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Strategies & Market Trends : Value Investing
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To: Paul Senior who wrote (49747)10/12/2012 12:19:11 PM
From: richardred  Read Replies (1) of 78822
 
FWIW-One thing I do like about SKY is that the insiders own a big chunk (over 50%). At the very least we do know MFG Housing is an area Warren Buffett likes (Clayton Homes ). I know the recovery is small, but IMO. MFG Housing will be an area that will benefit because of the lower costs compared to traditional stick built homes and the lower financing costs compared to stick built homes. I have no facts to back, but it seems many seasoned boomers are scaling down to towards retirement communities that offer such type of new housing. On the RV side. It might be a longer wait. I do remember however Winnebago fairly recently received a low ball bid that was rejected. So their is some interest in that type of recovery. My weighting is also small at the moment.
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