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Strategies & Market Trends : Value Investing
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To: Daniel Chisholm who wrote (7506)6/9/1999 10:00:00 AM
From: jeffbas   of 78670
 
Good comments. This market does not like boring stocks that have no pizzazz. However, I confidently predict that looking back 10-15 years from now, a 10-15% annual return on an investment will look pretty good. The P/E offers a margin of safety.

I do think the stock suffers from several things that won't go away:
-homebuilders don't carry high P/E's
-manufactured housing is lumped with home building although it is probably less cyclical
-the historic reputation of mobile homes/parks, etc.
-the fact that there are a large number of somewhat similar companies,
making it tougher to pick one out -- you really have to be an expert to know the differences
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