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GLG News by Fiberboard Experts (North America)

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May 23, 2007
USG Sees the Future Both Near and Far Term
Analysis of: USG to Cut 500 Jobs Due to Housing Slump | biz.yahoo.com
Author: Dwight "Rick" Tomlinson, Consultant, Rick Tomlinson Consulting
USG is cutting labor.  What else are they doing that the rest of the industry will be following?
April 3, 2007
OSB Market Trends
Analysis of: OSB - Southern Capacity Glut | www.marketwire.com
Author: Russell Kennedy, President and Chief Executive Officer, Enap, Inc.
OSB producers are investing in an off cycle time frame which will put increased pressure on pricing.US Housing market trends are not supporting OSB producers investments and the outlook looks like it will continue for another 15 - 18 months before any shift will occur.OSB value added products are niche...
January 12, 2007
Elk Story Not Over Yet
Analysis of: ElkCorp Board Advises Against BMCA Offer | www.forbes.com
Author: Dwight "Rick" Tomlinson, Consultant, Rick Tomlinson Consulting
Elk happens to be in the position of being desired by two different companies.  One they planned for, and the other they did not.  One road leads to survival and a continuation of the brand, the other, well, probably not!
January 9, 2007
Is the Home Depot Ship Changing Course?
Analysis of: A $210 Million Parachute | www.thestar.com
Author: Dwight "Rick" Tomlinson, Consultant, Rick Tomlinson Consulting
Articles on Nardelli being paid too much or not shareholder friendly abound.  This article goes further into the direction of Home Depot and the General Electric way of doing things.  Changing a cowboy culture and cutting costs were seen by Nardelli as the right thing. ...

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