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Author: jetjockey787 Three stars, 500 posts Old School Fool Add to my Favorite Fools Ignore this person (you won't see their posts anymore) Number: of 214215  
Subject: Re: USG reports 1st profit in 5 years Date: 4/24/2013 1:00 PM
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Appreciate your thoughts. The debt burden is the only thing that would scare me off right now, but when they discussed their plans this morning to chip away at the debt, that tells me something about their confidence and ability to earmark future cash flow in that direction...not to mention their determined commitment to use future profits for further innovation and improving the quality of their products. That has been key to securing the loyalty of their market share. If they can approach the de-leveraging process with the same pit bull tenacity demonstrated by their shedding of substantial costs these last couple years during the worst housing depression we've seen in years, then they'll be on their way to sustained profitability. If Buffett wants to cash me out at a good price, then I'm all for that too, but I suspect he will defer for now to their goal to protect the NOLs, which as you know from morning, represents a sizable asset of billion or more to their bottom line. That tells me too that management is VERY confident they will use those NOLs. So, Buffett might not make a move that may detract from favorable developments for existing shareholders. GL, if you decide to jump in again on the dips. I just doubt it will go below 20 anytime soon, so I'm holding for another year or two, and see how this plays out.
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