A source connected to the Manufactured Housing Association of Oklahoma (MHAO) provided MHProNews with their summer 2022 newsletter which included the Manufactured Housing Institute (MHI) May 2022 “economic report.” It also included a regional snapshot that per MHAO data revealed that a state has witnessed a modest drop in shipments despite their pro-manufactured housing industry video promotion. That and more are found in the information provided, which also seems to reflect a disconnect between data provided by MHAO and data per their newsletter’s MHI sourced data. Meanwhile, the Texas Manufactured Housing Association (TMHA) has provided their June 2022 data snapshot, which is shown below. These facts are provided with the knowledge that ‘official’ federal data collected on behalf of the U.S Department of Housing and Urban Development (HUD) for new national manufactured housing production will be provided later this week. Thus, additional cross checks on facts are available for this analysis (see further below) and/or other possible follow up expert commentaries and viewpoints.
TEXAS MANUFACTURED HOME SHIPMENTS MARKET ANALYSIS
JUNE SHIPMENTS
Manufactured home shipments to Texas retailers expanded in June coming in on the high side of the forecast and topping last month’s seasonally adjusted peak by moving up an additional +5% over May.
The raw total of shipments came in +251 homes above the forecast.
The product mix remained at the 51% multi-section mark, with shipments of multiple section homes beating single-section shipments for the fourth month in a row.
Compared to one year ago shipments were up +26.6% for June, and both years had the same number of production days.
Last month we called out that retail sales were not showing the expansion that shipments had in May, but with the titles processed so far June sales are tracking very high.
| Shipments | Singles | Multis | Total |
| Total for June: | 979 | 1,004 | 1,983 |
| Change from May (Raw %): | 12.9% | 12.2% | 12.5% |
| Change from May (Raw Units): | 112 | 109 | 221 |
| Change from May (SA %): | 6.5% | 5.1% | 5% |
| Change from June of 2021 (%): | 40.5% | 15.5% | 26.6% |
| Change from June of 2021 (Units): | 282 | 135 | 417 |
Per the MHAO (MHProNews Notice: in several browsers or devices, you can click on the image and follow the prompts to open the illustration to a larger size):
Per MHI in May 2022:
This data should be carefully considered in the light of the reports linked below.
ICYMI or need a refresher, as a teaser, the data from this pair of economists and the related analysis clearly demonstrates that manufactured housing could be doing multiples of the current levels of production. The potential could set new high-water marks for the manufactured home industry.’
Which begs the question; why isn’t the post-production side of the Manufactured Housing Institute (MHI) pushing to achieve that significant potential documented above in a dramatic way?
MHI leaders and attorneys were asked to respond to the 7.31.2022 Sunday report linked above that cites them. That inquiry was sent via email Monday afternoon. They were also asked to explain why they don’t publish manufactured housing industry data as other trade associations routinely do for their professions. MHProNews received confirmation from a source deemed reliable that MHI leaders and attorneys received those inquiries. If MHI responds, MHProNews will plan to report their response.
National manufactured housing data will be produced for June 2022 later this week. Stay tuned for the latest facts, figures, analysis and more expert commentary – like the above – found here on MHProNews.
Next up is our daily business news recap of yesterday evening’s market report, related left-right headlines, and manufactured housing connected equities.
The Business Daily Manufactured Home Industry Connected Stock Market Updates. Plus, Market Moving Left leaning CNN and Right-leaning (Newsmax) Headlines Snapshot. While the layout of this daily business report has been evolving over time, several elements of the basic concepts used previously are still the same. For instance. The headlines that follow below can be reviewed at a glance to save time while providing insights across the left-right media divide. Additionally, those headlines often provide clues as to possible ‘market-moving’ news items.
Market Indicator Closing Summaries – Yahoo Finance Closing Tickers on MHProNews…
Headlines from left-of-center CNN Business – from the evening of 8.1.2022
- Here come the discounts
- A woman shops in the supermarket isle of a Target store in the Queens borough of New York City, NY, July 21, 2022.
- Walmart, Best Buy and Gap have too much of the wrong stuff. Now they’re trying to clear out
- Why Old Spice, Colgate and Dawn are locked up at many drug stores
- Is this as good as it gets for Big Oil?
