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“Dearth of Supply in Housing,” plus Manufactured Housing Investment Updates

DowJonesClosingTicker8162019ManufacturedHomeStockUpdatesFor those who are new to manufactured housing and/or to MHProNews, a report like the feature today from Bloomberg News would be a head scratcher. There’s a ‘dearth in housing supply’ and stick builders can’t keep up. Housing affordability is an issue. Quality and satisfaction – according to third-party measures – are good. So why isn’t manufactured housing doing many times better than it has been in recent years?  That video and related will be our focus for this evening.

 

Every evening our headlines snapshots from two major media outlets on each side of the left-right news spectrum reflects topics that influence, reflect, or move investor sentiment. In moments, you can get insights-at-a-glance. This sets the broader context for manufactured housing markets, in keeping with our mantra, “News through the lens of manufactured homes and factory-built housing©.  

We begin with left-of-center CNN followed by right-of-center Fox Business. We share closing tickers and other related data courtesy of Yahoo Finance, and more. 5 to 10 minutes reading this MHProNews market report every business night could save you 30 minutes to an hour of similar reading or fact-gathering elsewhere.

 

 

Headlines from left-of-center CNN Business.

  • The age of Amazon
  • It’s hard to tell just one story about the first 25 years of Amazon. Here are four things to know
  • When Jeff Bezos met Jamie Dimon: Behind their powerful friendship
  • How the Washington Post has changed under Jeff Bezos
  • Why the Graham family sold the Washington Post to Jeff Bezos
  • Amazon promotion causes chaos
  • Madoff whistleblower says GE is ‘one recession away from Chapter 11’
  • Dow jumps nearly 310 points to cap off a crazy week
  • Kroger is now selling vegan eggs
  • Bugatti is making only 10 of these $9 million supercars
  • He bet his career on ‘Who Wants to Be a Millionaire.’ He won big
  • This is how you demolish a nuclear power plant — without blowing it up
  • Shopping Content by CNN Underscored
  • First look at the Samsung Galaxy Note 10 & 10+
  • Neha Joshi, a managing director at Accenture, says she and her husband rely on a mix of daycare, school, after-school programs and a babysitter to care for their toddler and pre-schooler. “It took me time to get used to the idea of others helping raise my very young children” Joshi said.
  • We asked 35 executives how they balance family and the office. Here’s what they said
  • A Cathay Pacific passenger plane makes its descent before landing at Hong Kong’s international airport on August 16, 2017.
  • The week that Cathay Pacific surrendered to China
  • How to handle the co-worker who is always complaining
  • Drug tests and background checks are becoming less important to employers. Here’s why
  • How to look like you know what you’re doing at work even when you don’t
  • Your biggest workplace dilemmas answered
  • Fired? Here’s how to handle it in a job interview
  • Hong Kong’s top billionaire appeals for calm ahead of more protests
  • Who is the billionaire Equinox owner taking heat for backing Trump?
  • ‘Big Boss’ Chinese billionaire indicted for allegedly dodging $1.8 billion in US tariffs
  • China’s new tech market has already made 3 billionaires
  • Opinion: Billionaires are saving journalism. Yes, that’s right

Headlines from right-of-center Fox Business. 

·        US STOCKS CLOSE OUT THIRD CONSECUTIVE WEEK OF LOSSES

·        Recession hysteria? Fed officials temper mounting slowdown fears

·        US Customs and Border Protection computer issue causing airport delays

·        These 5 countries are teetering on the brink of a recession

·        Elvis Presley will be returning to the building thanks to Netflix who has ordered an animated adult comedy titled “Agent King.”

·        Beto O’Rourke calls for mandatory assault rifle buyback program

·        Jeffrey Epstein death a suicide by hanging, medical examiner rules

·        Greenland’s leader puts Trump’s desire to buy the world’s largest island on ice

·        Kevin Hart passes Jerry Seinfeld on list of highest-paid comedians

·        Dale Earnhardt Jr. released from hospital following a fiery plane crash

·        More kids quitting sports over unaffordable price tag

·        Disney hits a major movie earnings milestone with ‘Toy Story 4’

·        Army football star Brett Toth signs with Eagles: What he could earn after receiving military waiver

·        Where Trump will donate his second-quarter salary

·        GE mobilizing its troops in war against whistle blower Harry Markopolos

·        Colorado tries to lure mystery Fortune 500 company with $25 million tax break

·        Media so detests Trump they would sacrifice prosperity to see him lose in 2020: Varney

·        Don’t be duped by these phone and email scams

·        Democrat front-runners rail against the rich, which is what they themselves are: Varney

·        Economist says US recession not on immediate horizon

 

10 Market Indicator Closing Summaries – Yahoo Finance Closing Tickers on MHProNews…

Yahoo10MarketClosingIndicatorsManufacturedHomeProNews8.16.2019MHProNews

Tonight’s Business/Market/Political Impact Spotlight –

DearthHousingSupplyPlusManufacturedHousingInvestmentUpdatesManufacturedHomeProNews

 

Tonight’s Business/Market/Political Impact Spotlight –

In teeing up this video, let’s make it clear. It isn’t that a single word about manufactured housing is mentioned.  Nor does our sharing this video mean that our analysis would mirror theirs.

So why show this at all?

Simple. If you listen carefully to the points that the various experts make, and if you understand the modern realities of manufactured homes, it would be one more reason to wonder – why isn’t the industry soaring? Why is manufactured housing still well below the level that it was in new home shipments following the purchase of Clayton Homes and other pieces of the industry since by Warren Buffett led Berkshire Hathaway?  First, the video from left-of-center Bloomberg.

