Gary Bourgeault
Long only, research analyst, portfolio strategy, media

Can Winnebago Thrive In A Changing Market?

When I last wrote about Winnebago Industries (NYSE:WGO), my thesis was the company appeared ready to run because pent-up demand from the recession. I understated the demand for the company's products, as the stock took off from its close on June 24, 2013 of $19.72 per share, to skyrocket as high as $32.17 on December 9, 2013. An earnings miss reported in December kept it from soaring higher.

After the miss, the share price dropped and has been trading in a $4.00 range; from about $24.00 per share to $28.00 per share. It dropped below $24.00 for a couple of days in early February 2014.

In this article we'll look at how a number of changes in the...

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