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Tag Archives: United States Gypsum
Reduced Applied Materials
I keep on fine tuning my portfolio, concentrating on my riskiest positions and cash management. I just sold 3 strike 10 Jan 2014 calls. I had bought them in mid May at 1.92 when the stock was slightly under 11 … Continue reading
Posted in General
Tagged AMAT, Applied Materials, Austrian economic school, Dell, Intel, Philip Carret, United States Gypsum, USG, WDC, Western Digital
2 Comments
Sold my USG bonds
Just saw that my limit order to sell was activated. It sold out 3030 US$ worth of USG bonds at 101% of face value on the 7th September. Those are the same bonds I bought last September at 77% face … Continue reading
Sold out USG – United States Gypsum
It has reached what I consider to be fair value. That fair value has been going down due to the longer than expected (by me) recovery in housing. Since 2007 up until now the fair value of the company has … Continue reading
Portfolio Performance Evaluation And Some Thoughts
The first table shows the relative returns of my portfolio, a part of which can be seen here, compared to the S&P total return for the last years. Both returns include dividends. The second table shows the absolute results and … Continue reading
Posted in General
Tagged Benjamin Graham, BNI, Philip Fisher, Robert Rodriguez, Seth Klarman, United States Gypsum, USG, Warren Buffett, WDC, Western Digital
16 Comments
History of USG Corporation
USG, along with BNI (now owned by Buffett’s BRK Hathaway) and WDC are among the companies that have made me earn more money until now. USG is in the housing materials business, specifically gypsum wallboard. I bought it before and … Continue reading
Reduced slightly more USG and continue to build a collar
I sold 20 more shares at 15.30 last Friday. I have now reduced to 170 the number of shares I own and still have 5 strike 7.5 Jan 2013 calls which are equivalent to 500 shares. I might replace the … Continue reading
Reduced USG and keep on building a collar
I sold some of my USG stocks because the housing recovery is taking longuer than what I thought at the moment I bought them, and the longuer it takes the higher the probability of bankruptcy. Since I think that the … Continue reading
Positioning USG to gain in case of housing recovery or Bankruptcy
I think that the housing recovery will come, and if that is the case USG should be valued at minimum around 16-20, on the other hand I also think that if it takes too long to recover USG could go … Continue reading
