Author: Weaver

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Soon to come…

I’ll be publishing something cliche to the extent of “Where to Look in 2007″ within the next few days, but don’t expect anything too special. I don’t like touting stocks when I don’t have...

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Over-Stimulation

It’s hardly a problem when it comes to sex, but it’s a big problem when it comes to investing. What, was that too forward? Okay, fine. I apologize. But seriously… When investing, it’s easy...

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USG Corp. (USG): Behind the Sheetrock

USG has gotten a fair deal of press given Warren Buffett’s holding in the company and its emergence from Chapter 11 Reorganization to handle its asbestos liability claims. Plenty of folks are calling it...

Citigroup, Lampert et al. 0

Citigroup, Lampert et al.

I just scooped up some Citigroup shares. I’ll be honest: I didn’t dig ultra deep into any filings yet, as I figured the thesis may no longer be applicable by the time I finished...

FreightCar America (RAIL) still temptingly cheap 0

FreightCar America (RAIL) still temptingly cheap

I’m still doing some work trying to understand the railcar and coal industries, motivated largely by my feeling that RAIL represents a great opportunity. With 80% North American market share in the coal car...