I also took another bite of USG recently. Insider buying, no matter how strong, has been dwarfed by the purchases of Nikolaus Knauf of Germany, who has raised his stake to 11% of the company.
I'll give all my recent purchases at least 3 years to play out. If some or all of them haven't worked out, I'll reassess. Hell, easily my best investment decision ever was to just let the shares of one company sit in a safe deposit box for 26 years.
I can do 3-5 years standing on my head.
Of the recent lot, RDN is the one that makes me the most nervous.
Does that mean it might be the best of the lot? I haven't bought any yet. Lots of work to do before that.
