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

To: jeffbas who wrote (8090)	8/29/1999 9:31:00 PM
From: Paul Senior	Respond to of 78821

Jeffrey: I defer to your opinion on an optimum time to buy. I don't mind buying early as long as I can get confidence to lag in at lower prices and I get the gains later. Since I try to have a diversified portfolio, it's difficult to find both value stocks and their optimum price point. In this case, though, seems like you could easily be very right. Lots of room for these stocks to drop further. Especially after looking at long term charts for CMH, SPF, FLE, and CAV. Paul.

To: jeffbas who wrote (8090)	8/30/1999 11:24:00 PM
From: Bob Rudd	Respond to of 78821

Jeffrey: SEHI - I presume this was mentioned as a miner's canary, looking at the cashflow statement, it may be about to fall off the perch.

To: jeffbas who wrote (8090)	9/24/1999 10:47:00 AM
From: Bob Rudd	Read Replies (1) \| Respond to of 78821

Manufactured Housing: This comment, extracted from a CAV 3rd qtr warning helps explain recent weakness: <<''Industry competition has intensified as a result of increased manufacturing capacity and a higher number of retailers. The growth in retail sales centers has resulted in build-up of inventory at the retail level,'' said President David Roberson. According to Roberson, current conditions will continue to depress sales and earnings also during the coming quarters. ''We believe wholesale shipments and retail sales will continue to suffer until the excessive retail inventories and the number of retail locations are reduced. We currently expect that this will take several quarters, and that Cavalier's sales and earnings will be adversely affected by these and other industry conditions during that time,'' Roberson added.>> source biz.yahoo.com