Thor Industries, Inc. (THO)

This company today announced a positive earnings surprise last quarter. After having had a NEGATIVE earnings surprise the previous quarter(!) Don't ask me how often that happens because I have NO IDEA. Does anyone else around this website have anything more than guesses on this arcane topic?

This account tracks the performance of the investment firm Ruane, Cunniff, and Goldfarb - the investment manager of Sequoia Fund.

No one is buying RV's

ofcourse credit crunch and no more luxuries for ppl cuz they are loosing there job.

Will be purchasing more because long-term this is a well-run business, with no-nonsense managmenent. Right now this company is heavily exposed to consumer discretionary spending and a lack of ability for consumers to finance RVs. However the company also produces school buses as part of its revenue, and is sheltered from consumer spending somewhat as a result. Another good reason to bank on this as a long-term value purchase is a small counter-trend of people selling their houses and becoming entirely mobile. The sanctity of the permanent residence as a your most valuable asset is a fantasy ballon that has been effectively popped. RVs will stay appealing over the next 5-10 and 20 years, the more mobile we, as a society become.

The market is slowing, fuel prices fluctuating, and uncertainty especially among the retiring will impact this entire sector. However, given their track record, I believe that THO will outperform peers over the long term.

If you like Tom Gardner's HG Drew Industry Inc., you can't help but take notice of the well run, highly profitable big brother Thor Inds Inc. This is a growing industry and Thor doesn't have the housing segment dragging down on its earnings like Drew does.
This producer and seller of recreational vehicles has all the ingredients a value investor loves. It has a large share of inside ownership, gobs of cash on hand, no debt, a nice little dividend to help increase your shares during the dips in share price, and cash flow a plenty.
Competition in this market is still limited and baby boomers ready to travel will buy from the companies with track records, and this company has a good one.
Go Long,
Fool On!!!

Recently beaten up by high gas prices, but solid leadership with high insider ownership, long history of profitability. Consolidating the industry. Favorable demographics with aging baby boomers.

Very cheap. Excellent mgmt. Will take a bit to get past perfect storm of housing debacle (no home-equity to buy RV's, wealth-effect, reduced income) and outrageously high oil.

Builds small buss low now good futur

potential to do well when the market turns around.

I own an RV and spend a lot of time on RV Boards. I couldn't believe it but sales are still running along. At the current price this seems attractive but I still would like to see current sales. The original "Fool Analysis" still has a big flaw in it. RV's arn't about the baby boomers who are now nearing retirement. RV's are about a cheap way to travel for a family. So if family income is getting squeezed then I suppose sales will hurt with the current fuel price issue.

More discretionary money will be avaialble to boomers than most people think. Recreational vehicles will be bought when oil speculation settles and gas prices stabilize and decline.

undervalued and earning report will come out positive

This is a stock I arrived at using duel screening method, the goal is to use contrarian techniques (Low PE, large companies that also fit a high PE growth profile) the two strategies are Dreman and Lynches. This is not my usual approach... I am doing no research on the stock and can tell you little about it.

The screen looked for a combination of:
good earnings growth, good return on equity, low debt-to-equity ratio, low PE, inventory turnover, and and a low yield-adjusted price/earnings-to-growth ratio.

Look for Thor to ride a short wave back up for the short, then pop again. Buy now for a quick profit.

Buffett Style Stock, with 30% of RV market control already, economies of scale should continue to increase margins. No debt. Lots of cash and cashflow.

great management

Stock picking software. I expect these to come out on top of 2008 with decent return. No steller performance, but better than cash in savings.