10.11.04: Robotti & Co. Manufactured Housing Conference
3 analysts and top management from 5 firms examine the Manufactured Housing sector in this 32 page report from The Wall Street Transcript.

  1. Outlook for Manufactured Housing: Bob Robotti & Chris Sansone, Robotti & Company

  2. The Manufactured Housing Market: Abdul Rajput, U.S. Bank – Manufactured Housing Finance

  3. Manufactured Housing: An Overview: Chris S. Stinebert, Manufactured Housing Institute

  4. CEO Interviews (average 2,500 words): Top management from 5 sector firms examine the outlook for their firm and the sector. Firms interviewed include: Cavco Industries, Fleetwood Enterprises, Origen Financial, United Mobile Homes Inc.

    Topics covered: Repossessions  - Impact of hurricanes  - Consumer awareness efforts  - Lending practices  - Matching demand  - Overproduction  - Underwriting guidelines  - Fraud control  - GSEs  - Lender Best Practices Program (LBP)  - Sales traffic 
    Companies covered: Origen (ORGN), Berkshire (BRK), Drew Industries (DW), Decorator Industries (DII), Fannie Mae and Freddie Mac.
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