The Panic-Proof Portfolio (Stockchase Research)Cavco Industries IncCVCOTOP PICKOct 15, 2026
Stockchase Research Editor: Michael O'Reilly
CVCO manufactures modular home, park models, and RVs. Recently reported earnings showed an all time record high revenue stream, which allowed for cash reserves to grow while shares were bought back. They anticipate a growing back order as the demand for affordable housing rises in the US and they can meet any surge with existing manufacturing capacity. It currently trades at 23x earnings and supports a 16% ROE. We recommend setting a stop-loss at $425, looking to achieve $665 -- upside potential of 25%. Yield 0%
CVCO manufactures modular home, park models, and RVs. Recently reported earnings showed an all time record high revenue stream, which allowed for cash reserves to grow while shares were bought back. They anticipate a growing back order as the demand for affordable housing rises in the US and they can meet any surge with existing manufacturing capacity. It currently trades at 23x earnings and supports a 16% ROE. We recommend setting a stop-loss at $425, looking to achieve $665 -- upside potential of 25%. Yield 0%
(Analysts’ price target is $665.00)