Thor Industries Inc. (THO)
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- No Vacation for Fleetwood: Oil Takes Toll on RV Industry [view article]
- Thor Industries: Strength From Weakness [view article]
- Russell 1,000 Stocks with the Highest Short Interest as a Percentage of Float [view article]
- Thor Industries: What the Market is Missing [view article]
- Under The Radar News - Tuesday [view article]
- Short Interest at Record Levels [view article]
- Tracking Jim Cramer: Stellar February 2007 Performance [view article]
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- No Vacation for Fleetwood: Oil Takes Toll on RV Industry
- Thor Industries: Strength From Weakness
- Russell 1,000 Stocks with the Highest Short Interest as a Percentage of Float
- Up Big Since the Fed
- Thor Industries: What the Market is Missing
- Under The Radar News - Tuesday
- Tracking Jim Cramer: Stellar February 2007 Performance
- Short Interest at Record Levels
- 14 Low PE, High ROC Hanukkah Stock Picks
- Housing Bubble and Real Estate Market Tracker
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No Vacation for Fleetwood: Oil Takes Toll on RV Industry [view article]
Rough times, indeed, for many industries. But we have seen this before. The RV industry's strength lies in the innate appeal of its product augmented by aggressive advertising through an industry coalition. During one of the petroleum crises years ago analysts were citing doom and gloom, but the founder of Winnebago quiped, "You can't take sex, booze or weekends away from the American people." He was right. Following each "disaster" which has spelled hard times for RV sales the industry has rallied, perhaps stronger because weak players were culled. Who knows how long the current problem will be with us, but my money is on the eventual stabilization of our economy, and with it the RV industry. At these depressed prices I'm a buyer of the shares of stronger RV manufacturers. ReplyNo Vacation for Fleetwood: Oil Takes Toll on RV Industry [view article]
who would buy an rv if they think the manufacturer will be bankrupt soon?who can even trust these figures?the ceo is the last guy i believe about anything. Replyst
Thor Industries: Strength From Weakness [view article]
I've been trying to short these guys for months but no stock is available. The industry is in such a bad place and their last few quarters awful. If only I could have shorted it, I would have made a bundle. So unfair. ReplyThor Industries: Strength From Weakness [view article]
Great analysis, spot on. They are so much better run than the competition, and travel trailers will survive high gas prices better than motor homes. If oil dips back, as it always has, current prices represent a nice buy.Steve
MagicDiligence.com Reply
ps
Russell 1,000 Stocks with the Highest Short Interest as a Percentage of Float [view article]
...and rely soley on disposable income of its customers who in turn are leveraged to their eyeballs in credit & mortgage debt. Hit it Kenney..."You got to know when to fold em know when to hold em and know when to run.... ReplyRussell 1,000 Stocks with the Highest Short Interest as a Percentage of Float [view article]
I can't imagine anyone shorting WYNN, LVS, MGM, BOYD gaming. These stocks could take off anytime and have been going up for the last 3 weeks. All four are well managed companies and well capitalized. ReplyThor Industries: What the Market is Missing [view article]
Great interview. Thor is indeed a good looking company. It's been on the "Magic Formula" screen for some time, and as Clyde states, has excellent return on capital figures and no debt. Cash yield at today's prices is over 11%. Very good opportunity.Steve
magicdiligence.com
Finding The Best Magic Formula Stocks Reply
Under The Radar News - Tuesday [view article]
Again Allibba comes out with great numbers just anouced today. They are in a high position of search and add in China. Yahoo owns 39-40% of Allibba. Allibba also stated it is strengthing its ties with Softbank and it also has an interest in Baidu. Why doesnt the media and news lines state this? Why do they not see the potential Yahoo has with its foreign partners? It is well known that the major market to internet access, search and add revenue is now and i the future going to be coming from China and the rest of Asia. We are talking about search and add revenue into the 100's of billions of dollars going into 2010. I have been saying i can see a easy team up of Baidu, Allibba and Softbank taking Yahoo USA and mergering into 1 in the mid 40's. These numbers could be tthe reason why Yahoo's share price is holding up well. The volume is huge and you can very wll see a merger of these 4 companies anounced at anytime now. If funding is needed i can see the Chinese Government helping just like in the buyout of IBM's computer division by Lenovo which also had anti trust and national security issues because of the Tellabs government technology but passed easily. This also opened the USA market for Lenovo. This merger could also give Baidu and Yahoo and Allibba and Softbank more market share in the USA and worldwide. Then you toss in AOL for a very little 20% stake from Timewarner with a huge cash infusion and then 5% out sourcing to Google because they own 5% Of AOL with another billion or more of new revenue