About the RV Industry Getting Clobbered

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.
 
SunTrader said:
Many Covid road warriors are packing it in and heading back to a roof (a stationary one) over their head. Seniors likely to continue to be a key demographic and family weekenders.

But discretionary spending will decrease the higher and longer the price at the pump stays elevated.

As I said previously cheap can get cheaper.

Oh and down here in South Florida there is plenty of inventory and this state might be a bigger market than Cali, though not sure of that? Second biggest if not.
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... and no Camping World in SE Florida
 
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.
 
treeman said:
It’s not a falling knife at this point. It’s a falling piano. I’d place this in the -investment bucket. Looks like infinite supply above, regardless of the story. I wish you the best owning it.
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Which hits the ground first? A falling knife or a falling piano?
Oops. They both hit at the same time.

Know how people make money in stocks?
When the herd thinks one thing, and folks that do their homework know better.
Now... I can almost promise THO will go down on their next earnings report. Probably before that.

You guys are all correct though. 17% of the float is short. And if there was ever a company that faced headwinds, Thor would be the poster child. Short it. It's a falling piano.
But check back in 2 years, when the best on Wall Street an trumpet an 8% yoy return, and see if THO is not above $87.

I stand behind what I said.
It'll see $90 before $60.
 
vanzandt said:
The books aren't "a story".
The company is dirt cheap.
We'll see.
I bet it see's $90 before $60.
It closed at $75....



Same answer.
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As I type the S&P is down 2.08% from when I made the above post.

THO is up 12.84% in the same time period.

$86 now and it appears to still be climbing.
So there ya go. :fistbump::thumbsup:
 
vanzandt said:
Well, unless English is a second language for you, that's pretty much what I meant when I said it. Why? You want some action too?
Do I have a position?
No I don't. I only rediscovered this gem responding to this thread ya'll drew me into.
That said, I will. I'd love to see $70.

Edit.... vz quote: "I'd love to see $70."
With that said>>> I'll NEVER see $60.... place your bets big-dog. ;)
Edit #2: $71.43 will be the bottom.
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What's your take now?
Maybe you want to edit this again :)
 
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