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    1. Weak Macro Pressures USG ’s 3Q Volumes, but Ceiling Margins and Boral JV Impress


      Fri, 24 Oct 2014

      USG again reported generally lackluster results ..... negotiations. We were disappointed to hear that USG will no longer be providing wallboard volume ..... business and the Boral JV had strong quarters. USG posted record quarterly ceiling operating margins

    2. More on USG's Q3 results


      Thu, 23 Oct 2014

      More on USG 's Q3 results

    3. Thoughts on new portfolio


      Sun, 12 Oct 2014

      exposures in other accounts. Regading bonds in this account, I'm more interested in diversified global than corporate, munis or USG . (I hold some of the first 2 elsewhere, already.) After much research, DD, and back-testing, I am considering the prospects

    4. A Watchlist of Building Suppliers

      Video Reports

      Fri, 10 Oct 2014

      universe. Right now, we give narrow moats to Fortune Brands (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

      USG found at 0:11, 1:25

      universe. Right now, we give narrow moats to Fortune Brands (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
      discount to our fair value estimate. We also see Fortune Brands, Lennox, and [TICKER: USG ] USG as slightly undervalued but still at 3 stars.
    5. Apply Warren Buffett's Brand Of Drywall To Your Portfolio


      Fri, 12 Sep 2014

      By Mark Kowalski : USG Corporation (NYSE: USG ) has recovered from unprofitable operations since the US Housing ..... the short-term potential for a Buffett buyout. Background USG operates in the construction industry and is one of the largest

    6. Barron's (Mostly) Hits the Mark in Bullish USG Article


      Tue, 2 Sep 2014

      published a bullish take on narrow-moat USG and its leverage to still-recovering U ..... magazine's upbeat fundamental view of USG , given the extent of remaining recovery ..... revaluation scenario. Investors should consider USG 's outsize cyclicality and higher net debt

    7. From Barron’s, September 1, 2014 (Part 2)


      Sat, 30 Aug 2014

      investorsentimentreadings.html Bullish stories: Discover [ DFS ; pg 14]; Diebold [ DBD ; pg 14]; ThermoFischer Scientific [ TMO ; pg 15]; USG [pg 16]; Synaptics [ SYNA ; pg 17; see link below]. SYNA story

    8. Boral's Cost-Out Program Drives Earnings Growth; We Raise Our Fair Value Estimate


      Tue, 26 Aug 2014

      the difference was attributable to a lower-than-expected depreciation charge (as a result of the formation of the Boral- USG Gypsum joint venture) and a sharp improvement in Boral USA earnings (positive for the first time in six years). Reported

    9. Addition of Charter and Elimination of Starz the Most Notable Changes in Berkshire's 2Q Portfolio


      Thu, 14 Aug 2014

      into IBM, $200 million into Verizon, and anywhere between $100 million and $135 million each into GM, Liberty Global, USG , and Suncor. Even smaller amounts were added to holdings in Chicago Bridge & Iron, VeriSign, Wal-Mart, Visa, and US Bancorp

    10. USG's Second-Quarter Revenue Disappoints With Uneven End-Market Demand


      Thu, 24 Jul 2014

      USG reported a disappointing second quarter, challenged ..... fair value estimate by $1 to $31 per share. USG didn't get the second-quarter demand rebound ..... company-specific, so we continue to believe USG is set up well for good earnings growth with

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