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

To: Paul Senior who wrote (7369)	6/1/1999 9:08:00 PM
From: James Clarke	Respond to of 78627

Good move. I think Clayton is worth 17-22 a share, and it tends to run in the 4th quarter. As long as they keep posting 12-15% earnings growth, this stock is eventually going to move big, and probably very quickly. I've been patient for a while now, and have no intention of selling. If I could find some cash, this would be one of the first I would add to. Listen to one of their conference calls sometime if you get the chance just to get the flavor of how conservative and smart this management team is.

To: Paul Senior who wrote (7369)	6/1/1999 11:23:00 PM
From: Michael Burry	Read Replies (1) \| Respond to of 78627

Was anyone else here a holder of National RV Holdings? I thought it was discussed here. Anywho, I'm now a shareholder. Hard to see what not to like. Even if it is cyclical, it's an awfully conservative, well-positioned growth cyclical. Re: CMH I'd buy it if I wasn't already into Champion, which I still like better. Still, count me as at least the third on this thread to like Clayton. That's a criteria, isn't it Paul? Mike