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)$$卡寇工業(CVCO.US)$$伯克希爾-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 $45 •$拉馬爾戶外廣告(LAMR.US)$: Citigroup Up...
Skyline股票討論區
2023Q1營收下滑36%,營業利潤下滑62.3%,淨利潤下滑56.2%,從季報看營收已經連續下滑兩個季度,和板塊一致。
目前市盈率9.5,市盈率TTM升高到11.3,如果全年淨利下滑50%,市盈率將達到19,對於週期性行業明顯過高,暫時觀望。
Affordable Housing
$Skyline(SKY.US)$$卡寇工業(CVCO.US)$$伯克希爾-B(BRK.B.US)$
good dips ? 50+
專欄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
• $拉馬爾戶外廣告(LAMR.US)$ : Citigroup Up...
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