The company's shift into profitability and increased capital utilization suggest successful reinvestment activities. This trend could lead to a multi-bagger performance. The stock's exceptional performance over the last five years indicates investor recognition.
Given the uncertainty from negative returns, it might be time to reduce portfolio risk. With the stock trading around its fair value, now may not be the best time to buy. The negative growth outlook increases the risk of holding the stock.
Multiple insider sales within a short timeframe, along with absence of insider purchases, makes analysts wary. High insider ownership doesn't rectify the dent in investor optimism due to recent share sales.
Skyline Champion's high earnings growth and decent ROE surpass industry averages thanks to efficient management and high earnings retention. Even though future earnings growth may slow, the firm's reinvestment strategy continues to fuel substantial earnings growth.
Despite the short term fall in the share price, Skyline's long term returns and growing profits suggest strong underlying business performance. The market seems cautious about the stock, possibly because the company only recently became profitable.
Data from Census Bureau: the average price for a traditional new home sold in Dec 2022 was $528,400 (including the land) whereas for new manufactured home the average price in Sep 2022 was $130,400 (without land). $Skyline(SKY.US)$$卡寇工业(CVCO.US)$$伯克希尔-B(BRK.B.US)$
Upgrades •$Allegiance(ABTX.US)$: Raymond James Upgrades to Outperform from Market Perform - PT $43 •$邦吉(BG.US)$: JPMorgan Upgrades to Overweight from Neutral - PT $106 (from $130) •$Cerence(CRNC.US)$: RBC Capital Upgrades to Sector Perform from Underperform - PT $27 (from $28) •$First Mid Bancshares(FMBH.US)$: Raymond James Upgrades to Outperform from Market Perform - PT $45 •$拉马尔户外广告(LAMR.US)$: Citigroup Up...
Skyline股票讨论区
2023Q1营收下滑36%,营业利润下滑62.3%,净利润下滑56.2%,从季报看营收已经连续下滑两个季度,和板块一致。
目前市盈率9.5,市盈率TTM升高到11.3,如果全年净利下滑50%,市盈率将达到19,对于周期性行业明显过高,暂时观望。
Affordable Housing
$Skyline(SKY.US)$$卡寇工业(CVCO.US)$$伯克希尔-B(BRK.B.US)$
good dips ? 50+
专栏Top upgrades and downgrades on 7/7: KSS, BG, GTLB, PATH and more
• $Allegiance(ABTX.US)$ : Raymond James Upgrades to Outperform from Market Perform - PT $43
• $邦吉(BG.US)$: JPMorgan Upgrades to Overweight from Neutral - PT $106 (from $130)
• $Cerence(CRNC.US)$ : RBC Capital Upgrades to Sector Perform from Underperform - PT $27 (from $28)
• $First Mid Bancshares(FMBH.US)$ : Raymond James Upgrades to Outperform from Market Perform - PT $45
• $拉马尔户外广告(LAMR.US)$ : Citigroup Up...
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