he surely has paid premiums on the companies he likes and wants. I think he would do the same with usg. I would guess he could pay at least $50/shr.
are we reading the same press release? looked pretty good to me
so can we start speculating that USG might be the next company Berkshire buys? converting their investment into stock and will own 30% when done, according to Josh Brown halftime show?
yeah, this market doesn't make any sense most times. you have to do your own diligence and decide whether to hold thru the nonsense or not. stocks don't trade on fundamentals all the time but my experience is that eventually they do. for what its worth, every time I've been shaken out fslr its been a mistake. so i'm holding what I have.
I own BWEN too and was thinking OPTT would make a nice little acquisition for them.
yeah, same store comps down 10 percent is not good. lets hope they fix that. i'll be listening on the conf calls for some words about that.
or at least they really underestimate it's strength. happy to have a new one in Christiana Delaware which is close enough now for me to do a day trip.
I think Cabela's has started to get the hang of being a public company. It took them a while. I like their rewards program and Club Visa card. my son is a hunter and buys most of his stuff there. this Christmas each time I used it at a sporting goods store, others said they had one too and use it often to get the rewards. cabelas is a long term keeper