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Strategies & Market Trends : Value Investing
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To: Madharry who wrote (71712)12/18/2022 6:54:42 AM
From: Ditchdigger1 Recommendation

Recommended By
Spekulatius

  Read Replies (2) of 78744
 
I think I've seen a few mention Camping World. I've been following used trailer prices for the past couple of years and this past year they have been dropping steadily. Doesn't seem like the right time in the cycle to be investing in the RV area to me. It's an odd market, many buy on credit and after one year they hate it and prefer to go back to a hotel. The value crashes and they're screwed.
(I'll be looking to help out one of these poor souls on the cheap in the next year or so)
From another thread
1158 ET - RV maker Winnebago posts a steep drop in F1Q towables sales, and the company's backlog of towables orders tumble. On top of mounting concerns that the market may already be softening amid rampant inflation, a potential rise in oil prices could add to pressures on the company and its peers, CFRA Research analyst Garrett Nelson says. Dealer inventories are also rising across Winnebago's three segments--towables, motorhomes and boats--another sign of potential trouble ahead, Nelson says. Shares fall 1.2% to $55 in midday trading. (Will.Feuer@wsj.com; @WillFOIA)
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