- ‘Drill, baby, drill’ is back in Europe as gas crisis looms
- Your pay increase won’t go that far
- Mark Zandi: Energy and health care bill will nudge inflation lower
- Evergrande has failed to deliver the debt restructuring plan it promised
- S. Bank fined for opening ‘sham’ accounts for customers
- Opinion: Crypto can’t rely on the government to save it from itself
- What’s next for the US housing market
- A popular sunscreen is being recalled because it may contain a carcinogen
- What to know about e-waste left behind by your gadgets
- How inflation pushed KFC to put chicken feet on the menu in China
- Content by The Ascent
- It’s official: now avoid credit card interest into 2024
- KitKat pink chocolate 5
- Help wanted: $78,000 a year to taste candy while sitting on your couch
- A customer purchases at a farmers market in Chicago, Illinois, US, on Saturday, July 16, 2022.
- Why some people actually want a recession (and others say that’s crazy)
- Morning commuters pass 20 Fenchurch Street, also known as the Walkie Talkie, in the City of London, U.K., on Thursday, Sept. 9, 2021.
- Inside the ‘life changing’ four-day work week trial
- BOEING
- A Boeing Co. T-X trainer aircraft is seen at the Boeing Defense, Space & Security facility in St. Louis, Missouri, U.S., on Monday, July 24, 2018. Capping off a contentious contracting tussle with President Donald Trump, Boeing Co. received a $3.9 billion contract to continue development, modification and testing of two new aircraft to serve as Air Force One, according to two people familiar with the decision.
- Boeing averts strike at three defense plants, for now
- Boeing delivers a 737 Max to airline that suffered crash
- US approves Boeing to resume 787 deliveries
- Delta to buy 100 Boeing 737 MAX 10 planes
- This counts as good news for Boeing
- BRANDS WE LOVE
- Rendering of Gatto Bianco by Fancy Feast
- Cat lovers can try cat-food inspired dishes at Fancy Feast’s pop-up
- Campbell Soup used to hate Andy Warhol’s can paintings
- Tide and Dawn owner have a warning about the economy
- Hershey won’t be able to meet Halloween demand
- Glossier is coming to Sephora
Headlines from right-of-center Newsmax 8.1.2022
- Taiwan Girding for Chinese Invasion as Pelosi Plans Island Visit
- In this photo released by the Taiwan Ministry of National Defense, Taiwan military forces conduct anti-landing drills late last month near New Taipei City. (AP)
- Russian Invasion of Ukraine
- US: Russia Using Ukraine Power Plant as ‘Nuclear Shield’
- Poles Mark 1944 Uprising Against Nazis; Compare to Ukraine
- Ukrainian Foreign Minister: Russian Troops Committing Genocide
- Putin: No One Can Win a Nuclear War
- ‘Relief for the World’ as Ukraine Grain Ship Leaves Odesa
- Putin Declares United States Main Threat to Russia
- Ukraine Attacks Russian Black Sea Fleet HQ
- Russian Missile Hits Ukrainian Grain Tycoon’s Home, Kills Him
- More Russian Invasion of Ukraine
- Newsmax TV
- Burchett: China Won’t Be ‘Ridiculous’ Over Pelosi | video
- Dick Morris: Biden ‘Weak Puppet’ Over Pelosi’s Asia Trip | video
- Hartzler to Newsmax: No Other Candidate Voted as Much With Trump | video
- Pat McEnroe: LIV Tour Success Depends on Investments of Saudis | video
- Ahmad Rashad to Newsmax: Bill Russell Was ‘Our Hero’ | video
- Arizona’s Lamon: Biden’s ‘Little Gaps’ of Wall Won’t Help | video
- Lamon: Will Work to Codify Remain in Mexico | video
- Newsfront
- Michigan Court Allows County Prosecutors to Enforce 1931 Abortion Ban
- A Michigan court on Monday ruled that county prosecutors can enforce an abortion ban that has been on the books since 1931, exempting them from a different court’s ruling that blocked state officials from enforcing the law.The decision by the three-judge Court of Appeals…… [Full Story]
- Fox News Doesn’t Want Trump Ever, Media Critic Says
- Fox News’ decision to ignore or shun former President Donald Trump is [Full Story] | video
- Related
- Fox News Banning Trump From Network
- Man Who Stormed Capitol with Gun Gets 87 Months in Prison
- [Full Story]
- Abortion Rises as Top Issue Among Americans
- The percentage of Americans who rated abortion as the most important [Full Story]
- US: Russia Using Ukraine Power Plant as ‘Nuclear Shield’
- Secretary of State Antony Blinken on Monday called Russia’s actions [Full Story]
