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Strategies & Market Trends : Speculating in Takeover Targets -- Ignore unavailable to you. Want to Upgrade?


To: richardred who wrote (3524)11/14/2013 12:26:35 PM
From: richardred  Read Replies (1) | Respond to of 7159
 
RE:SKY Hypothetically & Speculatively speaking. The SKY pictures below display some of Warren likes. Hypothetically the best of both worlds. Manufactured housing for Clayton homes and Forest River for the RV business. Granted, only If the SKY board can be convinced . This is a PLAUSABLE case IMO where taking out a weak competitor can help take out excess capacity and IMO benefit BH in the long run. For SKY, their Manufactured Housing and RV recovery is taking to long. Still holding

A BH COMPANY

Forest River-A BH company