Aug.16 — Darrel Cronk, Wells Fargo Investment Institute President and CIO, and Stephen Stanley, Amherst Pierpont chief economist, discuss the U.S. housing market.  They review mainstream housing data while providing their analysis of the market.

 

 

The manufactured home industry is underperforming, as the chart below – which uses core data from Skyline Champion (SKY). Part of their IR pitch is that very point, that the industry has a long way to go to reach its historic potential.

MobileHomeEraInitialManufacturedHousingYearsManufacturedHousingImprovementAct2000EraSkyShipmentsProductionMHProNews2018
To see this full size, download and open.

That begs the question.  Why isn’t the industry already at or beyond that historic norm?

To get a snapshot of that, see the related reports.

Related Reports:

ManufacturedHousingIndustrysOpportunitiesObsticalesExecutiveSummaryMastheadLATonyKovachManufacturedHomeProNews
https://www.manufacturedhomepronews.com/masthead/manufactured-housing-industrys-opportunities-and-obstacles-executive-summary/
UltimateProvenContrarianInvestingEthicalvsUnethicalLegalvsIllegalManufacturedHousingIndustryStrategiesMastheadLATonyKovachMHProNews
https://www.manufacturedhomepronews.com/masthead/ultimate-proven-contrarian-investing-ethical-vs-unethical-legal-vs-illegal-manufactured-housing-industry-strategies/
ChokePointsRealityChecksHumilityAffordableHousingPoliticalEconomicsAndManufacturedHomesDarkOpportunitiesMHProNews
https://www.manufacturedhomepronews.com/masthead/choke-points-reality-checks-humility-affordable-housing-political-economics-and-manufactured-homes-dark-opportunities/
SmokeMirrorsRazzleDazzlevsMeasurablePerformanceProfitableResultsManufacturedHousingProNewsMastheadLATonyKovach

https://www.manufacturedhomepronews.com/masthead/smoke-mirrors-razzle-dazzle-vs-measurable-performance-and-profitable-results/
ClaytonHomesAnnualReportReviewsTruthHidingInPlainSightManufacturedHomeProNews
Original images of homes and Kevin Clayton are from Clayton’s 2018 annual report, and are provided under fair use guidelines for media. https://www.manufacturedhomepronews.com/clayton-homes-annual-report-reviews-truth-hiding-in-plain-sight/
ClaytonHomesVanderbiltMortgageFinanceVMFNewOnlineAdCampaignsRevealedDailyBusinessNewsMHProNews
https://www.manufacturedhomepronews.com/clayton-homes-vanderbilt-mortgage-and-finance-new-online-ad-campaigns-revealed/

Prosperity Now, Nonprofits Sustain John Oliver’s “Mobile Homes” Video in Their Reports

SmokingGunEvidenceOfAntiTrustMonopolisticCollusionMoatClaytonHomesKevinClayton21stMortgageTimWilliamsWarrenBuffettMHLivingNewsMHProNews
Smoking Gun?!? In a series of direct quotes from Warren Buffett in context, a document from 21st Mortgage signed by Tim Williams, a Berkshire brand in MH Financing, and video recorded comments by Kevin Clayton, these all line up to demonstrate how independent retailers, communities, and producers – among others – where purportedly harmed by action that could be deemed an antitrust violation. MHI publishes an antitrust statement that is used at meetings. Why have they not acted on an apparent example of antitrust violations by their own members? The first half of the report linked below tees up the topic for a general public audience, but then goes into the details noted that ‘make the case’ for alleged antitrust violations by MHI member brands. https://www.manufacturedhomelivingnews.com/bridging-gap-affordable-housing-solution-yields-higher-pay-more-wealth-but-corrupt-rigged-billionaires-moat-is-barrier/

Bombshells! Former HUD Manufactured Housing Program Administrator Bill Matchneer, Cavco’s Manuel Santana Statements

Manufactured Housing Industry Investments Connected Closing Equities Tickers

Some of these firms invest in manufactured housing, or are otherwise connected, but may do other forms of investing or business activities too.

  • NOTE: The chart below includes the Canadian stock, ECN, which purchased Triad Financial Services.
  • NOTE: Drew changed its name and trading symbol at the end of 2016 to Lippert (LCII).

ManufacturedHousingIndustryConnectedStocks8162019ClosingTickersManufacturedHomeProNewsInvestingUpdated…

Berkshire Hathaway is the parent company to Clayton Homes, 21st Mortgage, Vanderbilt Mortgage and other factory built housing industry suppliers.

· LCI Industries, Patrick, UFPI, and LP each are suppliers to the manufactured housing industry, among others.

· AMG, CG, and TAVFX have investments in manufactured housing related businesses.

Your link to an example of industry praise for our coverage, is found here and here. For the examples of our kudos linked above…plus well over 1,000 positive, public comments, we say – “Thank You for Your Vote of Confidence.”

· For expert manufactured housing business development or other professional services, click here.

· To sign up in seconds for our industry leading emailed headline news updates, click here.

· Disclosure. MHProNews holds no positions in the stocks in this report.

SoheylaKovachDailyBusinessNewsMHProNewsMHLivingNewsWe Provide, You Decide.” © ## (News, analysis and commentary.)

(Image credits and information are as shown above, and when provided by third parties, are shared under fair use guidelines.)

Submitted by Soheyla Kovach, co-managing member of LifeStyle Factory Homes, LLC and co-founder for MHProNews.com, and MHLivingNews.com.

Connect with us on LinkedIn here and here.

 

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