neutralInterview2016-02-29conf:high
"America's never been greater" | February 29, 2016
“defending Clayton homes, which is your mobile home producer. The company's been under attack. There have been a series of articles in the Seattle Times.”
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Clayton Homes Inc.
$CMH15 mentions across the corpus · positive 10 · negative 1 · neutral 4 · historical 0
positiveLetter2016conf:high
2016 Berkshire Hathaway Shareholder Letter
“Last year, Clayton became America's largest home builder, delivering 42,075 units that accounted for 5% of all new American homes.”
negativeInterview2015-05-04conf:high
Defending Clayton Homes and Berkshire's IBM stake | May 4, 2015
“the allegations are that the Clayton Holmes offered one family a 7% loan, turned around. It was a 12% loan that they laid it. They're painting it as a bait and switch”
neutralInterview2015-05-04conf:high
Defending Clayton Homes and Berkshire's IBM stake | May 4, 2015
“I have not received one letter from Clayton Homes, and we've sold in that period maybe 75,000 homes. We have 300,000 mortgages”
positiveMeeting2015-05-02conf:high
“Clayton has been exemplary in doing that. About 3% of the mortgage is default in the year.”
positiveMeeting2015-05-02conf:high
“At Clayton, unlike virtually anybody, there's a few, we offer the, we offer mortgages to all the buyers of our homes. And we have retained roughly 12 billion of mortgages on 300,000 homes.”
positiveMeeting2015-05-02conf:high
Morning Session - 2015 Meeting
“Clayton has been exemplary in doing that. About 3% of the mortgages default in the year.”
neutralLetter2014conf:high
2014 Berkshire Hathaway Shareholder Letter
“our fourth International Newspaper Tossing Challenge. Our target again will be a Clayton Home porch, located precisely 35 feet”
positiveInterview2012-10-24conf:high
"No question" the global economy is slowing | October 24, 2012
“We have the largest housing, the manufacturing company in the country at Clayton Holmes. It's manufactured homes. But those, that business is up in the area of 10 to 15%.”
positiveMeeting2009-05-02conf:high
Morning Session - 2009 Meeting
“Kevin Clayton and the people of Clayton homes have done a great job in terms of lending responsibly.”
positiveMeeting2006-05-06conf:high
Morning Session - 2006 Meeting
“Clayton homes, which we own, has done a terrific job in both of financing.”
positiveLetter2005conf:medium
2005 Berkshire Hathaway Shareholder Letter
“XTRA and Clayton Homes also made value-enhancing acquisitions.”
positiveEssay2005conf:high
Wesco 2005 Annual Meeting — Notes of Charlie Munger's Remarks (Whitney Tilson)
“Clayton was the best, but even they were at risk so they sold to us... I think it will work quite well for Berkshire and Clayton.”
neutralEssay2004conf:high
Wesco 2004 Annual Meeting — Notes of Charlie Munger's Remarks (Whitney Tilson)
“Clayton Homes Acquisition and Controversy... Clayton Homes, which is the class of the industry, was having serious problems making their business model work.”
positiveEssay2003conf:high
Wesco 2003 Annual Meeting — Notes of Charlie Munger's Remarks (Whitney Tilson)
“We agree that Clayton is the jewel of the industry. We're buying at period of maximum distress.”