Recent content by SeekingZinni

Heard that for many many years now. It's tough hearing you over the sound of the money counters ruffling behind me:)

I hold this one. This has outperformed the market recently so I wish I had owned more. This is my only play in the healthcare industry but I like it. Fundamentals are reasonable but it is a company that has done extra well because of COVID. I dont expect any sort of huge growth here but this...

this entire thread is a non-sequitur

Entire industry is green right now amongst a market that is 2%+ down. If you are looking for zinni you will find it here!

Bitcoin is a scam, that is why I bought mine early.

CWH is a big outlier today, mostly green, up about 4% as of this posting. Im telling ya, this industry already had its clobbering.

RE: Jayco vs Airstream vs everyone else... you trying to pick winners. I do own WGO but think Patrick Industries and Camping World are the better industry plays. They are brand agnostic. Camping World has a big moat around it.

... and no Camping World in SE Florida

Patrick Industries coming out with good earnings today. Noteworthy IMHO. That makes me want to buy more of everything else. Polaris came out with not-so-good earnings tho and this is part of my camping mix.

How much worse can it get? I'm not piling money in here to buy more because I don't know, but the valuations are good enough for me to stay in here. Why is it so bad? It sounds like a few months ago the projection were that the industry would be down 5% to 10%+ this year. With high gas prices...