Drew Industries, Inc. (DW)

NetscribeInduGds (80.15) Submitted: 11/30/06 8:19 AM : Start Price: $27.18 DW Score: -22.66

“A motivating story” is all, what one should decipher with Drew Industries. The company, through its wholly owned subsidiaries, Kinro and Lippert components, supplies a broad array of components for recreational vehicles (RVs) and manufactured homes ...

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rapidrobin (47.58) Submitted: 9/04/06 7:26 PM : Start Price: $26.21 DW Score: 25.47

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

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Perscitus (75.57) Submitted: 8/13/08 1:09 AM : Start Price: $18.04 DW Score: -7.49

ROE: 5-Year Average > 20
ROA: 5-Year Average >10
ROIC: 5-Year Average > 15

Price/Book Near 1 (1.44)
Current Ratio > 2
Good Insider Ownership ( > 10%)
Low Amount of Debt (Less than .1 Debt to Equity)
Free Cash ...

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TMFMurph (< 20) Submitted: 10/04/06 11:30 PM : Start Price: $23.25 DW Score: -22.38

Tons of baby boomers getting the Charles Kuralt/Robert Frost "less traveled roads" itch to see America "up close and personal" makes for great long term prospects for DW. They are a primary supplier to the RV industry, and are less dependent upon ga...

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FeastOrFamine46 (99.89) Submitted: 3/30/07 4:18 PM : Start Price: $28.68 DW Score: -24.04

I agree with the Top Bear Pitch that Drew Industries has superior management and is a great company. However, I strongly disagree that its sector will hold it back. DW will outperform the S&P 500 overall.

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DeltaOne81 (< 20) Submitted: 6/13/06 10:04 PM : Start Price: $27.05 DW Score: -31.65

strong growth, above industry, positioned both in RVs (boomer demographic) and manufactured housing (often countercyclical with traditional housing)

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jtofabc (82.51) Submitted: 12/20/06 10:23 PM : Start Price: $25.50 DW Score: -19.08

AS THE BABY BOOMERS RETIRE AND THE X GENERATION GAIN AFFLUENCE SPENDING ON RECREATIONAL VEHICLES WILL GROW ADD TO THIS THE MANUFACTURED HOME MARKET AND THIS GREAT MANAGEMENT LETS ALL MAKE MONEY TOGETHER.

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Thlete (< 20) Submitted: 9/19/06 9:38 PM : Start Price: $26.58 DW Score: -25.68

Can't go wrong with a Fool recommendation

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AmazingSpiderMan (54.77) Submitted: 11/14/06 11:17 AM : Start Price: $26.94 DW Score: -23.15

Recent dip makes a good buying opp. I don't see how a company selling an in-demand product for retiring baby-boomers can go wrong. In ten years I hope to use the profits from this stock to buy one of their products.

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brainshred (88.73) Submitted: 2/19/07 3:21 PM : Start Price: $29.08 DW Score: 23.10

OVERPRICED RIGHT NOW

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