a year and yes you have Yahoo at 40. Now for Microsoft Mr. Balmer, give Yahoo 36 dollars today and you will have a giant chance of entering the search and add sector and making a nice profit instead of losing 700 million a year in this sector by buying smaller companies. It does not work for you! You right now have a chance of uniting two great companies that could take over the internet space and also in search and add with in 2-3 years or less. Your investment would be returned many times over in a short period of time. This offer will not be there if Yahoo decides i the next day or so to out source its search and add to Google. Mr. Balmer ust look how many times that Google has spoiled your party. Are you going to risk your companies future growth and shareholders value again to Google? This is the best chance and your not over paying for Yahoo at 36. Look at Allibbas numbers they were great then look at yours. Then in short order watch when Softbank posts its numbers. aise the bid to 36 now and close before again Google wins and this time will be the biggest loss of all and there will not be no 2nd chance. Yes i am a Yahoo investor. I am just concerned how the media is projectig Yahoo and dont even put out the true value of Yahoo's properties. In fact they dont even mention it. Yahoo's true value is in their foreign propertys which are easy to hide. You keep second guessing Google and continue to lose. Will they do it to you again and this time nail you down with no options? You really dont think China will come forward and support a Baidu, Softbank, Allibba and Yahoo merger with the 2008 games coming in August? I would think again. Also Google will find a way to gooble up Yahoo through its partners. They will glady pay over 40 and they can even add more for ati trust problems and they will do it shortly before you have a chance to wait for Yahoo's anual meeting on July 3rd. They will have some kind of agreement on the table in a day or so as quoted last week with Yahoo. You give Yahoo no choice but to go with Google if you do not come back to the table now. You go on vacation now? What are you thinking? Have your bankers and other officers close this deal now at 36. You will not have another chance. ust look at the foreign numbers and again the snake head of Google coming back and this time biting your whole arm off. ReplyShort Interest at Record Levels [view article]
SEARS IS FINISHED AS IS LAMPERT.HE MADE MONEY WHEN EVERYONE WAS MAKING MONEY IN THE MARKET EVEN MY GRANDMOTHER.
HIS BOY FRIEND CRAMER QUIT COMPLETELY.
''LOSE MONEY'' WITH JIM CRAMER Reply
Short Interest at Record Levels [view article]
Re CALM: I also have read about it (see Marketwatch listed articles), including one guy saying it will be "the mother of all short squeezes." Certainly seems like it should -- but it's been dropping, and fast -- WHY?! Help! Need to understand.Gaucho: What is the average short price now? % short? And time to cover? Surely not still $8, and I'm afraid they will cover before it has to go it.
Disclosure: Long on CALM. Don't want to lose money on it. Am off to check on shortsqueeze.com, but first:
Trading Goddess: Nope; sorry! 1) Can't afford that for shoes. 2) Don't like them. (Why? Because I said so! So there!) Reply
Jacome
Short Interest at Record Levels [view article]
We did it again:March 30th we said:
"1) CROX is dead: someone out there knows something, otherwise the stock wouldn't be trading at such a low PEG ratio; also don't expect a pop unless sales pick up drastically and as we all know, they are DECELERATING....."...
Today -- CROX - 30% in after hrs on nasty guidance, we expected nothing less from arguably the creepiest management in the footwear space
Reply
vestor
Tracking Jim Cramer: Stellar February 2007 Performance [view article]
Why in the world would you judge Cramer based on the lightning round? Its clearly meant to give off-the-top-of-the-hea... responses and is there to keep interest from viewers. To suggest that investors blindly follow lightning round picks is to suggest that viewers are mindless robots. If you want to be serious, evaluate him based on stock picks in his prepared discussions. ReplyTracking Jim Cramer: Stellar February 2007 Performance [view article]
Sorry Michael. I now saw that your entry was February 8th 2007. The annual return figures are now more relevant to me. ReplyTracking Jim Cramer: Stellar February 2007 Performance [view article]
Michael, you are right. Cramer frequently changes his opinions. But I went back and checked. Seeking Alpha does not have any references to Cramer discussing MPEL between January 25th and February 8th where he would have announced a change in his opinion. Replyscientist
Tracking Jim Cramer: Stellar February 2007 Performance [view article]
Peter Lynch: No, it is only one month. Beside, he had a dismal performance on Jan.neverenuff: The data is from seekingalpha. Jim Cramer does change his mind often.
sniper6: Leonard the Monkey should do better over the long run than most people including Jim Cramer, because he is not emotional. I have no data to support the above statement though.
ED: I am indeed in trouble if I only write about Jim Cramer. That's well taken.
Steve: You can do that research and enlighten us. However, it is probably not worth your time if you are a serious investor. Reply