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

To: Q. who wrote (8448)	9/30/1999 1:33:00 PM
From: Bob Rudd	Respond to of 78601

Ñ: Lack of insider buying in the group would indicate those closest to the situation see little room for enthusiasm...and they're usually early. One factor could also be having impact could be recently rising yield spreads. Many of these guys have significant financing activity. Borrowing costs may be rising more than treasury rates indicate. Thus they either have lower profits on lending to purchasers while keeping buyers rates low or they miss sales as rates impact affordability. I haven't seen anyone talking about this, but there have been articles in the journal about rising credit spreads. Downward pressure from tax-loss selling and concerns in analyst community about retail supply in MH sector also weighing em down. bob