I believe you, I just questioned the ratings themselves. A lot of them look just couple years back and that's it. What matter, as you said, is resale values for 10 or 20 year old campers. I see tons of old Jayco campers that are older than 10 years and can hardly be sold at all because they are ridden by defects. Never seen that with Airstream or Lance.
Well I'm sure they're all very close, I know WGO is. The rest of em, ahhh, who cares. So yeah they're both beat down. THO's dividend is a tiny bit fatter but close enough. I just prefer Thor over WGO. I mean if you think it's that easy and you're as confident as you sound..... go for it. Short em. I think the charts look crappy too, couldn't agree more. The herd hates them. I mean look... every one of their input costs has gone thru the roof. But there comes a point where the real world valuation of a company kicks in and the Buffetts of the world start buying. These two are pretty damn close. Might take a bit if the markets keep falling, and one last big flush is certainly not out of the question I suppose, but they're close, especially for a long term buy. You can bet the next conference call will be anything but rosey, that's for sure. Short em.
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.
Thor didn't even close at its low today. Closed above $75. I think it held up well looking at every other stock out there. It won't get much cheaper. The uglier this market gets, they prettier this stock will be. You'll see.
That’s cool. Sounds like hope to me. Price pays. Not some story. New 20-month low. I wish your position the best. It’s not something I understand- beauty is in the eye of the beholder. This is what makes a market though. I’ll leave you to it without the peanut gallery.
What is the process? Buy now and see what happens or wait for price action to trigger your buy. I don't see any support. Last would have been 77 bucks area. I'd lke to see a definite uptrend.
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.
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.