USG Corp (USG)
The Company through its subsidiaries is a manufacturer and distributor of building materials, producing a range of products for use in new residential, new nonresidential, and repair & remodel construction, including products used in industrial processes.
Recs
CarpePecunium
(< 20)
Submitted: 11/4/2009 10:36:09 AM :
Start Price:
$14.33
USG Score:
-6.80
Housing will start up again. Buffet is interested
Recs
CHICMAGG
(53.49)
Submitted: 10/22/2009 3:56:42 PM :
Start Price:
$15.66
USG Score:
-11.91
the recovery and stim. pckg from the govt and other countries will be beneficial to USG
Recs
Hassjo
(99.02)
Submitted: 10/22/2009 8:42:06 AM :
Start Price:
$14.85
USG Score:
-8.14
"rock" bottom price...
Replacing bad china drywall will help in the short term.
Recs
MMcCabeNMC
(71.48)
Submitted: 10/16/2009 4:42:23 PM :
Start Price:
$17.22
USG Score:
-20.14
A Buffett stock that has gotten killed. USG has been on a run lately, and hopefully that run will continue. Although I don't believe that the housing market will ever get back to where it was, everybody needs some wallboard some time.
Recs
Mandesign
(25.28)
Submitted: 9/2/2009 7:41:55 AM :
Start Price:
$14.03
USG Score:
-11.78
Solid financials with good management. Hard to beat.
Recs
dkeeneygt89
(65.14)
Submitted: 8/10/2009 7:05:25 PM :
Start Price:
$15.05
USG Score:
-17.63
Fundamentals looking good for USG hitting a bottom and making a run.
Recs
MFddunaier
(59.47)
Submitted: 8/6/2009 5:13:24 PM :
Start Price:
$15.09
USG Score:
-17.42
At start of recovery this stock will roar up again!
Recs
celticspirit
(24.27)
Submitted: 7/27/2009 10:53:25 AM :
Start Price:
$13.97
USG Score:
-13.66
Calling the bottom on this one.
Recs
Recs
DenisHancock
(< 20)
Submitted: 7/21/2009 3:49:32 PM :
Start Price:
$11.32
USG Score:
+6.25
Lots of nagging problems, but me thinks Buffett was onto something...
Recs
asymmetry
(< 20)
Submitted: 6/2/2009 10:51:31 PM :
Start Price:
$13.04
USG Score:
-11.68
This company owns the North American sheet rock business and it is beaten down by the housing market... as housing rises, or any major storm does damage, this company should rise.
Recs
SavorTheMoment
(96.96)
Submitted: 5/21/2009 3:07:53 AM :
Start Price:
$12.22
USG Score:
-10.58
this buffet pick is an interesting one. on one hand, i'm not thrilled about real estate right now. on the other hand, this company could easily capitalize off of any obamanomics reconstruction efforts, and will also profit off of anyone looking to buy, fix, or remodel one of the many foreclosed homes around the country.
the big downside i see is in the sector. i see commercial real estate flopping in the future, with ghost malls popping up everywhere. people will have very little extra money to spend so this company will probably rely on large corporate or government deals to stay afloat.
risky but has its upsides. i think outperform after a recent dip could be a good idea, but this is definitely not a 100% confidence pick.
Recs
Quicmoves
(< 20)
Submitted: 5/19/2009 9:06:19 PM :
Start Price:
$13.04
USG Score:
+14.35
Heavy competitiion from wealthy competitors and a housing market that continues to plummet as unemployment soars into double digits will keep USG stock price depressed for years.
Six quarters of losses in excess of $40,000,000 and now the possibility of 25 class action law suits, because of China board problems will distract management and weaken them further. When their China board problems becomes headline news the stock will tumble.
Recs
bradford86
(99.59)
Submitted: 5/1/2009 9:44:33 PM :
Start Price:
$15.42
USG Score:
-35.34
It bottomed. It's going up faster than the S&P 500.
The stock is around 80% of net tangible book value after the recent huge rally, but that same rally has put the $400 million in convertible financing provided by Berkshire Hathaway (BRK.A) and Fairfax Financial (FFH) into the money, as the strike is $11.40/share. When or if fully converted, that stake will be equivalent to 35 million new shares, relative to an existing base of 99 million shares outstanding. Such dilution has to change estimates of normalized earnings – going off some of the baseline numbers from the conference call, a back-of-the-napkin estimate is about $300 million, or $2.25 in EPR assuming full conversion. Using a range of multiples from 12x EPS to 16x EPS yields a stock price between $27 and $36, or somewhere between double and triple the present price.
Recs
tbillasoreusrex
(< 20)
Submitted: 5/1/2009 11:39:36 AM :
Start Price:
$15.22
USG Score:
-35.65
There is a hurricane brewing this year. USG is the largest supplier of gypsum board in the world. When disaster strikes, you will score a strike with USG a few months following.
Recs
SBNash55
(90.38)
Submitted: 4/22/2009 11:32:44 AM :
Start Price:
$13.35
USG Score:
-25.14
OK, with respect to CAPS I missed the bottom thats for sure (gulp, I hope!) but this is still too cheap in terms of book value. If housing ever comes back to life, this company should survive and thrive. Its high risk given market uncertainties though!
Recs
Bojac3728
(93.54)
Submitted: 4/15/2009 2:29:36 PM :
Start Price:
$10.27
USG Score:
+2.89
Good growth and earnings.
Recs
Recs
njyinzer
(27.79)
Submitted: 3/22/2009 7:31:01 PM :
Start Price:
$6.98
USG Score:
+57.53
low cost provider, will gain market share as we start to build again
Recs
MidasDog
(63.20)
Submitted: 3/17/2009 2:31:18 PM :
Start Price:
$6.30
USG Score:
+74.08
The man is the man
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