The Oxen Group
Growth at reasonable price, research analyst, newsletter provider, long/short equity

Drew Industries: Turning To Adjacent And Foreign Markets For Growth

Drew Industries (NYSE:DW) recently closed its fiscal year 2013 on a high note. Revenue grew 12% for the year and shares rose over 50%. A few months ago we wrote a report on DW, where we argued the company is overvalued and lacks any solid catalysts to justify a higher share price. We have slightly raised our pri...

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