GLG News by OSB Experts

Ethanol in the U.S. will be costly.Ethanol producers will get squeezed.U.S. consumers will feel the pich of ethanol across many products.

U.S. Chemical Distribution has now reached the "Nationals"Which Chemical Distributor is next to be acquired or divested?U.S. Chemical Distribution market still over supplied.

Article highlights certain issues associated with changing timberland ownership trends and key implications associated with alternate ownership structures for timberland investments.   May overstate the case associated with 10-15 year time horizon issues.

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...

Players in the polycarbonate chain must pick their niche versus attempting to maximize the entire phenol to polycarbonate chain. The short-term outlook for polycarbonate plastics looks strong.GE Plastics operates in the polycarbonate space.

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!

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. ...

Will customers buy into purchasing electronics from a home improvement retailer? Will the sales associate be knowledgeable about this new product?   What about the space needed to merchandise , will it be the same in all stores or will customers have to search for it.  &nbs...