Arctic Cat, Inc.
Polaris Industries (NYSE: PII) recently reported its latest earnings report. It saw record sales and earnings, but still had a few negatives along with the good news. The company is a strong player in the luxury and recreational vehicle market. There is a lot of competition, and investors need to know if Polaris can hold its own in a changing and difficult industry.
Polaris owns two separate motorcycle brands more »
ABOUT THE COMPANY
Since its founders invented the snowmobile almost 60 years ago, Polaris Industries Inc. (NYSE :PII) has been a leader in the snowmobile industry, known for innovation, appreciation for the riding lifestyle and the best-riding sleds available.
It is a recognized and one of the global sales leader in the power sports industry. It designs, engineers, manufactures and markets innovative, high quality off-road vehicles (ORVs), including all-terrain vehicles more »
Harley Davidson Inc. (NYSE: HOG) is the parent company of Harley-Davidson Motor Company and Harley-Davidson Financial Services. It is one of the best recognizable and proprietary brands in the United States.
Harley's stock registered a gain of 44.7% over the last seven months. Fourth-quarter income from continuing operations was $70.6 million on consolidated revenue of $1.17 billion, compared to income from continuing operations in the year-ago more »
Americans are spending time off-roading once again, as interest in outdoor sporting activities rises and discretionary income improves. Global industry sales of all-terrain vehicles (ATV) rose at a high single-digit rate in 2012, continuing its rebound off the sales declines caused by the financial crisis. More importantly, profits are rising sharply for the leading manufacturers, including Polaris Industries (NYSE: PII) and Arctic Cat (NASDAQ: ACAT). After sharp stock price gains more »
A company which continues to register impressive results is always noteworthy. A prudent investor should always look for an opportunity where a rock solid company rebounds from a difficult situation. This is in fact the best time to buy in, since it maximizes one’s gains. I believe just such an opportunity is waiting for investors in the months to come.
Last week's stock market was akin to a Demolition Derby, full of big name revenue and/or earnings misses, including IBM, McDonald’s, and -- in its early release fiasco -- Google. However, a seemingly unlikely company left revenue and earnings estimates in the dust, and saw its stock price cruising in the green while most of the market was wrecked on the sidelines – Polaris Industries (NYSE: PII).
I say "seemingly more »
What a great couple of days for news photographers on the campaign trail. Photos of Vice President Joe Biden nuzzling with a biker mama at a diner in Ohio and then President Barack Obama bear hugged off his feet by a Republican, no less at a pizzeria have gone viral. The White House News Photographer Association will have some interesting competition this year in the Presidential photo category.
The photo more »
As an investor, when I think of companies that make expensive recreational items such as ATVs and motorcycles I think of earnings cyclicality. That is when the overall economy goes into a recession then the revenue and cash flow of those companies are going to go down with it. I researched three companies that are known for making ATVs and motorcycles. Polaris Industries (NYSE: PII) which makes ATVs, motorcycles and snowmobiles with the majority of their revenue coming from ATVs, specifically side by side four wheelers. Arctic Cat (NASDAQ: ACAT) a traditional snowmobile maker also makes ATVs but a higher percentage of sales comes from snowmobiles than Polaris. Harley Davidson’s (NYSE: HOG) revenue is exclusively comprised of motorcycles and merchandise pertaining to their brand. I discovered that Polaris Industries leads on several fronts.
When I was a kid, I had a strong fascination with Harley-Davidson’s (NYSE: HOG) motorcycles and used to long for them. This fascination continues to grow stronger after watching the motorcycle manufacturer’s overwhelming performance, driven by extraordinary demand for its products. It seems that people just cannot get over the charm of its heavyweight motorcycles that sizzle the road, resulting in a sizzling performance on the Street. Harley more »
It’s hard to find a purer play on consumer discretionary spending then Harley-Davidson (NYSE: HOG) and it’s always useful to look at it as a kind of barometer for spending trends in the global economy. In terms of growth prospects, brand recognition and sheer love, the HOG has few rivals as a brand and it has the opportunity to grow sales internationally.
However, its growth will vary from more »
The recreational vehicle industry has seen significant growth over the past few years. Off-road vehicle sales have increased 35% YOY in 2010, 32% YOY in 2011, and are expected to grow 18% YOY this year. Moreover, the recreational vehicle index, as compiled by Tickerspy, is up 49.6% versus the S&P 500 since January 2008.
However, the industry has not been without its share of negative factors. Last winter more »
Snowmobile maker Arctic Cat (NASDAQ: ACAT) managed to beat the Street in the fourth quarter and posted a huge jump in its top line. However, the company saw its shares go the wrong way as it failed to come up with a bright outlook.
Let’s take a look at the quarter that was and how the company might perform in future.
A look at the performance
Sales for the more »