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

To: richardred who wrote (3228)	11/8/2013 7:29:43 AM
From: richardred	Read Replies (1) \| Respond to of 7168

Toll Bros to Acquire Shapell finance.yahoo.com RE:SKY It needs a bear hug by Buffett to takeout excess capacity and consolidate with his compatible home-builder & RV companies. It's all in the insiders hands though.

To: richardred who wrote (3228)	8/26/2014 12:42:33 PM
From: richardred	Read Replies (2) \| Respond to of 7168

RE-SKY-Skyline- Reported earnings just recently released. The company is still not cash flow positive yet. A turnaround that has yet to materialize. The company seems to be selling off everything, but the kitchen sink. After the company plane, excess land, idle facilities, and life insurance policies. I'm not sure how much is left to sell off. The thing that's keeping me here. Insider ownership at close to 50% and the synergies with Buffett's Clayton homes. YH Reported book value is down to around to four bucks. One bright spot seemed to be increasing orders the manufactured homes segment. Although much of that might be due to a one time order from a manufacture homes community. The trailer segment has been a total drag. The consolidation of those facilities or an outright along with a better product mix has me hopeful.