thanks for your time. >> thanks so much. >> jim metcalf, ceo of usg. let's trade this.sting that there might be an echo boom is the word that comes to mind. but the brand-new houses built during the housing boom might have to be renovated. >> there was also a bit of a bounce after the crisis, too, because inventories got wound down. usg is a terrific story. i'm looking at this relative to home depot. home depot trades around 18-times, 19-times. it's cheaper than usg. and that's more attractive. >> b.k. has a special place in his heart for usg. it was a great performer for 2012-2013. and jim has done a great job turning around this company. they had very tough times. on a levered play on r&r and housing, this is where you want to be. >> mr. bear likes the housing at a five-year high. >> at a 10% spike today. >> operating leverage? when you say leverage? >> leveraged in terms that the company has changed. they cut all their costs. you think housing is going to get better and this company will benefit from it. >> got a market flash. this time on ariad pharmaceuticals. >> i