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Winnebago Industries, Inc.

  • Why You Should Take a Ride With This Stock

    By Mark Lin - June 13, 2013 | Tickers: DW, THO, WGO

    Have you recently brought your family overseas for a vacation and found luggage restrictions and long waiting times at the airport affecting your mood ? You might have considered buying a recreation vehicle for family vacation purposes. About one in 10 U.S. household with someone 35 years old and above at the helm owns a recreation vehicle.

    Thor Industries (NYSE: THO), the largest manufacturer of recreation vehicles (RVs) globally, is more »

  • 3 Stocks for the Summer of 2013

    By Damon Churchwell - June 10, 2013 | Tickers: BC, TFM, WGO

    There are potentially a few ways to profit from trends within the consumer sector. Investing in fitness and healthy living is certainly one of them. Additionally, I continue to find appeal in the recreational vehicle market, a sector detailed in one of my initial blogs back in November. The long-term prospects for such industries is apparent, as products gain acceptance over time and demographics improve.  Add the following stocks to more »

  • Investing in the Unlikely All-American Vehicle

    By Leo Sun - June 8, 2013 | Tickers: F, GM, THO, WGO

    When I think of a distinctly American vehicle, I usually don’t think of a Ford (NYSE: F) Mustang or a Chevrolet Corvette from General Motors (NYSE: GM). I tend to think of RVs. Many other countries don’t have a market for RVs, due to the impracticality of owning one in an urban environment or the lack of RV campgrounds which offer water and electrical connections. By comparison, American more »

  • It Looks Like a Winnebago With Wings!

    By John Casteele - May 22, 2013 | Tickers: NAV, THO, WGO

    My first encounter with an RV made by Winnebago Industries (NYSE: WGO) was in Mel Brooks' sci-fi spoof Spaceballs. I was only around 8 years old at the time, but the beat-up old Winnebago that Lonestar and Barf travelled the galaxy in stuck in my mind as a symbol of the open road. Imagine my surprise to grow up and find that Winnebagos currently only make up around 20% of more »

  • Made in America: RVs

    By Robert Hanley - March 19, 2013 | Tickers: PATK, THO, WGO

    The great American pastime of hitting the open road with family and friends hit a speed bump during the financial crisis, as discretionary incomes fell sharply. The leading manufacturers of RVs, like Winnebago (NYSE: WGO) and Thor Industries (NYSE: THO), were also hit hard and many of their smaller competitors made the lonely trip to bankruptcy court. Fortunately, the federal government’s stimulus programs have helped the industry prosper again more »

  • Are There Risks that Could Keep Winnebago From Enjoying a Smooth Ride?

    By Brian Hill - March 18, 2013 | Tickers: BRK-A, F, THO, WGO

    Winnebago Industries, Inc. (NYSE: WGO) has long been one of the premier brands in the recreational vehicle -- RV -- market. Now, I’ll admit to having preconceived notions about the whole RV culture. I imagined a dreary trailer park experience where your neighbors Bubba Ray and Doreen are parked two feet away, play country western music from the 1980’s, and keep inviting you over for “brewskis” and grilled hot dogs more »

  • This RV Manufacturer Is Steadily Rolling Along

    By Gail P. - December 6, 2012 | Tickers: HOG, THO, WGO

    I’ve been taking a look at companies which are due to report earnings in the near future.  Next on my list is Winnebago Industries (NYSE: WGO) which will report first quarter earnings on Monday December 10.  The stock is currently trading near its 52 week high of $14.49.

    Winnebago is in an interesting industry.  Prior to the recent recession, the company, and its stock was growing like gangbusters 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 »

  • Why You Should Buy this Recreational Vehicle Manufacturer

    By Sandeep Gupta - October 31, 2012 | Tickers: HOG, MPX, WGO

    Recently, Harley-Davidson (NYSE: HOG) reported mixed Q3 results, with EPS a penny above the consensus estimates but revenue growth falling 2.7% short of expectations. Overall, while there were some puts and takes, I believe the results were generally better than feared and I am optimistic about the company. This is especially true given an upside to international sales, clear indication that U.S. retail sales weakness was due to more »

  • Is Playing a Cyclical Upturn Safe?

    By William Bias - August 27, 2012 | Tickers: OSK, STS, THO, WGO

    Thor Industries, Inc. (NYSE: THO) is a company that sells RVs, buses, and ambulances. It has experienced a run up of 13% over the past month (see stock price chart below). The reason for this run up is probably because investors are finally recognizing the improving fundamentals of this company since the last recession. Revenue has grown 35% per annum between 2009 and 2011. Revenue has grown 11% for nine months ending Apr. 30. Free cash flow grew 34% per annum between 2009 and 2011. It was cash flow positive for nine months ending Apr. 30 whereas it was cash flow negative this time last year. However there are four reasons why I think buying the stock of this company is not a good idea.

  • Stocks Gaining from the European Debt Crisis

    By Jonathan Yates - July 23, 2012 | Tickers: FUN, MGM, SIX, SAVE, WGO

    With the European debt crisis has come full media coverage of civil unrest in the streets of Athens and other tourist attractions during the peak summer vacation period.  This and anemic economic growth in the United States has more Americans staying at home for entertainment, and more coming here for their vacation.  As a result, companies that cater to the entertainment dollar spent within the United States have gained.

    Cedar more »

  • The Lion of the Recreational Vehicle Industry

    By George Liu - June 23, 2012 | Tickers: ACAT, HOG, MPX, PII, WGO | Editor's Choice

    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 »