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Non-Tech : Champion Enterprises - CHB - Manufactured Housing Leader
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To: andrew peterson who wrote (132)3/17/1999 12:37:00 AM
From: Shane M  Read Replies (2) of 147
 
Concerns built into the stock:

Got my annual report in the mail and read through. The report mentions inventory levels (both at CHB and competitors) as being higher than they'd like to see. The way I estimate CHB inventory is slightly over 1 month of sales right now. Some of the inventory growth is due to acquisition, but regardless of where it's coming from it's not good to see IMO. Currently I'm not overly worried because the housing market seems strong. The annual report also mentioned that the "backlog" of orders was up considerably versus prior year levels.

IMO, the industry's inventories levels should be watched and as they come into line these stocks will likely recover (assuming no deterioration in other factors such as economy and interest rates).

Shane
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