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Strategies & Market Trends : Dawg's Place -- Ignore unavailable to you. Want to Upgrade?


To: Bob who wrote (109)6/23/1999 4:35:00 PM
From: MrThesp  Read Replies (1) | Respond to of 2751
 
Weren't they on CNBC today?



To: Bob who wrote (109)6/23/1999 5:11:00 PM
From: HarryF  Read Replies (1) | Respond to of 2751
 
CAV DD - CAV is in the manufactured home business - the stock trades on low volume (avg 43k shares 71.5k today)) and took a pretty good jump today (who's your broker? maybe he talked to a lot of people today?)

Clayton Homes (CMH) is in the same business and was on CNBC today (I didn't really listen to them) CMH trades above book value, but is also more profitable: biz.yahoo.com

I'm not sure what other companies do the same thing (some major home builders also do mfd homes but only as part of their business. Also - don't forget that home-builders are very interest rate sensitive.

Here's a link to comparisons of CAV to the industry:

yahoo.marketguide.com

I personally would hesitate on this stock just because I like to trade stocks with higher daily volumes - it makes it easier to get in and out.

Any other thoughts?

<edit> after looking further at the industry comparisons and the daily chart, this one does look pretty good. I wonder if your brokerage is still promoting this one - it could gap up tomorrow!



To: Bob who wrote (109)6/23/1999 11:24:00 PM
From: wanmore  Read Replies (1) | Respond to of 2751
 
I have a better one!!! VOX They make electronics. PE is higher (40 now)but check out the recent earnings. 2000 projected PE is 9. Book value is about $1 above share price right now. Earnings suprise was about 100% just the other day. Sales per share is about $32. Take a look at the chart. Do some DD on this and let me know what you think.