• Cemex and Cementos Are the Stocks to Buy in Construction Boom

    By Phillip Woolgar - August 17, 2013 | Tickers: CPAC, CX, USG

    I sometimes kick myself when realizing I missed a golden opportunity to invest in a sector poised for substantial growth. Perhaps you can relate? For example, the share prices of stocks in the construction market have taken off like a bullet train, leaving me at the station to make a swift snag for my phone to call a slow-moving bus to attempt taking me to "Profitville."

    But it doesn't more »

  • Is Debt a Concern at These Three Companies?

    By Rupert Hargreaves - August 14, 2013 | Tickers: PBI, GT, USG

    Can be a terrible problem fro some companies and can drag down even the best businesses. So, is debt manageable or major concern at these three companies which would otherwise appear to be good opportunities for investment if it were not for their large piles of debt?

    Victim of the housing bubble

    First up is USG (NYSE: USG). USG has attracted some investors as Warren Buffett owns a portion of more »

  • These Companies Are Finding It Difficult to Handle Their Debt

    By Rupert Hargreaves - July 8, 2013 | Tickers: STNG, USG, VMC

    Debt can be useful for expansion, capital spending, or leverage returns. However, too much debt can rapidly lead to stagnating returns, poor cash flows, and a rapid descent into zombie state.

    There are some signs that suggest we could be standing at the foot of a debt crisis as companies that have borrowed heavily in this period of low interest rates will have to refinance at higher rates in the more »

  • Homebuilder Sentiment Surges Above Expectations

    By Damian Illia - June 28, 2013 | Tickers: MLM, USG, VMC

    Mortgage rates have picked up substantially in recent weeks ahead of the FOMC meeting, reducing homebuyers’ housing affordability. As a result, homebuilders may become concerned about falling demand. On the bright side, the housing outlook remains positive due to housing starts up a strong 28.6% YoY and permits up 20.8% YoY. Moreover, the National Association of Home Builders (NAHB) Housing Market Index, a measure of homebuilder sentiment, surged more »

  • Are These 3 Housing Plays Still Safe?

    By Rupert Hargreaves - June 27, 2013 | Tickers: LEN, TOL, USG

    Back in January, green shoots in the housing market were just starting to show. Home prices had risen 7.4% during 2012 - the most since 2005. Off the back of this data I picked Lennar (NYSE: LEN), Toll Brothers (NYSE: TOL) and USG (NYSE: USG) as three companies that were well placed to ride a housing recovery.

    Since then, the housing market has really taken off, existing home sales have more »

  • Ride The Housing Recovery with These 3 Picks

    By Delian Naydenov - June 21, 2013 | Tickers: EXP, JHX, USG

    Eagle Materials (NYSE: EXP), James Hardie Industries (NYSE: JHX), and USG (NYSE: USG) are leaders in producing cement and wallboard materials (Eagle Materials), fiber cement siding (James Hardie), and gypsum materials and interior ceiling products (USG). These companies serve a number of industries, including residential and commercial construction, home repair and remodeling, and infrastructure.

    Currently, these three companies are emerging from one of the largest slumps in construction and remodeling 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 »

  • Berkshire's Top Performing Major Holding of 2012

    By Mike Thiessen - March 20, 2013 | Tickers: BRK-B, EXP, USG

    USG (NYSE: USG) is up 180% since Jan. 1, 2012 and was the best performing significant position owned Berkshire Hathaway (NYSE: BRK-B) in 2012. The stock has rebounded from an improved housing outlook in 2012. Berkshire has several other large investments benefiting  from the housing recovery such as its investments in financials, building materials, and mortgages themselves. USG has lost money in every quarter since 2007 due to the weakness more »

  • Housing Winners and Losers: the Market vs. the "Minutes"

    By Adem Tahiri - February 26, 2013 | Tickers: BECN, LEN, USG, WFC

    With potential policy changes revealed in the recent Fed “minutes,” along with some soft jobs numbers, housing stocks recently took a breather from their meteoric rise. In the wake of these developments, here’s what you need to know.

    What happened:

    The Fed backed off (ever so-slightly) from their recent QE policy, which is to keep buying bonds until unemployment drops below 6.5%. Recent poor jobs numbers put the more »

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


    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 »

  • Should You Buy These 3 Stocks on a Housing Recovery?

