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Polaris Industries

  • Should You Add This Wide-Moat Company to Your Portfolio?

    By Ted Cooper - June 12, 2013 | Tickers: HOG, HMC, PII

    Wide-moat companies invariably make the best long-term investments. Average companies come and go, but great businesses compound shareholder value year after year. Therefore, the best long-term risk-adjusted returns are found in wide-moat companies like Harley-Davidson (NYSE: HOG).

    Harley-Davidson is the highest-regarded brand in motorcycles. Although many competitors, including Honda Motor (NYSE: HMC) and Polaris Industries (NYSE: PII) have caused it headaches through the years, Harley-Davidson is still the gold standard more »

  • Offerings to the Gods of Speed

    By AnnaLisa Kraft - June 11, 2013 | Tickers: ACAT, HOG, PII

    This machine had an entire movie dedicated to it, "The World's Fastest Indian," which chronicled the struggles of New Zealander Burt Munro to break the land speed record with his 1920 self-modified Indian Scout motorcycle. He eventually did at the Bonneville Salt Flats in 1967 at 190 mph. His under 1,000 cc SF category record still stands. And Polaris Industries (NYSE: PII) has owned the company behind the more »

  • HOG Part II: Pig Rising?

    By Jason Hall - May 7, 2013 | Tickers: BAMXF, HOG, HMC, PII

    This past January, I posted a hard look at one of the quintessential American Brands, Harley-Davidson (NYSE: HOG), and came to the conclusion that I wanted to see more from the fabled motorcycle maker and cultural icon before making a long-term call.  The plain fact is that Harley has had a tough ride the past few years, nearly going bankrupt during the Great Recession.  It's legacy business model was more »

  • Making Money From Toys for Grown Ups

    By Reuben Brewer - May 6, 2013 | Tickers: ELY, HOG, PII | Editor's Choice

    When investors think of toys, kids are the first thing that comes to mind. But that's a shortsighted view of toys, since boys of all ages like their recreational play things. And, without mom and dad to say no, men are more than happy to pay up for toys like motorcycles, snow mobiles, and golf clubs.

    Boys and their toys

    Kids love toys, but that fascination doesn't end more »

  • This Recreational Vehicle Company Looks Good

    By Austin Higgins - April 29, 2013 | Tickers: ACAT, HOG, PII

    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.

    Motorcycles

    Polaris owns two separate motorcycle brands more »

  • This Iconic Brand is Still Undervalued

    By Ted Cooper - April 14, 2013 | Tickers: HOG, HMC, PII

    Businesses fail and are replaced by better ones all the time. However, businesses with iconic brands are usually positioned to dominate their industry for decades to come.

    That is the case with Harley-Davidson (NYSE: HOG). Despite a sharp decline in earnings during 2009 and 2010, the company has recovered and still has ample room for growth despite an aging customer base.

    Trademarks of an iconic brand

    One of the most more »

  • This Iconic Brand is Still Undervalued

    By Ted Cooper - April 14, 2013 | Tickers: HOG, HMC, PII

    Businesses fail and are replaced by better ones all the time. However, businesses with iconic brands are usually positioned to dominate their industry for decades to come.

    That is the case with Harley-Davidson (NYSE: HOG). Despite a sharp decline in earnings during 2009 and 2010, the company has recovered and still has ample room for growth despite an aging customer base.

    Trademarks of an iconic brand

    One of the most more »

  • This Iconic Brand is Still Undervalued

    By Ted Cooper - April 13, 2013 | Tickers: HOG, HMC, PII

    Businesses fail and are replaced by better ones all the time. However, businesses with iconic brands are usually positioned to dominate their industry for decades to come.

    That is the case with Harley-Davidson (NYSE: HOG). Despite a sharp decline in earnings during 2009 and 2010, the company has recovered and still has ample room for growth despite an aging customer base.

