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Strategies & Market Trends : Value Investing

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To: James Clarke who wrote (7356)	6/1/1999 8:26:00 PM
From: Paul Senior	Read Replies (3) of 78627

re: Clayton Homes (CMH). Stock is pretty close to yearly low, and the pe seems reasonable-- reasonable enough that someone who might want to establish a position, should begin to initiate. After thinking about CMH off and on for about 7 or 8 years, I guess if I'm ever going to buy, now would be the time. They have a marvelous record. And this quarter the record is intact (manufacturing segment is off, but financing and homesite operations are up). They just announced they will be building their 20th plant-- so they must still be confident in what they are about. I'm in at 11 3/16 and looking at a pe of 11, bv of $6.4/sh and steady roe of 15-16% (long term debt has increased though). Paul.

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