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Strategies & Market Trends : Value Investing -- Ignore unavailable to you. Want to Upgrade?

To: Michael Burry who wrote (7515)	6/9/1999 9:47:00 PM
From: Paul Senior	Read Replies (2) \| Respond to of 78665

Well, Mr. Chisholm did say "sort-o-Buffett". And that I can live with. I think as a steady grower of earnings and sales, and with a consistent 16% ROE (I don't see 17% either, but you switched to "return on capital" - I'm using Morningstar and WSJ numbers for my historical ROE), and given it's home parks and loan portfolios, and assuming that the Clayton clan doesn't screw it all up... the company ought to be around in 10 years. At a pe of 11 now and under 2x bv, in this market- not a bad bet imo. Yes, Champion may be a better bet. But I've followed Mr. Clayton; of CHB's Mr. Young, I do not know. Paul.