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Strategies & Market Trends : Value Investing

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To: Paul Senior who wrote (7369)6/1/1999 11:23:00 PM
From: Michael Burry  Read Replies (1) of 78627
 
Was anyone else here a holder of National RV Holdings? I thought it was discussed here. Anywho, I'm now a shareholder. Hard to see what not to like. Even if it is cyclical, it's an awfully conservative, well-positioned growth cyclical.

Re: CMH I'd buy it if I wasn't already into Champion, which I still like better. Still, count me as at least the third on this thread to like Clayton. That's a criteria, isn't it Paul?

Mike
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