- Corning ’s insulation segment continues to display ..... realize enhanced pricing power. Owens- Corning ’s Achilles’ heel was the roofing segment

    8. A Watchlist of Building Suppliers

      Video Reports

      Fri, 10 Oct 2014

      LII), while Mohawk (MHK) [TICKER:OC] and Owens- Corning (OC) do not possess moats, in our opinion. In this somewhat ..... Mohawk and [TICKER:MAS] Masco are overvalued, but Owens- Corning just [became 4-star rated] as of this taping, at a 17

      Corning found at 0:16, 1:16

      (FBHS), [TICKER:MAS] Masco (MAS), [TICKER:USG] USG (USG), and Lennox (LII), while Mohawk (MHK) [TICKER:OC] and Owens- Corning (OC) do not possess moats, in our opinion. In this somewhat to very commoditized industry, we believe moat sources are most easily
      five years. Regarding valuations, we think Mohawk and [TICKER:MAS] Masco are overvalued, but Owens- Corning just [became 4-star rated] as of this taping, at a 17% discount to our fair value estimate. We also see Fortune Brands,
    9. From Barron’s, September 8, 2014 (Part 2)

      Commentary

      Sat, 6 Sep 2014

      Jarden [ JAH ; CEO spotlight on James Lillie; pg 40] and maximum dividend+buyback yields [ ADT, CAM, CF, MOS, MPC, VIAB, GLW , ITW, STX, IBM, NOC, CTL, TRV, VRSN, IR, CCE, KSS, NTAP, HES, DO ; pg 21]. BA story http://online.barrons

    10. Corning Cuts Gorilla Glass Forecasts; Shares Look Fairly Valued

      Commentary

      Tue, 29 Jul 2014

      Corning ’s second-quarter update was a combination ..... period, driven by additional sales from Corning Precision Materials (CPM). Beyond the integration ..... the highest gross-margin product for Corning . Adjusted EPS was $0.37, up 16% year

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