Recreational Vehicles

Individual company worksheets may be downloaded by simply clicking on the company name.

Harley-Davidson, Inc. (NYSE: HOG) – FYE 12/2016

Thor Industries, Inc.
Management is doing a very effective job acquiring businesses that fit the long term business strategy of the company and actually keeping shareholder interests in mind by borrowing only what funds are need for an acquisition, paying the borrowed funds back timely, suspending stock buy backs until the debt is repaid, but keeping dividend payments in place. In short, management is preserving cash while still growing the business. Certainly I doubt if a YOY (FY 2017) growth rate of 48% is sustainable, but at least the company is putting itself in a position to have a real chance of making that a reality.

Thor Industries, Inc. (NYSE: THO) – FYE 07/2017 – FAIRLY VALUED – The stock is currently trading in line with my $144 fair value estimate – Please See Linked Worksheet

Please note that worksheets are updated basis the most current SEC 10-K ANNUAL filing.