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$11.45 0.09 (0.79%)
1/8/2009 2:48 PM

Drew Industries, Inc. (DW)

CAPS Rating:
****

The Company has two reportable operating segments: the recreational vehicle and leisure products segment and the manufactured housing products segment.

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6

Avatar rapidrobin (46.94) Submitted: 9/04/06 7:26 PM : Underperform Start Price: $26.21 DW Score: 25.22

DW a great company with superior management that is caught in a sector that cannot win over the next year.

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Avatar JavaChipFool (55.60) Submitted: 8/19/08 1:45 AM

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I have to look at what you are saying, and to me it says buy! My preference would be to buy now while its low and hang on. At what point in the next year do you decide to buy? After its gained 1%?, 2%? 5%? how much do you want to cut into your growth?

Boomers are booming, RV's are not that expensive to drive to winter quarters and back if you tow a Mini or a Fit. And, oil will be at 70$ a barrel in a year, and will probably hover between 70-100 for another 5 years before it climbs until we don't need it anymore because it's too expensive. Higher prices will cut demand, more efficient vehicles are on their way, and (tongue in cheek here) Barack and Gore will get us to energy independence in 10 years (with Pickens help) so that ought to put a damper on oil prices for a while.

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