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NVH stock

Yahoo Message Number: 16575
Anybody else watching NVH?

It is dropping like a rock on the basis of 1st Q loss.

I have no idea what effect this will have on CC operations but is playing heck with my portfolio.

Hopefully it will turn around 2nd Q.

Re: NVH stock

Reply #1 –
Yahoo Message Number: 16576
Looks like typical growing pains, Dick. More sales, but higher operating costs and inventory.

We were at Camp CC last month for service and took the Allure/Intrigue factory tour. It seemed they couldn't get them off the line fast enough to meet deliveries. Some shops were working 24/7. Help wanted signs and ads were everywhere. This doesn't indicate any kind of downturn IMO.
Dick

Allure #30519

Re: NVH stock

Reply #2 –
Yahoo Message Number: 16577
This might you feel better about owning the stock, over 70% of stock is owned by institutional investors with some of the very large mutual funds being significant investors in the stock. Fidelity Funds is probably one of the biggest funds to hold the stock, and some pretty good value investors are also invested including Franklin Funds, Evergreen Funds and one of my favorite is, a little fund up in Pennslyvania, the Muhlenkamp Fund managed by Ron Muhlenkamp one of the more successful fund managers, take a look at his record. If these folks like the stock then there must be some merit to the company's prospects for survival and possible prospering in the future.

Another positive for the stock is that as the price has gone down, the daily volume seems to be going down suggesting that you may just see a turn around soon. And, the stock is now trading below book and well below sales.

I am not an investor in NVH except possibly through some mutual funds.
Ray

2000 Intrigue

Quote from: Dick Lindsay
 

Re: NVH stock

Reply #3 –
Yahoo Message Number: 16616
Quote from: Richard Stearns
> Looks like typical growing pains, Dick. More sales, but higher
operating costs and

Quote
inventory.

We were at Camp CC last month for service and took the
Allure/Intrigue factory tour. It

Quote
seemed they couldn't get them off the line fast enough to meet
deliveries. Some shops

Quote
were working 24/7. Help wanted signs and ads were everywhere.
This doesn't indicate

Quote
any kind of downturn IMO.

Dick

Allure #30519

Quote from: Dick Lindsay"\[br\
\[/quote\]\[br\]] > > Anybody else watching NVH?
Remember: BUY LOW--SELL HIGH

Quote

> It is dropping like a rock on the basis of 1st Q loss.
>

> I have no idea what effect this will have on CC operations but

is