A look at two housing supply stocks and their recent earnings releases, focusing on wallboard maker USG.

A roundup of last week's stock market related blog posts hosted at Fat Pitch Financials.

A review of the performance of the Fat Pitch Financials Portfolio for the first quarter of 2008.

The Fat Pitch Financials Portfolio held steady in February. I added a position in Premier Exhibitions (PRXI) and watched several positive developments in other positions. The portfolio continues to beat out the S&P 500.

Even though USG posted a loss much bigger than expected and guided for weakness throughout 2008, the stock has moved up. Here's why.

A look back at the performance of the Fat Pitch Financials Portfolio. My 12.22% return was pretty respectable given that the S&P 500 delivered less than half that. This post recaps my trades and current holdings.

This is a stock report (13 pages, PDF format) I recently wrote on USG.

Great synopsis

Three things I've taken away from Andrei Schleifer's book "Inefficient Markets" and how they relate to recent market events.

Some information about USG and its industry

At current levels, I can't find a better risk/reward stock in the market than USG.

Imitation is the sincerest form of flattery, right?

Some interesting value ideas from Philip Durell of the Motley Fool. Two of the stocks he mentions are also on my radar.

Some interesting comments about how Knauf, a global supplier of building materials, has been buying up shares of USG around $36 and now own about 11% of the company.

TMF's Emil Lee recently spoke with Peter Supino, the Weitz Funds analyst responsible for the firm's 3% stake in the building materials manufacturer.