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


To: jeffbas who wrote (7572)6/22/1999 12:26:00 AM
From: Q.  Read Replies (2) | Respond to of 78628
 
re. a catalyst for manufactured housing stocks:

well, these aren't exactly under-followed little microcap thingies. I would worry about catalysts for those (I've got a couple of tiny value stocks that might sit Lord-knows how long before anybody else discovers them. That's where you've got to worry about a catalyst.)

The largest stock in this sector, CHB, has a market cap of $1 B despite getting pounded down, and 9 analysts give it estimates.

When you've got that much analyst coverage, you can expect that eventually a good business will get the attention it deserves. If you insist on getting a good return in the next quarter, however, you might be disappointed.



To: jeffbas who wrote (7572)6/25/1999 5:26:00 PM
From: Allen Furlan  Read Replies (2) | Respond to of 78628
 
Re: Manufactured housing. Just thinking out loud, how will Clinton help the Kosavars rebuild their housing stock?