Guru Frateschi – MH Stock Poised for BIG Gain, Plus Market Updates

752017DowJonesTickerManufacturedHousingIndustryDataResearchReportsDailyBusinessNewsMHProNews.jpgThe evolving Daily Business Newsmarket report sets the industry’s stocks in the broader context of the overall market stocks.  By spotlighting the headlines – from both sides of the left-right media divide – this report also helps readers see what are the trends and topics that may be moving the investors that move the markets.

Readers say this is also a quick review tool that saves researchers time in getting a view of the manufactured housing industry, through the lens of publicly traded stocks.  MH “Industry News, Tips and Views, Pros Can Use.” ©

Selected bullets from CNN Money:

  • Merkel criticizes Trump trade policy before G20
  • Why gas-powered cars aren’t going away
  • Hollywood buys stability through labor deals
  • This car has a dashboard made entirely of glass
  • Get the most out of customer loyalty programs
  • True Religion files for bankruptcy
  • Trump’s aggressive trade stance may be working
  • China and Mexico talk about a trade deal Trending
  • Volvo: Gas cars are history after 2019 Trending
  • Laptop ban lifted for Emirates and Turkish Airlines
  • These are world’s top employers for new grads

Selected headlines and bullets from Fox Business:

  • US threatens to cut off trade with countries doing business in North Korea
  • North Korea test-launched new type of missile
  • Trump visits Poland ahead of meeting with Putin
  • Tech lifts Nasdaq; energy curbs Dow, S&P gains
  • Oil falls, ending bull run, on rising OPEC exports and dollar
  • Illinois risks rating cut to junk even with budget
  • Tech billionaires launch campaign to rescue Democratic Party
  • Tesla shares plunge more than 7%, largest intraday drop in a year
  • Fed officials look to shrink portfolio, minutes show
  • Qatar diplomatic crisis: Arab states balk at dismissal of demands
  • Why some car buyers opt to lease instead
  • Colin Kaepernick posts July 4 video amid NFL free agency snub
  • EPA to propose cutting U.S. biofuels requirements in 2018: sources
  • WWE Hall of Famer Jerry Lawler: We could have had ‘TwitterMania,’ CNN vs. Trump
  • These are the books small business owners are reading this summer
  • 10 things TrumpCare would eliminate from ObamaCare
  • US won’t fine company for spilling radioactive sludge
  • The agency that regulates the U.S. nuclear industry will not fine a company for spilling radioactive sludge
  • Risks for Market Darlings, Moody’s and S&P Global
  • PepsiCo, Inc. Earnings Preview: Numbers and Key Themes to Watch
  • Shares Of Yum China Drop Following Second-quarter Results

ICYMI – for those not familiar with the “Full Measure,” ‘left-right’ media chart, please click here.

9 key market indicators, ‘at the closing bell…’

S&P 500 2,432.54 +3.53 (+0.15%)

Dow 30 21,478.17 -1.10 (-0.01%)

Nasdaq 6,150.86 +40.80 (+0.67%)

Crude Oil 45.61 -1.46 (-3.10%)

Gold 1,226.50 +7.30 (+0.60%)

Silver 16.06 -0.03 (-0.20%)

Crude Oil 45.61 -1.46 (-3.10%)

Gold 1,226.50 +7.30 (+0.60%)

Silver 16.06 -0.03 (-0.20%)

EUR/USD 1.1348 +0.0001 (+0.01%)

10-Yr Bond 2.334 -0.012 (-0.51%)

Russell 2000 1,420.15 -6.54 (-0.46%)


Manufactured Housing Composite Value



Manufactured Housing Connected Stocks

Today’s Big Movers

Today’s Big Gainers were Cavco and AMG.  Leading the Decliners were Patrick and LCI.

See below for all the ‘scores and highlights.’

Today’s MH Market Spotlight Report – is from insights, credit to Bloomberg and GuruFocus…


Tiziano Frateschi, credit, GuruFocus.


Tiziano Frateschi is a writer for GuruFocus. The firm’s website states that the Plano, Texas based company “ is engaged in the business of financial news, commentaries, research and publishing. LLC is proud to be a Better Business Bureau (BBB) accredited company with an A+ rating.”

Frateschi did a report that focused on 7 stocks that he states are poised for a significant rise.

Frateschi said, “According to the GuruFocus All-in-One Screener, several gurus are focusing on stocks whose Peter Lynch fair values are far above the current prices. The following stocks are trading with wide margins of safety [M.O.S.] and have positive performances over the past 12 months.”


Lennar Corp. Class B (LEN.B) Cirrus Logic Inc. (CRUS) Selective Insurance Group Inc. (SIGI) Industrias Bachoco SAB de CV ADR (IBA) Citigroup Inc. (C) Meritage Homes Corp. (MTH)

GuruFocus report then closes with the following on this leading manufactured housing industry supplier.

Patrick Industries Inc. (PATK) is trading around $77.6 per share. The Peter Lynch value gives the stock a fair price of $99.25 so the stock is undervalued with a margin of safety of 22%. The stock started its positive upward trend three months ago; it now registers a positive performance of 11.6%.



Patrick Industries is a manufacturer of component products and distributor of building products and materials to the recreational vehicle and manufactured housing industries.


The stock is trading with a P/E ratio of 19.57 that is higher than 51% of companies in the Global Home Furnishings & Fixtures industry. The price is 9.87% below its 52-week high and 52.76% above its 52-week low. The P/B ratio is 4.07.

The largest shareholder among the gurus is Simons with 0.4% followed by Greenblatt with 0.13%, Royce with 0.13% and Caxton Associates with 0.03%.

Disclosure: I do not own any shares of any stocks mentioned in this article.”


See Recent Exclusive 1 Year Snapshot of All Tracked Stocks

NOTE: the chart below covers a number of stocks NOT reflected in the Yahoo MHCV, shown above.

NOTE: Drew changed its name and trading symbol at the end of 2016 to Lippert (LCII).


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 all supply manufactured housing, while AMG, CG and TAVFX have investments in manufactured housing related businesses.

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SoheylaKovachManufacturedHomeLivingNewsManufacturedHousingIndustryDailyBusinessNewsMHProNews-Submitted by Soheyla Kovach to the Daily Business News for


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