USG – Smarter Investing

Our portfolio has 50% in cash and I'm looking for value stocks.

Strategies

In search of value stocks in 2014

USG's joint venture with Boral has changed my view of the stock.

Strategies

Behind my decision to sell USG

How the Fed whacked my stock – and the market overreacted

USG's stock took a hit, but housing market fundamentals are sound.

Strategies

How the Fed whacked my stock – and the market …

We like housing plays Wells Fargo and USG in 2013

The housing recovery is gaining traction and offers opportunities.

Strategies

We like housing plays Wells Fargo and USG in 2013

4 stocks I’m becoming very interested in

Manager Felix Tong of the Long Term Core Holdings model is seeking to diversify his portfolio while working to retain growth potential.

Strategies

4 stocks I’m becoming very interested in

I’m overweight housing and most confident in my USG position

Eventually the housing market will recover and when it does I’m hopeful the portfolio will benefit.

Strategies

I’m overweight housing and most confident in my USG position

USG Corporation should benefit from these industry tailwinds – F. Tong (USG)

Felix Tong is long the stock of USG Corporation, a wallboard manufacturer, which he believes should benefit from these industry-wide tailwinds.

Strategies

USG Corporation should benefit from these industry tailwinds – F. …

Covestor manager Felix Tong hunts for companies with a durable competitive advantage but suffering a temporary setback. Most stocks are smallcap US companies