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

To: hoyasaxa who wrote (22263)	10/14/2005 3:50:31 PM
From: Bob Rudd	Respond to of 78763

hoyasaxa: The key for that threesome is the prospect for RV sales which in turn depends on the level of gas prices and consumer sensitivity to that level. I agree that WGO & THOR are currently stronger. This is largely due to the prior multi-year strength in RV's relative to MH which was once FLE's main biz. FLE, relative to the other two, is more a bet on MH, since they have traditionally been a MH player and shifted more to RV's when MH sales were killed by the credit drought. They can shift production back and already have strong brands in that category. I may re-enter FLE when the situation stabilizes as a bet on MH rebound. RV prospects look less attractive/more uncertain to me presently...but that could change if gas prices revert to the mean as they often do.