- Biden Their Time? A Dozen Democrats Who May Run in 2024 If Joe Doesn’t
- Even before President Joe Biden’s recent bout with COVID-19, the [Full Story] | Platinum Article
- Taiwan Preparing for Chinese Invasion as Pelosi Plans Island Visit
- Taiwanese defense officials are bracing for the possibility of [Full Story]
- Millennials Surpassing Baby Boomers as Gun Buyers, Enthusiasts
- Millennials – the much-maligned generation that’s been stereotyped as [Full Story] | Platinum Article
- Elon Musk’s Dad Says He’s Not Proud of His Son
- Elon Musk’s father admitted he is not proud of his Tesla founder son [Full Story]
- US Emergency Crude Stockpile Falls to Lowest in 37 Years
- The U.S. emergency crude oil stockpile fell by 4.6 million barrels [Full Story]
- US Manufacturing Sector Slows Modestly
- S. manufacturing activity slowed less than expected in July and [Full Story]
- Griner’s Trail Resumes Amid Intensified Diplomacy
- Since Brittney Griner last appeared in her trial for cannabis [Full Story]
- Hawley Against Finland, Sweden Joining NATO
- The United States should not expand its security commitments in [Full Story]
- PGA Tour Bumps Prize Money to $415M Next Season
- The PGA Tour on Monday announced its schedule for the 2022-23 season, [Full Story]
- Diabetics: One Simple Method to Keep Your Blood Sugar Below 100
- Diabetes Freedom
- Video Report: DeSantis Says Having Children at Drag Shows Is ‘a Disturbing Trend’
- Florida Gov. Ron DeSantis has filed a complaint against a restaurant [Full Story] | video
- Netflix Political Thriller Starring Keri Russell Generates Buzz Among Diplomats
- An upcoming Netflix show depicting Keri Russell in the role of a [Full Story]
- FBI: Iranian Dissident Journalist Targeted in Brooklyn Home
- Iranian journalist and activist Masih Alinejad on Monday was informed [Full Story]
- Report: Pelosi to Visit Taiwan Despite Warnings
- U.S. House Speaker Nancy Pelosi will visit Taiwan, despite threats [Full Story]
- Putin: No One Can Win a Nuclear War
- Russian President Vladimir Putin said Monday there could be no [Full Story]
- Poll: Masters in Lead Before Arizona GOP Senate Primary
- Venture capitalist Blake Masters holds a significant lead over his [Full Story]
- Ukrainian Foreign Minister: Russian Troops Committing Genocide
- Russian President Vladimir Putin’s troops are committing genocide in [Full Story]
- Texas Worried Migrants Blocking Mexican Highways Could Threaten US Supply Chain
- The Texas Department of Agriculture is becoming increasingly worried [Full Story]
- Reports: NFL-Appointee Suggests 6-Game Suspension for Deshaun Watson
- A former U.S. district judge has ruled that Cleveland Browns [Full Story]
- LA County Ends Citizenship Requirement for Most Government Jobs
- Citizenship will no longer be a requirement for working at a job with [Full Story]
- WH Physician: Biden Tests Positive For COVID Again
- S. President Joe Biden tested positive for COVID-19 on Monday “as [Full Story]
- Ahmad Rashad to Newsmax: Bill Russell Was ‘Our Hero’
- Bill Russell was a role model for all people, but especially young [Full Story] | video
- Appalachian Cultural Center Reeling From Historic Flooding
- The raging floodwaters that left dozens dead or missing in eastern [Full Story]
- US Begins Court Battle Against Publishing Giants’ Merger
- The government and publishing titan Penguin Random House are set to [Full Story]
- Medical Board That Certifies Doctors Has Gone ‘Woke’
- The American Board of Internal Medicine Foundation, the philanthropic [Full Story]
- Chicago Prosecutor Slams Cook County State’s Attorney in Resignation Letter
- Veteran Chicago prosecutor James Murphy harshly criticized Cook [Full Story]
- Oklahoma School Districts Hit for Violating Critical Race Theory Ban
- After two Oklahoma school districts violated the state’s ban on [Full Story]
- Finance
- PGA Tour Bumps Prize Money to $415M Next Season
- The PGA Tour on Monday announced its schedule for the 2022-23 season, including total prize money that balloons to a record $415 million. Further, the Tour will dole out an additional $145 million in bonus money, including $75 million for the FedExCup…. [Full Story]
- Wells Fargo Reinstates Diverse Hiring Mandate
- Bob Ciura: 3 Low Volatility Dividend Stocks For Risk-Averse Investors
