SI
SI
discoversearch

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor.  We ask that you disable ad blocking while on Silicon Investor in the best interests of our community.  If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.
Gold/Mining/Energy : Big Dog's Boom Boom Room -- Ignore unavailable to you. Want to Upgrade?


To: yoremonhoj who wrote (43055)4/29/2005 8:15:19 AM
From: SliderOnTheBlack  Read Replies (2) | Respond to of 206085
 
ymhj....re: the RV Stocks & Market...........

Don't spit back lagging sales data & local yokel press clippings.

Reported Sales data is a lagging idicator... notice the charts below are trading on the "now" & the future downward trend for the industry.

Now I have no idea if you are a CEO, or CFO of an RV Company...work for Compass, or in Sales, or Management in the RV Industry etc.

Your knowledge of the Broad Industry may be limited by your position and your knowledge being limited to just your Company.

We all know if Exec's, or Sales guys from 4-5 RV Companies are BSing at Crimaldi's etc... that everyone is going to be blowin' smoke up each others arse about - "how good business is"....certainly you're sharper than that when it comes to Investing in, or Trading RV stocks ?

FWIW; I did not do my "research" with the 50 Meth Heads Keystone RV just kicked to the street...

Elkharts Drug Problem within the RV Industry is not just a major embarrassment to the Industry, it's an indictment of the City itself which has been an illegal Drug infested cesspool for decades.

Busting Bookies at Flytrap's may get headlines...but the Drug Business at the Highest Levels of ownership & management; let alone on the Production Line has been a MAJOR negative for the Industry in Elkhart.

Hopefully what Keystone is doing is a trend... but, then again if it is... there are only so many "Amish" workers the Industry can hire....and you can't run production when 50%+ of the workforce probably can't pass a drug test...

For the Economy and for the RV Industry in particular:

Oil & Gas prices do matter. RV Sales are getting whacked by both ramping gasoline prices and Economic Slowdown.

Here's REALITY...I remain STRONGLY SHORT RV STOCKS:

finance.yahoo.com

...come back for an ankle bite - when that CHART changes.



To: yoremonhoj who wrote (43055)4/29/2005 9:14:09 AM
From: Ken Robbins  Read Replies (1) | Respond to of 206085
 
"Slider tends to ignore posts that point out he is mistaken."

I would like to associate myself with your post. Very well stated. I have had SOB (please note the missing "the") on ignore for a long time.