Valuing companies can be frustrating, even with high-quality businesses. If those firms are also cyclical, such as Motley Fool Inside Value recommendation USG (NYSE: USG) or Motley Fool Hidden Gems pick MDC (NYSE: MDC), they can pose significant challenges to analysts attempting to value their shares. To get a better grasp on the challenge of valuing USG, I recently spoke with Peter Supino, the Weitz Funds analyst responsible for the firm's 3% stake in the building materials manufacturer.
Showing posts with label USG. Show all posts
Showing posts with label USG. Show all posts
Wednesday, September 12, 2007
Wednesday, August 8, 2007
Drywall Maker in Pain as Housing Suffers
Plenty of companies — the mortgage lender Countrywide Financial, the hardware giant Home Depot and the insulation maker Owens Corning among them — are absorbing the ill effects of the yearlong slump in housing construction and sales.
But few have felt it as forcefully or as suddenly as the USG Corporation, the nation’s largest maker of drywall, the paper-wrapped plaster boards used to build walls in homes and offices.
Full Article
But few have felt it as forcefully or as suddenly as the USG Corporation, the nation’s largest maker of drywall, the paper-wrapped plaster boards used to build walls in homes and offices.
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