I think it is a bad idea to hold this company on the hope that WB will acquire them. This co has severely unperformed despite an increasingly bullish homebuilder sector. They need to show the operating leverage put to work ... and most of that is macro-based.
USG has missed in its last three reports and suffered because of it - very little share price movement in the last two years ... also has a very high short ratio (any weakness and the stock over-corrects. Still I am hoping to see some short covering before earnings. After earnings too :]
With all the hype from Metcalf in '13 about things turning around in '14 ... this is his last quarter to validate his vision that USG is making its "own recovery" Need to see some positive results from Boral and commercial r.e.
Good opportunity here for USG to make a run at its highs of last year.