- Devon Energy Posts 7-Fold Increase in Quarterly Profit
- Oracle Begins US Job Cuts
- More Finance
- Health
- How to Choose the Safest Sunscreens
- Sunscreen helps protect against skin cancer, but a shocking recall of one of America’s favorite brands reveals that the very product that is supposed to protect against the sun’s harmful rays, can be carcinogenic itself. An internal review of Banana Boat Hair and Scalp…… [Full Story]
- USDA Announces Stricter Regulations on Salmonella in Chicken Products
- Record Breaking Temperatures Will Be the Norm by 2050
- Banana Boat Sunscreen Recalled Due to Carcinogen
- When Summer Bug Bites Need Emergency Care
MHProNews has pioneered in our profession several reporting elements that keep our regular and attentive readers as arguably the best informed in the manufactured housing industry. Among the items shared after ‘every business day’ (when markets are open) is our left-right headline recap summary. At a glance in two to three minutes, key ‘market moving’ news items are covered from left-of-center CNN Business and right-of-center Newsmax. “We Provide, You Decide.” © Additionally, MHProNews provides expert commentary and analysis on the issues that others can’t or won’t cover that help explain why manufactured housing has been underperforming during the Berkshire era while an affordable housing crisis and hundreds of thousands of homeless in America rages on. These are “Industry News, Tips, and Views Pros Can Use” © features and others made and kept us the runaway #1 in manufactured housing trade publisher for a dozen years and counting.
Manufactured Housing Industry Investments Connected Equities Closing Tickers
Some of these firms invest in manufactured housing, or are otherwise connected, but may do other forms of investing or business activities too.
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- NOTE: The chart below includes the Canadian stock, ECN, which purchased Triad Financial Services, a manufactured home industry lender
- NOTE: Drew changed its name and trading symbol at the end of 2016 to Lippert (LCII).
- NOTE: Deer Valley was largely taken private, say company insiders in a message to MHProNews on 12.15.2020, but there are still some outstanding shares of the stock from the days when it was a publicly traded firm. Thus, there is still periodic activity on DVLY.
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- 2022 …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. For insights from third-parties and clients about our publisher, click here.
Enjoy these ‘blast from the past’ comments. MHProNews. MHProNews – previously a.k.a. MHMSM.com – has celebrated our 11th year of publishing and have completed over a dozen years of serving the industry as the runaway most-read trade media.
- 2022 …Berkshire Hathaway is the parent company to Clayton Homes, 21st Mortgage, Vanderbilt Mortgage and other factory-built housing industry suppliers.
Sample Kudos over the years…
It is now 12+ years and counting…
Learn more about our evolutionary journey as the industry’s leading trade media, at the report linked below.
· 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.
That’s a wrap on this installment of “News Through the Lens of Manufactured Homes and Factory-Built Housing” © where “We Provide, You Decide.” © (Affordable housing, manufactured homes, stock, investing, data, metrics, reports, fact-checks, analysis, and commentary. Third-party images or content are provided under fair use guidelines for media.) (See Related Reports, further below. Text/image boxes often are hot-linked to other reports that can be access by clicking on them.)
By L.A. “Tony” Kovach – for MHProNews.
Tony earned a journalism scholarship along with numerous awards in history. There have been several awards and honors and also recognition in manufactured housing. For example, he earned the prestigious Lottinville Award in history from the University of Oklahoma, where he studied history and business management. He’s a managing member and co-founder of LifeStyle Factory Homes, LLC, the parent company to MHProNews, and MHLivingNews.com. This article reflects the LLC’s and/or the writer’s position and may or may not reflect the views of sponsors or supporters.
