bryanc

Icahn Trades - Cramer's Mad Money (6/9/08)

I don't think Harley will benefit from a "scooter" craze, because the only thing they really have in that area as far as cost/displacement is the Buell Blast.

But, there are a lot of people who will turn to motorcycling as a way to save money. HOG might benefit from a lot of people buying motorcycles to save $$$, and they could buy HD as an option if they are interested in a bike that maintains its resale value a little better. So Sportster sales may spike.

Sure, there are a lot of people who wil buy scooters, but there are far more who would not buy a scooter because a) it may be too small b) they want something that can run at true highway speed c) they have a longer commute.

So don;t discount HOG just because they do not sell scooters. Still, my bet would be on HONDA for this one -- cheaper bikes, very reliable, and plenty of scooters available.