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 gypsum products maker USG
So what: Investors are heaving a huge sigh of relief as strong Black Friday retail sales seem to signal that the purse strings of Americans are finally loosening up. USG is a global business but more than half of its sales come from domestic buyers -- mainly through largest distribution partner Home Depot
Now what: Mind you, it's a bit early to call a turnaround for USG at this point. The company is swimming in debt and burning cash quarter by quarter, and is trading at a measly 0.3 times trailing sales for good reason. But Berkshire Hathaway
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