Owens Corning

• Remaining Housing Bargains Are Not Pretty

  By Ted Cooper - May 3, 2013 | Tickers: MAS, OC, PPG

  As it becomes more apparent that a broad recovery in the U.S. housing market is underway, many housing-related stocks have shot up to reflect an increase in new housing starts. However, there are still some bargains to be found in stocks whose fortunes are closely tied to the housing recovery.

  Bargains drying up

  With that said, the number of bargains is quickly disappearing, and those that remain are often more »

• Tiger Cub John Griffin’s Small Cap Picks

  By Meena Krishnamsetty - April 19, 2013 | Tickers: CFX, OC, BSMX, WBC, YOKU

  The most popular small cap stocks (those with market capitalizations between $1 billion and $5 billion) among hedge funds generate an average excess return of 18 percentage points per year according to our research on 13F filings. We think that this is because institutional investors and the financial media pay less attention to smaller cap stocks, so hedge fund research teams are more likely to uncover an undervalued (or overvalued more »

• Tiger Cub John Griffin’s Small Cap Picks

  By Meena Krishnamsetty - April 16, 2013 | Tickers: CFX, OC, BSMX, WBC, YOKU

  The most popular small cap stocks (those with market capitalizations between $1 billion and $5 billion) among hedge funds generate an average excess return of 18 percentage points per year according to our research on 13F filings. We think that this is because institutional investors and the financial media pay less attention to smaller cap stocks, and so hedge fund research teams are more likely to uncover an undervalued (or more »

• Early Birds to Fly With as Commercial Construction Wakens

  By Arturo Cuevas - March 25, 2013 | Tickers: APOG, OC, USG

  If U.S. residential construction is on the mend as shown by the vibrant February housing starts, how far behind can commercial construction be? There’s a lag of one to two years for commercial construction to catch up to overall economic growth, most industry analysts agree. Hence, with the country’s recovery yet in its nascent stage, it may be next year at the earliest that solid opportunities will more »

• Intentional Investing : Can I Actually EARN Something From The Housing Recovery ?

  By Penny Czarra - February 25, 2013 | Tickers: AOS, AAON, ADT, AMWD, APOG, AWI, BECN, BLDR, CSTE, CLGX, EXP, ELLI, FBHS, GNRC, GFF, HW, HD, JHX, LII, LOW, LXU, LL, LEDR, MLM, MAS, MOVE, NCS, NTK, OC, PFIN, PATK, PGTI, PPG, NX, RPM, SHOS, SNA, SWK, TXI, VAL, TTS, USCR, USLM, URI, UFPI, USG, VRSK, VMC, WSO, Z

  I don't like "noise". I try to avoid it whenever / wherever I can.

  Yep , call me what you want, but I'm a "retail investor". I know this to be true because everyone (and I mean Everyone) is always trying to sell me something. This means high decibels and lots and lots of BOLD PRINT.

  "Renovation Nation". "Renters Nation". "Housing Recovery". "The ONE sure, market-beating stock for your Long-Term more »

• $6 Billion Blue Ridge Capital’s Top Small-Cap Holdings

  By Meena Krishnamsetty - February 5, 2013 | Tickers: CFX, MLM, OC, WBC, YOKU

  Hedge funds have been known to seek alpha in small- and mid-cap stocks, as their pricing is often less efficient due to poor coverage by analysts and the media. This arbitrage can be significant with lower-valuation stocks, oftentimes leading to considerable winnings by the funds that have done their due diligence. Based upon our analysis of many hedge funds’ small-cap holdings, we’ve compiled an impressive-performing list of stocks valued more »

• Here’s What Hedge Funds Have Been Buying

  By Meena Krishnamsetty - October 29, 2012 | Tickers: CBB, FANG, OPEN, OC, PRGS

  Normally, hedge fund long positions are disclosed in 13F filings that come about six weeks after the end of the quarter. There’s an exception, however: when a hedge fund owns over 5% of the outstanding shares of a stock (or if it changes its position after reaching that threshold) it must disclose its activity fairly quickly. As a result, investors have a chance to see a fairly fresh purchase more »

• Hedge Fund Manager John Griffin’s New Big Bet

  By Meena Krishnamsetty - October 23, 2012 | Tickers: MLM, OC, PPG, USG, VMC

  According to a 13G filed with the SEC, Blue Ridge Capital has acquired a total of 6.7 million shares of Owens Corning (NYSE: OC). Owens Corning is a $3.9 billion market cap materials company which provides composites and building materials such as glass fiber. Blue Ridge, managed by Tiger Cub John Griffin (Griffin, in fact, was Julian Robertson’s second in command at Tiger Management before launching Blue more »

• A Large Multi-Strategy Hedge Fund’s Latest Stock Picks

  By Meena Krishnamsetty - September 29, 2012 | Tickers: ARBA, OC, PACD, PCLN, TWC

  HBK Investments, managed by David Haley, was founded in 1991 and acts as a multi-strategy hedge fund which pursues arbitrage and absolute return strategies. The financial crisis hit the fund hard as low performance and redemptions cut its assets under management in half. However, HBK generated good returns in 2010. Haley has a law background, with a degree from Southern Methodist University and experience as a corporate and securities lawyer more »

• Warren Buffett Likes This Building Materials Stock

  By Meena Krishnamsetty - September 4, 2012 | Tickers: MAS, OC, SHW, USG

  Warren Buffett’s Berkshire Hathaway kept its position in USG Corporation (NYSE: USG) unchanged at just over 17 million shares throughout the second quarter, refusing to take profits as the stock rose 11% in those three months while the S&P 500 fell (see more stocks in Warren Buffett's portfolio). Year to date USG is up 92% as the manufacturer and distributor of building materials- primarily gypsum products such more »