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Strategies & Market Trends : Value Investing

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To: richardred who wrote (49582)	10/12/2012 10:41:56 AM
From: Paul Senior	Read Replies (1) of 78485

SKY: Okay, following you into SKY now. Their businesses - "manufactured housing, modular houses, and recreational vehicles" - have been boom/bust with some companies going bk at every down cycle . The survivors have been those that have had strong balance sheets (small or no ltd), and who've been able to understand/foresee the cycle, and prepare to hunker down and wait out the bad times. (This all jmo.) I missed buying a few of these survivors in a prior down cycle. I'll try now here with SKY. ======================== Here's an example of a company in an area where I believe there is not a permanent disastrous-type change in the macro environment, and so I believe that the sector(s) will eventually return to some profitability. Guessing, I'll say the perception of the company and its stock price should improve 12-18 months out for a 50% gain. I'm not so confident though that things can't worse or that the stock price can't/won't continue to go lower, so I won't wager anything more than a small amount. I will do that though. finance.yahoo.com

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