Brunswick Corp (NYSE:BC)

Brunswick(BC) is a leading provider of water-craft recreational equipment from sail boats to power boats. Yes, the Fall of the year is NOT a peak time for sales of their products; the economy may be much improved next year for consumer spending than it has been recently. The Presidential election will be important for the company, but just the removal of the uncertainty will be helpful for the company's business.

During the current restrained period of consumer confidence and consumer spending may be a great time to slowly accumulate shares of Brunswick(BC).

Kahuna, CFA
Investment Professional
1974 - Present

It really should specially in the long run. It's inevitable due to natural market direction.

When demand returns, these guys will print money. No longer encumbered by fixed costs and debt.

Low Public Opinion with High Relative Strength

"I just want to say one word to you. Just one word: plastics."
- Calder Willingham, The Graduate

Engine 3000% 2 yrs

Can't see how the runup is justified. I expect a rough second half of 2010 for a lot of companies depending on discretionary income of American consumers.

lame

Ummm... what TSIF said.

Bleeding cash, demand looks slack for at least a year.

BC has a too high valuation compared to its sales potential. It is also loss making.

Going up with the cycle

As more people tighten belts, we will turn to less expensive ways to entertain.

ugh

strong fundamentals

Brunswick will have great long-term value however it seems in the short run due to cyclical nature in credit. It might underperform. However, one must be bullish at these price levels. Customers will buy boats! Great hidden value the worst thing I see happening is a possible division sale or spin-off if needed to raise future captial.

tk pick

worst 30days caps

Apparently billiards, boats and bowling aren't the best combination. Perhaps BC should try adding beer & bolgne, as those two products seem to sell well during a difficult economy. Even if they did sell beer & bolgne, it probably wouldn't help. The companies EPS, revenue and net income have been faultering for awhile now. Closing the Ohio plan is just further indication that the company is struggling. The fact that BC's stock is selling well below book doesn't appear to be attracting investors. BC will have to make some significant changes to turn this company around.