+ Watch HOG
on My Watchlist
The Company operates in two business segments: Motorcycles and Financial Services.
Pitch by: huddaman 3/24/15 9:38 AMReply | Rec This (Recs: 0) | Report this postM* Wide MoatEND ASAP. Harley
I think it will move higher because it is near its 52 week low and is a good American brand
It is undervalued
Going to rebound after the selloff from Q1 numbers which were deflated primarily because of the strength of the dollar.
PII and foreign competition is admittedly by HOG forcing price competition. I see new Harley prices, the popular models like FLHX & FLTR & FLHTK selling for a couple grand under MSRP when previous seasons they were MSRP ++. They've announced cut backs of unit production to try and stay margin erosion which implies consumers are still so loyal they won't go buy an Indian or Victory or Honda. Whether or not they do, it should depress earnings and revenue at the Motor Company.
M* Wide Moat
Superior brand and product. Now let's talk numbers - everything is growing over the past 4-5 years (sales, earnings, book value, FCF), and the return on capital is nice and high, while the earnings yield is also creating upwards. I think it's undervalued here. Let's ride.
New bikes appeal to even more of the masses.....everyone wants a Harley
Revenue falls while days sales outstanding and days sales in inventory both rise, and the market celebrates a bottom line beat?
who doesn't love a HOG
HD has good fundamentals and I think they are managing their debt well but I’m shorting the stock long term on MF mainly because I want to keep track and see how they manage their brand. Long term, I think smarter consumers will enter the market looking for performance and/or comfort at a reasonable price and won’t want to dress like pirates.All of HD’s competitors offer a better product and don’t sacrifice performance for sound and with HD’s high debt load and failed Buell line I’m skeptical about them competing because HD’s brand is their business. Because of the high stock price, it is a good time to short and the insiders agree.
First great Motorcycle brand to publically endorse the electric. Just imagine the movie bikes it will inspire, or the movies that inspire the bikes
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Extremely loyal fan base (Like, more than WWE levels of fanboyism) Respectable growth. Extremely prestigious brand.
This trend is here to stay
Warren Buffett said it best, "Who can claim a higher level of brand loyalty than a company whose customers tattoo its logo on their arms!?" Under-the-radar recovery going on here as a new generation discovers the joys of "HOG-Heaven!"
As a manufacturer high-cost consumer discretionary products in a floundering economy, HOG is probably due for quite a few miles of rough road over the next few years. The fact that they carry a lot of their own credit will not help.
An improving economic picture will lead to more disposible income. Can you say HOG heaven?
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