Polaris Industries, Inc. (NYSE:PII)

Steal market share from hog

ATVs & Snowmobiles are not on the top of my list for industries that do well in a down economy - underperform.

Solid company.

Recreational Vehicles - Good intrinsic value to price ratio

bad water

Lots of snow means more snow mobiles.

Company is in my home town. Good P/E and hear good things about new product line around town. Good stable investment with good growth potential.

Current recall of products deemed dangerous was "voluntary". This action should not dampen the enthusiasm for young adventurers who buy for the thrill of the ride or for serious users who need to access off-road sites or transportation authorities who need to access motorists stranded by highway emergencies like the recent ones along the California to Washington route and the often snow-blocked northern interstate & state highways.

I worked @ Polaris for 8 1/2 years on the assembly line and it is a #1 world class industry worth investing in I am and I am very proud to be a share holder of Polaris stock

Even though 3rd quarter sales were lower than expected, this looks like a good short term pick. The company is expecting better than expected 4th quarter earnings.

I am bullish on this company for the short term

possibly three to six months, but no longer.

here is another example of invest in what you use.

Although this company can take hits seasonally, I see it performing well and changing its direction to meet market demands.

Snowmobiles are awesome, so are motorcycles and ATVs.

Consumer discretionary stocks will fall when the aconomy slows down.

consumers will have more disposal income available in two to four years for there products

Their GE-bred CEO will figure out to course correct from the snow machine and atv mistakes

Contrarian thesus on warm weather damaging sales of snowmobiles. High yeilding stock with high short interest.

New Product offerings.

Quality company with a good brand