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Strategies & Market Trends : Value Investing
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To: Walter Bagehot who wrote (38157)6/3/2010 9:28:12 AM
From: Jurgis Bekepuris  Read Replies (1) of 78602
 
USG - Not sure when Buffett bought it, but he may have been attracted by pretty good returns in 2003-2006 timeframe: gurufocus.com That's when I was looking at them too and thankfully I did not buy. USG may have been the low cost producer, which also appeals to Buffett. Buffett also seems to like the building related businesses overall with his ownership of companies in carpets, paints, furniture and manufactured housing, so USG fit that mold too. I guess he did not foresee the 2008 housing collapse or had to weather through it, since he does not sell a lot (and he never sells fully owned business).

I think that at some time various prominent value investors argued that USG is undervalued. I don't remember all the details though.
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