I have to agree with Marlin on the Fleetwood.
There is a HUGE trend growing in modular housing and Fleetwood has their eye on the emerging market of green, modern modulars that are coming out of alot of these architecture design think-tanks.
It may dump and jump a bit more until things stop being so shakey, but in the long-run they have the infrastructure and the factories to meet this upcoming demand for affordable, green, high-design housing.