    By Masam Abbas - February 19, 2013 | Tickers: FBHS, MHK, USG

    In my last post on building stocks, I mentioned three stocks that are still worthy of investors’ attention given that they are expected to witness another rally due to an improving housing sector. However, this time around I have pulled out another three names in the space of building stocks. Let’s see if they are expected to rally as well:

    Fortune Brands Home and Security (NYSE: FBHS) - The Street more »

  • 3 Companies that will Benefit From the Recovering Economy

    By Madhukar Dubey - February 14, 2013 | Tickers: ADP, TGT, USG, WMT

    In past few years the US economy has been through a rough patch. Earnings were down, spending was down, unemployment was high and so was retrenchment. But we have moved a long way since then, with the economy now showing signs of recovery. In this article I have picked up three stocks which have benefited because of the stabilization of the economy. I anticipate that as the markets gains more more »

  • Two Stocks To Buy For A Housing Recovery

    By Rupert Hargreaves - January 28, 2013 | Tickers: LEN, TOL, USG

    'CoreLogic recently reported U.S. home prices in November gained 7.4% year-over-year, the largest gain on 6.5 years. Rising prices is seen as a key factor in the U.S. housing market's recovery, and CoreLogic forecasts prices to continue to rise in 2013 by 6%.'

    'The usual drop in supply at this time of year and a pickup in demand spurred by historically low mortgage rates, a more »

  • Stocks That Outperform Gold

    By Nate Wooley - January 14, 2013 | Tickers: GPS, GIL, S, LCC, USG

    Gold. For heaven's sake, Gold. It's shiny, it's yellow. It's been valuable for a long time. Good for gold.

    But how good? It's always been clear to me that, to a certain extent, the value of gold is very overblown. There are certain elements of the investment universe that value gold above all things. I'm not entirely certain that value is rational. Some people more »

  • 3 Ways to Play the Housing Recovery

    By Shailesh Kumar - November 19, 2012 | Tickers: BSET, FLXS, HD, KBH, LPX, LOW, PIR, PHM, TOL, USLM, USG, WY

    The housing recovery is gathering momentum and many investors are already positioning themselves to profit from it. Warren Buffett, in his 2011 Letter to the Shareholders, made a case for optimism in the housing market and has since backed it up by expanding Berkshire's mortgage operations in Florida and recently acquiring Prudential Real Estate franchise. With the declining supply in existing homes on the market, new construction is now more »

  • Rent for Your Portfolio

    By Declan Fallon - October 26, 2012 | Tickers: HTZ, URI, USG

    While Google tumbled, some stocks were quietly going about their business.   One stock which was unlikely to appear on many peoples' radars is United Rentals (NYSE: URI).  In the early part of the year the stock was regularly pushing new 52-week highs,  ultimately peaking near $48. The rally followed a period of heavy losses in the first half of 2011.  But things turned sour for the stock when it completed 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 »

  • Playing the Housing Recovery with One Stock

    By DJ Krieger - October 22, 2012 | Tickers: BRK-B, BRK-A, USG

    Heard about the jump in U.S. housing starts in September? Looking for a stock to play the long-awaited recovery in the U.S. housing market?

    Sure, you could buy a mortgage servicer like Wells Fargo or a homebuilder like KB Home. You could even buy a pure play like USG Corp. (NYSE: USG), a wallboard manufacturer.

    Or, you could buy all these aspects of the housing industry, and others more »

  • Insiders Are Buying These Stocks, Shorts Are Selling, Who’s Right?

    By Meena Krishnamsetty - October 16, 2012 | Tickers: GMCR, JCP, TSLA, X, USG

    Editor's Note: The original article references J.C. Penney's dividend yield of 3.1%, J.C. Penney eliminated their dividend earlier this year. This version has been corrected.

    We like to follow insider purchasing activity as it tends to be a bullish sign for a stock. However, investors cannot purchase every stock that an insider likes, or even investigate them in depth. We decided to take a look more »

  • With Housing on the Mend, Should You Bet on this Buffett Stock?

    By Adem Tahiri - September 27, 2012 | Tickers: HD, LEN, XHB, TOL, USG

    Is the housing market on the mend? It sure looks that way with this week's housing numbers showing that home prices rose in July (if only 1.6%), marking six straight months of improvement, according to Reuters.

    More impressive is the recent data has shown that new home sales in August gained ground in addition to resales. This is worth noting because the new sales (along with the price more »

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