Polaris Industries, Inc. (NYSE:PII)

Smart diversification has given this firm a stake in sectors that are set to grow as economy recovers: leisure & construction. Smart acquisitions, too.

I love the smell of Indians in the morning: smells like Victory!

Becoming a solid contributor in multiple powersports categories. Merger with Bobcat a couple years ago seems to be paying off as well. As housing/construction market rebounds, PII will continue to climb.

A consumer discretionary leisure products company is not exactly what the financial doctor ordered in a nation that is teetering on the brink of another major recession. PII is pretty fully priced right now and has a lot more downside potential than upside. And for those of you who believe in Al Gore's global warming story, you might want to examine PII's product line in that light.

Seems to be growing long term.

Polaris is best known for its snowmobiles but has moved into all-terrain vehicles and street motorcycles, which insulates it when one product category does poorly, like snowmobiles during the mild winter. Recreational vehicles should benefit from the aging of the Baby Boomer cohort and an improving economy. The company’s brands are respected in the marketplace and seem to provide a small moat. It appears to be both performing well and exceeding expectations, with growth currently accelerating. A performance highlight for me is the 52% return on equity. I’m new to charting, but the stock price appears to be bouncing off a lower trend line that has formed over the past few months, with a lot of room up to the upper trend line.

Fool screen with ROE high, ltDepbt=zero, earnings up for 3 years 10%, etc.Market is around 1300 - I see support at 1200 although we are in downtrend and Europe is scary. It's a game - hope for the best.

Better economy should create even more sales. Hunting is getting to be a popular sport and these products are very popular among hunters.

Hope stock hasn't risen too much

Following based on SA. I didn't know PII had purchased Indian motorcycles--I'm a HUGE fan. Wishing I had purchased HOG 20 years ago, getting in on this one.

MF SA pick.

This looks like a well managed company selling at or slightly below intrinsic value. They have manageable debt, and pay a dividend as well. Positive and stable free cash flows and owner earnings as well. Very solid brand name within the family of products they provide.

They make a great product and have been growing and dramatically outperforming the market for the two years I've held the stock. Nice little yield kicker too. They've always come through for me.

Victory is sweet.

Polaris is the leader in the off-road recreational vehicle market, a market that has actually been doing quite well since the recession lifted and financing improved. It is run by veterans and has a nice distribution system here in the US and a growing one internationally. They are just getting started overseas, especially in India and China, and recent acquisitions in motorcyles will help distribute sales outside of off-road (where Polaris is having a lot of success in side-by-side vehicles, the best growing market). Furthermore, Polaris has performed quite well in Europe, too, where no one is really doing all that well. So overall I like the market, the company, the management. Margins may take a little hit here in the next quarter or two as some COGS increase and they won't be able to pass on the prices. But it's a short-term. If consumer spending continues and financing doesn't freeze up, then Polaris will outperform.

12/16

They've done well for me in the past five years, and I have the impression that they will continue to be dynamic and innovative.

Like the dividends!

ibd composite rating of 99