Winnebago Industries: Well-Positioned For Continued Growth

|
About: Winnebago Industries, Inc. (WGO), Includes: THO
by: The Methodical Investor
This article is exclusive for subscribers.
The Methodical Investor
Growth, portfolio strategy, long-term horizon, Dividend Investing
Summary

Since shifting to a strategy of targeted acquisitions the company has been able to build a portfolio of strong brands with growing market share.

Company leadership is clearly focused on maintaining a strong balance sheet, giving it flexibility to take advantage of any acquisition opportunities.

Shares are currently trading at 11 times forward earnings while stock in Thor, the dominant company in the sector, is priced in at 13 times.

Editor's note: Seeking Alpha is proud to welcome The Methodical Investor as a new contributor. It's easy to become a Seeking Alpha contributor and earn money for your best investment ideas. Active contributors also get