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Strategies & Market Trends : Value Investing -- Ignore unavailable to you. Want to Upgrade?

To: Ditchdigger who wrote (71758)	12/18/2022 7:30:55 AM
From: Spekulatius	Respond to of 78745

These motor homes sales tend to move in cycles. usually they top out when people feel flush because real state appreciates and borrowing is cheap. We are trending in the opposite direction for both and I think this will affect sectors like motor homes/ vans, boats. These cycles also take years to play out. I also have acquaintances who bought a huge air stream during the pandemic and barely use it. CWH looks cheap, but if sales fall a lot, it may be an illusion.

To: Ditchdigger who wrote (71758)	12/19/2022 9:44:02 AM
From: FIFO_kid2	Read Replies (3) \| Respond to of 78745

My personal belief CWH is a long term play on the trend of poverty for the masses as RVs are filling in as a replacement for housing stock given people live in RVs full time to save money in order to survive. A 70 space RV park recently opened up two months ago approximately 8 miles from my house on my normal driving route and it is almost at 100% capacity with a large majority of the RVs parked there permanently. $10 a day with electricity beats the alternative. My only issue with CWH I think the debt level being way too high with likely some economic softness ahead. The short seller party who predicted the SBF blowup and long ago predicited the blowup at CVNA and believes SI is also a potential zero CWH is one of his favorite stocks as it is becoming a monopoly in the space (ENVX and OSTK are the other companies he likes as a long). Sorry for my infrequent contributions here but I am not smart enough to fight the fed to pick the few winners in this macro environment. Half of my portfolio is selling low delta puts that I think are mispriced for premium and the other half is more weighted to commodities with more emphasis towards energy to mimic a 1970s portfolio and so far that approach has at least beaten the S&P by about 15 points.