USG Expands Plant Making Joint Compounds - Forbes.com
One of our top performing Stock of the Week selections is USG. The company has announced a new plat to produce joint compounds. I have repeatedly reported that the economy has moved into the expansion phase. Companies expand when demand and profits are high. 
The problem is that the expansion sows the seeds of distruction.
We will continue to hold USG. in the portfolio for now as it is early in the expansion. However, we will keep an eye as to when we should pull the trigger.
Monday, November 07, 2005
USG Expands Plant Making Joint Compounds - Forbes.com
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