I'm long and you know i hate the homebuilders. I'm long USG too. particularly dislocated in price under $24. It always comes back to 26. MHO sold shares at $23.25 or $23.75. That is pretty dislocated near 20. But you know i don't like home builders as a long term investment. Forward PE actually says 12 now on PHM. High by historic standards, but not in Bernanke world and world of fewer smaller builders.