Owens Corning: Strong Long-Term Potential Amid Short-Term Challenges Justifies Buy RatingWe see no reason to worry, but recognize the noise factor is frustrating. The rundown. OC initially traded off on guide, w/ EBITDA% in legacy Roofing/Insulation likely lower y/y in Q1. This sounds temporal in Roofing (NT manufacturing costs), w/ demand still solid (= positive for OC). In Insulation, it's more nuanced, w/ low realization on Jan price (announced +HSD%, limited realization-to-date via uncertain starts) & labor/ cost headwinds (incl sand, silica, borates). All-in, ests are coming down for Q1, though the reasons in Roofing are more digestible vs Insulation. Roofing takes.