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SKY - Skyline Champion - A Compelling Housing Play
Skyline Champion Corporation
After covering a number of residential REITs focused on manufactured housing, I took a closer look at a company that has been on my radar for a long time. The Indiana based Skyline Champion Corporation (SKY) is a leading manufacturer of manufactured homes. The company has benefited from a rapid increase in demand due to rising home prices and a better quality of manufactured houses. Unfortunately, the COVID-19 crisis has caused the stock price to take a big hit - along with the economy in general. Regardless, I believe the company is