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Strategies & Market Trends : Value Investing
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To: James Clarke who wrote (10005)2/18/2000 10:01:00 AM
From: jeffbas  Read Replies (1) of 78658
 
Jim, I repeat my caution on CMH. I think the industry wobbles for some more time. I also expect them to report their first down quarters ever(?). There may be industry bankruptcies. Also, that financial services company (whose name escapes me) that got out of MH lending with a huge loss makes you wonder about CMH own lending operations.
I would be opportunistic about adding more - only at a price which really reduces your average cost.
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