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Strategies & Market Trends : Value Investing
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To: jeffbas who wrote (7635)7/2/1999 4:06:00 PM
From: Michael Burry  Read Replies (1) of 78763
 
Re: manu homes, Southern Energy just warned. They sit in the same zip code as Cavalier, which is crashing in sympathy and with a downgrade. Both have had insider buying this year. Jeffrey, you were waiting for the whites of their eyes. You may see it yet. In general, if it has to do with housing, it has a single digit PE. Two of the worst-run, American Homestar and Oakwood are actually up today. That might be significant in terms of the sector finding a bottom. Champion is seriously threatening to break to new lows despite management stating that earnings are on track and a new buy recommendation from DLJ. Clayton hasn't commented.
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