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Non-Tech : Cavalier Homes (CAV)

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To: steve susko who wrote (23)1/23/1997 8:54:00 PM
From: Scott Mc   of 67
 
I like Beazer and have been in to it for about 8 months, really like
the company, they seem to know what they are doing over last
4 years, are in the right places and growing. I dont know much about
Cavalier, however I keep an eye on companies in the same industry as
my holdings and try to compare value. Cavalier seems to be excellant value from what I know, however hold enough BZH to cover the housing area.
I also do a lot of convertible securities and thats one thing CAV
does not have.
Scott
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