Drew Industries, Inc. (NYSE:DW)

As the economy improves, the RV market will pick up. Also (unfortunately for Americans, but good for DW) I think more Americans will be moving towards manufacured houses.

Baby boomers are hitting that ripe old retirement age soon and this stock is cheap right now!

It may take awhile, but this will come around.

Well managed company also recommended by Hidden Gems. Great buy in low $20's; will be > $30 in next 18 months.

Baby boomers are nearing retirement and travel is always at the top of 90 percent of retirees' lists. While the manufactured housing products segment may slow somewhat, the recreational vehicle segment of Drew Industries is primed for profits.
This well run small cap is another company with big reward potential. They have solid management, good inside ownership, and a line of products in growing demand. This company has solid ROE and ROA, and is trading at a nice discount.
Go long,
Fool On!!!

for the price it is to good!

i expect a big increase huge!!

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 Yield > 10 %
Fair Value of $21.72

Top Mutual Funds have been buying/adding recently.
Demographics point towards greater RV sales, of which DW is the market share leader.

DW has been beaten to a pulp by market expectations it will suffer disproportionately from the price of oil and recessionary environment. I think it has been too severely punished, having lost 2/3 its price in the lst several months. It is now at a 4 year support level

With rising gas prices, there is less money to go towards leisurely pursuits and RVs become increasingly more expensive to operate.

Bearish candle and this one is heading down again

hg

Expanding globally, but times are still tough for the RV market.

DW is trading at a 45% discount to its intrinsic value. This is a great value stock with a giant growth upside with the baby boomers traveling around (if they can afford it). Great long term pick in my book.

the sell off panic is almost over

Boomers have to live somewhere and these guys suppy parts to all the major RV and Mobile Home manufacturers. Not sexy but will be very profitable.

Not a fan of the RV but this is a good company to own.

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.

Brilliant mgmt and shareholder friend too!

In the disposable income market - baby boomers are coming, and the stock is cheap.