Although we don't believe in timing the market or panicking over market movements, we do like to keep an eye on big changes -- just in case they're material to our investing thesis.
What: Shares of building-materials supplier USG
So what: Not even a month after buying in, Big Money investors appear to be selling in the wake of a lousy third-quarter earnings report. Management cited low demand in explaining a $0.48-per-share miss two weeks ago.
Now what: I'm usually reluctant to bet against a Warren Buffett holding -- and Berkshire Hathaway
Interested in more information about USG? Add it to your watchlist.
Fool contributor Tim Beyers is a member of the Motley Fool Rule Breakers stock-picking team. He owned shares of Berkshire Hathaway at the time of publication. Check out Tim's portfolio holdings and Foolish writings, or connect with him on Google+ or Twitter, where he goes by @milehighfool. You can also get his insights delivered directly to your RSS reader.
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