Battle of the Building Material Makers: Owens Corning vs. USG Corp. [View article]
Great article. USG clearly has a lot of smart people as shareholders but I still think OCs international division and relatively limited exposure to new home construction will help it outperform USG in the long run.
Buffett Should Have Picked Owens Corning Over USG [View article]
I know they paid off fully but I still think they took some money from buffett prior to their emergence. I tried to paste a link above but something didn't work, here is another one that you might find interesting.
Battle of the Building Material Makers: Owens Corning vs. USG Corp. [View article]
Buffett Should Have Picked Owens Corning Over USG [View article]
online.wsj.com/article...
Buffett Should Have Picked Owens Corning Over USG [View article]