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Strategies & Market Trends : Value Investing
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To: jeffbas who wrote (7656)7/4/1999 11:49:00 PM
From: Shane M  Read Replies (1) of 78774
 
jeffrey,

re: inventory glut in manufactured housing. One thing I might add here is that in its most recent 10K Champion indicates it sees excess inventory in certain markets, but feels it is not correct to paint all markets with this brush. Although it's dangerous to say "it'll be different with my company", there may be room here for underperformance to be isolated to certain players. Champion recently reported they were comfortable with concensus estimates.

Shane
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