There is a difference between an SEC subpoena and a trade media report, as Cavco Industries and their investors know. But a fair question is how will institutional investors in Skyline Champion react when they learn about and digest the details in the report linked below? Note that this article was published shortly before the closing bell today.
The answer of the top 10 institutional investors that are reviewed further below may be a mere shrug. After all, Cavco Industries has steadily clawed its way back from what one of their insiders called a “debacle” in November 2018.
That noted, our featured focus will be teed up with this Webalizer data point. Note that per Cavco, which cited MHI in a pre-COVID19 pandemic statement, there are some 75,000 full time employees in the manufactured home industry.
For newer readers and for those who need a reminder, there are over 12 cPanels on the documented, industry-leading MHProNews site. The third-party data was “Generated 15-Jun-2020 07:05 CDT,” says Webalizer. The below is from only one of those 12, albeit it from the largest one in terms of traffic counts. Keep in mind that MHProNews has well over 20,000 articles online which can be freely be accessed. While newer reports tend to get more hits, some reports published months or years ago stay heavily read, which speaks to topics that others are researching on Google, Duck Duck Go, Yahoo, Bing or other search platforms. When an article breaks 10,000 hits during a month in the modest-sized manufactured home industry that is a report that is being seriously read.
Rank on site | Hits | URL or web address
The top article, along with the other two shown above, have continued to surge.
“The devil is in the details,” is an old adage that is a cautionary reminder that details matter. As is customary in our evening/nightly business market recap, the nightly rundown works like this. Market summary graphics at the closing bell are found at the top left, after the left-right headlines, and then following the featured focus – the headline topic – and related reports.
See tonight’s headline Featured Focus following the blue and bold subheading, further below.
Quotes That Shed Light – American Social, Industry, National Issues…
Headlines from left-of-center CNN Business
- Market mayhem
- A pedestrian wears a mask while walking near the United States Capitol on Monday April 27, 2020 in Washington, DC. The county’s founding fathers established differences between state rights and that of the federal government. The Supreme Court has helped defined those over the years. The coronavirus have left states to decide when it makes sense for them to open back up after stay-at home orders.
- Wall Street is signaling to Washington that the economy need way more emergency aid
- Dow swings more than 1,000 points in a turbulent trading day
- The Fed is starting its lending program for small and medium-sized businesses
- It’s finally time to spend money on infrastructure
- Former eBay employees allegedly used cockroaches, spiders, and a gruesome mask to harass a couple
- Look out, Amazon: Walmart.com is getting bigger
- 24 Hour Fitness files for bankruptcy and closes 100 gyms
- 92-year-old Hello Kitty founder hands business to his grandson
- Three months of the pandemic: ‘We can’t get acclimated to losing 800 to 1,000 Americans every single day’
- Casinos catering to Chinese gamblers cause kidnappings and chaos in Manila
- Voice of America top officials resign as Trump-appointed CEO takes over international network
- 2 billion people use these products. By 2030 they’ll be biodegradable
- Aimee Stephens poses on Friday, Aug. 10, 2018 at her home in Redford, Michigan. Stephens worked as a funeral director at R.G. and G.R. Harris Funeral Homes, until she was fired two weeks after informing the funeral homes owner that she is a transgender woman. Stephens filed charges and her case has since been heard by the District Court for the Eastern District of Michigan and the U.S. Court of Appeals for the Sixth Circuit. Now, her case might be headed to the Supreme Court.
- Fired for being transgender: The fight for LGBTQ rights
- A traveler walks past United Airlines Holdings Inc. airplanes parked at Newark International Airport (EWR) in Newark, New Jersey, U.S., on Tuesday, June 9, 2020. Airline losses are surging to unprecedented levels expected to be more than three times those following the 2008 global economic slump, according to the industry's main trade group.
