Johnson Outdoors, Inc. (JOUT)

AntonChigurh (< 20) Submitted: 6/8/2008 2:57:05 AM : Start Price: $17.61 JOUT Score: -28.40

Johnson Outdoors has been kicking the can near its 52-week low. The company was recently hurt by declining (tent) sales to the US Military. However, my contrarian scenario envisions the company recovering the slack in demand from the governmnet via an increasingly summer of '08 trend - the 'stay-cation', defined here as desitnations within a full tank of gas driving range from the consumer's home. This would include an uptick in camping at State and National Parks. I believe this trend goes hand in hand with the price of gas at the pump and as such will not reap full fruition in JOUT's shareprice until sometime next year. Again, low beta that will trounce the market on risk adjusted (and real) basis.

jtallenmd (99.03) Submitted: 4/14/2008 6:39:07 PM : Start Price: $15.56 JOUT Score: -23.44

This stock is currently selling for less than book value. While I don't think that the earnings will increase dramatically in the future given cuts in discretionary spending, I do think that it will perform better than the S&P over the next year.

learningfool1873 (82.32) Submitted: 11/13/2007 5:44:39 PM : Start Price: $21.13 JOUT Score: -32.09

Actually, I picked this because my daughter works for a Johnson company, & this is the only one that's traded; all the rest are family owned.

This was the 2nd stock I bought, & it did poorly for quite some time after I bought it, but my idea when buying it was to buy & hold for a long time; I've been aware that the family would like to take it private at some time, & I just wanted to wait & see how it did.

Since I bought it, it has come up somewhat; not fantastically, but it's up & they now give dividends, which they didn't when I bought it.

skc0001 (< 20) Submitted: 5/14/2007 9:01:20 AM : Start Price: $19.15 JOUT Score: -26.66

A Value Proposition