    Trademarks of an iconic brand

    One of the most more »

  • POLARIS GIVES ALL TERRAIN VALUE

    By Padam Singhi - April 2, 2013 | Tickers: ACAT, HOG, PII

    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 GIVES THE BEST RIDE

    By Padam Singhi - March 31, 2013 | Tickers: ACAT, F, HOG, HMC, PII

    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 »

  • Can These ATV Manufacturers Charge Up Your Portfolio?

    By Robert Hanley - February 21, 2013 | Tickers: ACAT, CAB, PII

    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 »

  • For Investors, Is HOG a Pig, or Ready for a Nice Ride?

    By Jason Hall - January 29, 2013 | Tickers: BAMXF, HOG, HMC, PII | Editor's Choice

    If you've never been on the back of a motorcycle, there's little that I can tell you to explain the feeling.  We can talk about the wind, the way it pushes against you, grabbing you in a way you never experienced on that 10-speed bike as a kid.  I could describe the noise of the engine, the feel of the bike and motor, and the road beneath it more »

  • The Story of Mr. Buyer and Mr. Investor

    By William Bias - December 12, 2012 | Tickers: AAPL, COH, GNRC, PII

    Here’s a tale of two people: Mr. Buyer and Mr. Investor. Mr. Buyer lives paycheck to paycheck because he likes to spend it all. He also likes to brag about his purchases to his best friend; the soft spoken Mr. Investor, who smiles as he listens to his boisterous friend talk about what he bought, the brand, how much was spent, and where he bought it from. Let’s more »

  • Dear Santa: A "Santa Portfolio" for You

    By BA McKenna - December 7, 2012 | Tickers: AAPL, NVO, PII, HSY | Editor's Choice

    Dear Santa, 

    I know your gig is giving, but surely you must also like to receive? As a thanks for my childhood gifts, I’ve constructed a ‘Santa Portfolio’ just for you.

    1. Apple (NASDAQ: AAPL)

    I chose Apple because, like you, it is peerless in delighting. While children may have visions of sugarplums dancing through their heads this holiday, there are good reasons you should have visions of adding more »

  • Thor Industries, a consolidation story

    By Damon Churchwell - November 16, 2012 | Tickers: PII, THO, WGO

    It is worth noting stocks that have shrugged off the selling spree of late, forging ahead behind solid sales and earnings growth. Thor Industries (NYSE: THO) the maker of recreational vehicles and mid-sized buses has done as such. Signs point to strength ahead, as well, given the recent preliminary announcement of a 30% sales gain in the October quarter, an acceleration from the 15% July-period increase. Thus, the likelihood more »

  • All Set – This One is Ready to Go

    By Himanshu Poddar - October 31, 2012 | Tickers: ACAT, HOG, PII

    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.

    Harley-Davidson (NYSE: HOG), a motorcycle manufacturer, is finally set more »

  • Which Recreational Vehicle Maker is Best Positioned to Win a Stock Price Race?

    By BA McKenna - October 22, 2012 | Tickers: ACAT, HOG, HMC, PII | Editor's Choice

    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 »

  • Why Can't Harley Zoom?

    By AnnaLisa Kraft - September 14, 2012 | Tickers: ACAT, HOG, PII

    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 »

  • Tiger Cub Robert Bishop’s Top Stock Picks

    By Meena Krishnamsetty - September 12, 2012 | Tickers: DW, HOG, M, NVR, PII

    Impala Asset Management, managed by Robert Bishop, is a Connecticut-based hedge fund that was founded in 2003. Bishop, who is a member of the vaunted “Tiger Cub” club, focuses his investment efforts on long/short equity strategies with a global perspective. With an estimated $1.8 billion in assets under management, the majority of Impala Asset Management’s clients are pooled investment vehicles and high net worth individuals.

    In early more »

  • What Happened to Harley-Davidson?

    By William Bias - September 8, 2012 | Tickers: HOG, HMC, PII

    When I think of Harley Davidson (NYSE: HOG) I think of leather toughness. I think of that tough looking dude who rides the loud motorcycle down the street. The brand is part of the owner and vice versa. Owning one of those bikes is an expression of who they are: tough and confident. However, can an investor be confident that Harley Davidson can provide consistently high returns in the future like it has in the past?

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