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Strategies & Market Trends : Value Investing
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To: Paul Senior who wrote (7020)5/3/1999 1:22:00 PM
From: John Stichnoth  Read Replies (1) of 78750
 
Paul, I looked pretty closely at CMH, CHB and FLE a couple of years ago, when they passed some screen. It might have been Value Line's High Growth/Low PE list. I came away with the conclusion that they were all subject to chronic-low pe's, while subject to cycles (to which you alluded).

I assume that you are looking for a combination of multiple expansion along with earnings growth. I decided at the time that I probably wouldn't get both out of the sector. So far, my decision was right. They have as a group underperformed the S&P during the period. That's not to suggest it won't happen in the future. Maybe the time is now for them.

Other companies in the sector are Oakwood Homes (OH), Skyline (SKY), Coachmen (COA), Thor (THO), Winnebago (WGO). Values Line rates Winnebago and Thor as 2's. FWIW.

Just a thought. Nothing to hang your hat on, of course!
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