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Strategies & Market Trends : Value Investing

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To: Q. who wrote (7573)	6/22/1999 1:20:00 AM
From: James Clarke	Read Replies (1) of 78634

Manufactured housing - Oakwood just announced an earnings disappointment, but then management turned around and said they're thinking of buying the whole company themselves its so cheap. That's bad news to a Wall Street analyst, but good news if you are a stockholder of another company in the sector and have a working brain. Oakwood is the perenial dog of the industry - just because they disappoint doesn't mean Clayton and Champion do, but this quarter is a little treacherous due to high inventories at retail. We know, however, that managements only buy companies when they can steal them. I have no intention of selling my Clayton shares anywhere near the current price.

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