Drew Industries, Inc. (NYSE:DW)

CAPS Rating: 5 out of 5

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

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Member Avatar jdbow (52.47) Submitted: 6/3/2014 3:12:53 PM : Outperform Start Price: $21.18 DW Score: +54.19

I owned this long ago but when the economy took a big hit & RV sales went down I sold it but left it in CAPS.
I sure wish I hadn't, I have bought it back and am going to be more foolish this time.

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Member Avatar racoveanul (82.68) Submitted: 4/12/2014 3:08:24 PM : Outperform Start Price: $51.34 DW Score: -17.90

DW has an A for financial health and a PEG less than 1 on Morningstar, so it's one of my long picks.

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Member Avatar EarlWeaverPort (81.78) Submitted: 1/23/2013 10:57:21 AM : Outperform Start Price: $34.17 DW Score: +2.10

Bill Barker

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Member Avatar bigalf123 (76.59) Submitted: 10/15/2012 1:05:12 PM : Outperform Start Price: $28.29 DW Score: +24.92

more people retiring

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Member Avatar Wharton93 (98.79) Submitted: 8/13/2009 12:12:44 PM : Outperform Start Price: $10.62 DW Score: +212.37

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.

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Member Avatar SkinInvest (87.96) Submitted: 1/15/2009 2:38:35 PM : Outperform Start Price: $8.02 DW Score: +330.47

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

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Member Avatar TommyRumblestrip (91.99) Submitted: 10/2/2008 11:46:22 AM : Outperform Start Price: $12.79 DW Score: +176.56

It may take awhile, but this will come around.

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Member Avatar massabki (69.30) Submitted: 9/19/2008 4:57:30 PM : Outperform Start Price: $17.33 DW Score: +100.60

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

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Member Avatar Patrick6k (68.52) Submitted: 8/26/2008 11:28:22 AM : Outperform Start Price: $13.60 DW Score: +174.15

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!!!

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Member Avatar onmywaytogreen (< 20) Submitted: 8/20/2008 12:09:33 AM : Underperform Start Price: $14.39 DW Score: -156.38

for the price it is to good!

i expect a big increase huge!!

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Member Avatar Perscitus (93.55) Submitted: 8/13/2008 1:09:03 AM : Outperform Start Price: $15.19 DW Score: +141.23

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.

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Member Avatar Wennejunk (86.34) Submitted: 7/6/2008 11:07:24 AM : Outperform Start Price: $13.04 DW Score: +188.02

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

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Member Avatar 6green (66.53) Submitted: 5/19/2008 2:52:17 PM : Underperform Start Price: $19.86 DW Score: -86.64

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

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Member Avatar jroack (28.11) Submitted: 3/31/2008 2:56:53 AM : Outperform Start Price: $20.64 DW Score: +65.55

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

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Member Avatar JCSmiley (30.74) Submitted: 3/11/2008 9:37:04 AM : Outperform Start Price: $21.20 DW Score: +61.41

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.

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Member Avatar octayn500 (< 20) Submitted: 2/13/2008 5:44:37 PM : Outperform Start Price: $19.58 DW Score: +82.85

the sell off panic is almost over

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Member Avatar nedsully (79.11) Submitted: 11/28/2007 11:24:40 AM : Outperform Start Price: $24.63 DW Score: +43.90

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.

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Member Avatar rcreyes1 (72.51) Submitted: 4/13/2007 6:43:33 PM : Outperform Start Price: $23.92 DW Score: +48.14

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

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Member Avatar FeastOrFamine46 (99.34) Submitted: 3/30/2007 4:18:35 PM : Outperform Start Price: $24.16 DW Score: +42.69

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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Member Avatar JSperry843 (73.33) Submitted: 2/28/2007 10:44:19 AM : Outperform Start Price: $23.85 DW Score: +43.62

Brilliant mgmt and shareholder friend too!

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