SI
SI
discoversearch

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor.  We ask that you disable ad blocking while on Silicon Investor in the best interests of our community.  If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.
Strategies & Market Trends : Value Investing
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  
To: Paul Senior who wrote (11481)11/28/2000 10:22:06 AM
From: Grommit  Read Replies (1) of 78599
 
I was looking at USG and LAF, and decided that LAF is the better stock. Both companies are lamenting the price drop in drywall. However, gypsum is only 10% of LAF revenue. LAF is primarily selling Construction Materials & Cement. They are the largest supplier in North America.

3% dividend yield.
ROE 15%.
PE of around 5. With profits steady for a year or so, then hopefully going up.
The PE over the past 5 years has varried from 4.8 to 16+.
Sales growth over past 5 years is over 11%.
They have been able to pass on only some fuel costs thru surcharges. So price drop in oil prices would clearly help LAF.

Buffet caused me to pull the trigger this AM, instead of a week or two from now.
Report TOU ViolationShare This Post
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  

HomeMailHotSubjectMarksPeopleMarksKeepersSettings
Terms Of UseContact UsCopyright/IP PolicyPrivacy PolicyAbout UsFAQAdvertise on SI
© 2025 Knight Sac Media.  Data provided by Twelve Data, Alpha Vantage, and CityFALCON News