- What does the earnings profile look like now the St. Gobain deal has closed?
- How dependent is the company now on US housing? What % of earnings now come from international operations?
- Have any shares been repurchased yet?
- 2008 outlook and direction for existing units, mainly the composites unit.
Sounds logical, but if the company has managed to shift earnings from almost 70% US housing to 50% or better (lower is better), then a rebound in earnings ought to come in ahead of schedule.
Lowe's (NYSE:LOW) and Home Depot (NYSE:HD) both offered depressing guidance and expectation for 2008, if management has accomplished its goal of diversifying its earnings profile sufficiently, the outlook for OC ought to be better...
Disclosure: Long OC.