- United is mortgaging its frequent flyer program to raise $5 billion
- MARKETS
- Spotify staked its future on podcasts. The pandemic changed how we listen
- Everyone you know uses Zoom. That wasn’t the plan
- AMD’s Lisa Su was the S&P 500’s highest-paid CEO
- Why this chef keeps showing up at disaster zones
- How to make reusable packaging a hit during a pandemic
- THE NEW WAY TO SHOP FOR A CAR
- People are bidding for million-dollar cars without seeing them in person
- 8 rare Lamborghinis sell for a total of nearly $2 million
- Why it’s so hard to buy the car you want right now
- Carmakers are offering great deals. But be careful
- Rental car companies have good deals on used cars
- WHAT TO WATCH
- WASHINGTON, DC – APRIL 28: A man shops in the meat section at a grocery store, April 28, 2020 Washington, DC. Meat industry experts say that beef, chicken and pork could become scarce in the United States because many meat processing plants have been temporarily closed down due to the coronavirus pandemic. Tyson Foods took out a full page advertisement over the weekend in several major American newspapers, warning that the food supply chain is on the cusp of breaking.
- Here’s where meat prices are headed
- A Southwest Airlines flight takes off as United Airlines planes sit parked on a runway at Denver International Airport as the coronavirus pandemic slows air travel on April 22, 2020 in Denver, Colorado. Compared to the same time last year, Denver International Airport is operating 1,000 fewer flights daily.
- Why budget carriers could see big changes post pandemic
- Fox News anchor apologizes after offensive image airs
- In 1992, AT&Ts VideoPhone 2500 brought grainy video calling to the home at a slow 10 frames per second. It cost $1,500 and was eventually discontinued due to a lack of sales.
- Long before Zoom, this is what video calling looked like
- All retail bankruptcies are not the same. Here’s what you need to know
Headlines from right-of-center Fox Business
- MARKETS
- Truck drivers worry about delivering to areas with defunded police departments
- The U.S. Commerce Department and other agencies signed off on the rule-change, sources said.
- Ben Carson says Trump will ‘get there’ on athletes kneeling during anthem
- ECONOMY
- Fed says it will begin buying corporate bonds
- Stocks get boost as Fed offers more support to financial markets
- MARKETS
- When economists predict the global economy will return to pre-virus levels
- Spain likely to join AstraZeneca coronavirus vaccine purchase
- MARKETS
- Major national gym chain files for bankruptcy, closes over 130 locations
- OPINION
- The crucial lesson we learned about large tech companies during the virus crisis
- CALIFORNIA IN REAR VIEW
- TESLA
- Tesla in talks with Texas county for new assembly plant: Report
- AT WHAT COST?
- GEORGE FLOYD
- Amazon sellers cashing in on George Floyd’s death
- NFL OUTBREAK
- SPORTS
- Cowboys star among players who test positive for coronavirus, report says
- MEET CROISSAN’WICH
- FOOD & DRINKS
- Burger King announces big change to breakfast menu
- HORROR SHOW
- NEWS
- Ex-eBay staff sent spiders, roaches to intimidate, harass couple: Feds
- MAKE OR BREAK MOMENT
- ECONOMY
- Fed’s Kaplan says the US economic recovery hinges on this one thing
- BOARDWALK TRASH TALK
- POLITICS
- NJ gov heckled in public after shutting down restaurant reopening attempts
- TERMINATOR’S ‘GENIUS’
- MARKETS
- Arnold Schwarzenegger about to become major investor in this company
- SLIM PICKENS
- LIFESTYLE
- Most restaurants don’t expect to make any money until this time
- FRIES WITH THAT?
- FOOD & DRINKS
- Here’s what’s keeping your favorite fast food chains alive amid COVID
- JUST A CLICK AWAY
- APPLE
- Study finds Apple’s App store doing moving an incredible amount of cash
- DON’T MISS OUT
- PERSONAL FINANCE
- Only 1 in 4 workers has taken this key retirement readiness step
- LIGHTS, CAMERA, MASKS
- LIFESTYLE
- ‘Jurassic World: Dominion’ to resume production in the UK by July
- WE COULD ALL USE A BREAK
- LIFESTYLE
- Tax breaks for travelers could help coronavirus-hit tourism industry
- ‘HEARTBREAKING’
- LIFESTYLE
- Wendy’s reacts to Rayshard Brooks killing, burned restaurant
- LIFESTYLE
- David’s Bridal, Popwallet partner to add digital options for customers
- NFL
- Denver Broncos, FanDuel ink sports betting deal in NFL first
- ECONOMY
- Trump ‘absolutely disinclined’ to do this if 2nd virus wave strikes, Kudlow says
- MONEY
- Quicken Loans CEO: Why mortgage applications are spiking to record levels
- MONEY
- Warren to host big-dollar fundraiser for Biden
- TECHNOLOGY
- Facebook’s WhatsApp adds digital payment features in Brazil
- ENERGY
- Drilling company charged over contaminating ‘Gasland’ town
- MONEY
- Supreme Court endorses gay, transgender worker protections
- TECHNOLOGY
- US to allow companies to work with Huawei on standards: sources
- SPORTS
- US Open to proceed without fans if government allows, USTA says
- MONEY
- 5 reasons you shouldn’t invest like Warren Buffett
- FOOD & DRINKS
- Subway revamps ‘footlong’ promotion, but store managers aren’t biting
- MONEY
- Extra $600 in unemployment benefits ends next month, what happens then?
