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3 Comments

    • How Low Will Sherwin-Williams Go? [view article]
      You have been pumping this stock for months, and have finally realized that raw material costs are killing them. Your sense of "valuation" and what's cheap and what's not cheap is comical. Have you ever heard of multiple contraction? Even if it is cheap, the market is unwilling to pay a premium or a "normalized multiple" for this company. Shrewd investors are thankful for people like you who offer opportunities to profit due to a fundamental lack of understanding of basic behavioral finance concepts. Keep doubling up while I short this down to 45! Jun 09 08:20 PM
    • Buffett Should Have Picked Owens Corning Over USG [view article]
      This is the dumbest analysis of USG and OC that I have ever read in my life. Where do I even begin?

      1. USG is an extremely good operator. Why? Take a look at their capacity utilization compared to competitors. Not only that, but during the past few years they have been replacing inefficient high cost capacity, with newer lower cost capacity that will show up during the next upturn. OC's management was taken aback at how severe the downturn is. They commented that they failed to close down excess capacity quick enough.

      2. Pricing power - newsflash buddy, insulation is a commodity as well. While "pink panther" has name recognition, it doesnt carry pricing power.

      3. They didnt purchase Saint Gobain - they purchased a unit from them, while they sold a different to them.

      4. USG is only residential? Have you looked at what business segments they have?

      5. You are a complete amateur. Anyone who knows a lick about this industry knows that the raw material is "gypsum" and not drywall.

      You need to save this kind of garbage for the yahoo message boards       May 15 05:52 PM
    • Three Short Ideas: Standard Pacific, Under Armour and Trump Entertainment [view article]
      What a copy-cat, weak evaluation of StanPac. Have you even looked into their debt covenants? Do you know what kind of stance and flexibility the banks have? Just because a builder is doing bad, doesn't mean it can't generate the cash to cover interest payments. I'd be interested if you had any substantial data and/or logic to back this "fluff" call. May 11 10:39 PM
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