- MEDIA
- GRAPHIC: Resurfaced blackface sketch, N-word use has Howard Stern on ropes
- ECONOMY
- Fed’s guidance to small, medium-sized businesses as lending program opens
- POLITICS
- Trump’s birthday marks RNC, Trump campaign’s single best online fundraising day ever
- TRAVEL
- ‘We really need help’: This ‘forgotten’ industry screeches to halt as losses pile up
- NEWS
- Drilling company charged over contaminating ‘Gasland’ town
- BUSINESS LEADERS
- Jeffrey Katzenberg and Meg Whitman struggle with their startup — and each other
- PRODUCT RECALLS
- Massive amount of beef recalled due to potentially dangerous contamination
9 Market Indicator Closing Summaries – Yahoo Finance Closing Tickers on MHProNews…
Featured Focus –
Where Business, Politics and Investing Can Meet
Just two of several pull quotes from an exclusive report featuring on-the-record statements on behalf of Skyline Champion management earlier today should begin to frame the concerns that Skyline Champion investors should ponder.
Here are the top 10 institutional investments in Skyline Champion, per SEC records and cited by other online sources.
| Top Institutional Holders In Skyline Champion | ||||
| Holder | Shares | Date Reported | % Out | Value in dollars |
| Wellington Management Company, LLP | 7,900,084 | 30-Mar-20 | 13.94% | 123,873,317 |
| Blackrock Inc. | 3,893,533 | 30-Mar-20 | 6.87% | 61,050,597 |
| MAK Capital One LLC | 3,368,559 | 30-Mar-20 | 5.94% | 52,819,005 |
| Vanguard Group, Inc. (The) | 3,139,997 | 30-Mar-20 | 5.54% | 49,235,152 |
| Price (T.Rowe) Associates Inc | 2,350,855 | 30-Mar-20 | 4.15% | 36,861,406 |
| Adage Capital Partners GP L.L.C. | 1,814,607 | 30-Mar-20 | 3.20% | 28,453,037 |
| FMR, LLC | 1,627,346 | 30-Mar-20 | 2.87% | 25,516,785 |
| AllianceBernstein, L.P. | 1,593,208 | 30-Mar-20 | 2.81% | 24,981,501 |
| Ameriprise Financial, Inc. | 1,577,308 | 30-Mar-20 | 2.78% | 24,732,189 |
| Ranger Investment Management, LP | 1,515,612 | 30-Mar-20 | 2.67% | 23,764,796 |
| 50.77% | ||||
MHProNews plans to check back periodically and see how this plays out. Stay tuned.
To sign up for our industry leading emailed headline news, click here or scroll beyond the evening market snapshot of manufactured housing industry connected stocks.
Related and Recent Reports:
Cavco Industries “Killer Acquisition,” CVCO’s New Controversy Tests Antitrust Resolve
“Trailer Sales” Surge, Per Mainstream Media – Takeaways for Manufactured Home Independents?
Manufactured Housing Industry Production Drops During COVID19 Closures
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.
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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).
The evening snapshot of manufactured housing connected stocks at the closing bell are found after the featured focus and the related reports. No one else in manufactured housing provides this business-nightly service.
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Spring 2020…
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 tenth anniversary and is in year 11 of publishing.
Learn more about our evolutionary journey as the industry’s leading trade media, at the report linked below.
https://www.manufacturedhomepronews.com/celebrating-10-years-of-goal-and-solution-oriented-manufactured-home-industry-innovation-information-and-inspiration-for-industry-professionals/
· 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 MHLivingNews.com.
Tony earned a journalism scholarship and earned numerous awards in history and 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.
http://latonykovach.com Connect on LinkedIn: http://www.linkedin.com/in/latonykovach
AEI Flash Housing Market Indicator
