Winnebago Industries, Inc. (WGO)

I'm thinking there is a day in the not too distant future when these gas guzzling mobile road blocks will no longer be seen on our highways. In the short run doesn't look much better.

Several trends are blowing in the opposite direction of high end motorized RVs. 1. Consumer deleveraging is going to last several years. 2. There is no cheap oil scenario in any world economic recovery environment. 3. Drive train technology has to move away from internal combustion because of 2 and trailers makes more sense than motorizing a RV with old technology and getting stuck with it.

If our economy does start to turn around, This stock should be one of the last to follow. It has negative earnings and it is in the recreational vehicle industry which is suffering right now.

WGO.BK

IF this company can survive the current economic crisis, then it's poised for a strong rebound. Many retirees I know (my parents included) have always dreamed of taking off in a RV and spending their retirement vacationing. Winnebago has survived harsh economic times before and I'm confident they will survive this one. Take note - This is a risky prediction. Winnebago could just as easily go bankrupt if the economy & credit crisis does not turn around in 2 years. Retirees need their retirements to turn around if they are going to be able to buy their dream RV.

worst 30days caps

Well, poor old Winnebago (I always wanted one when I was a kid! Probably still do!)... they're just fighting a big uphill battle. High gas prices. 8 MPG vehicles. Very tough to get credit to buy a vehicle. People are watching every dollar. Meanwhile, razor thin margins. The promise of much, much unsold and aging inventory. Winnebago will probably slip into the red this quarter. And will probably not fare much better in 2009 -- unless more and more people move into their... cars. Then a Winnebago almost becomes a must-have.

stick a fork in this one, the era of the RV is over

1 of 5

This one is obvious

Not that I have anything against this company. I actually like their products. However, they are in the eye of a perfect storm:
- discretionary spending is going down and an RV is probably one of the ultimate discretionary items
- fuel is getting kinda expensive, and RVs are true gas guzzlers!

Has it hit bottom? Maybe.

Will it rebound over the next 5-10 years? More than likely.

I f they can meet their Earnings estimates and weather out the oil crunch, this stock should do fine. Even if they don;t or oil prices remain relatively high, they will still rebound, just over a longer period of time.

Hey, I have time.

In this market this type of company is going to struggle

C'mon people, do you really think people are going to buy these gas hogs with fuel costs soaring? Despite the attractive nature of a house on wheels with the way the real estate markets are retracting, it's only a good buy if you park it somewhere....

Good night and good luck ... The 1960s are over ... who the hell wants one of these Goliaths ? Let me know when they make a hybrid ...

Good Grief!

There's so many reasons to keep away from WGO. RVs as a product are simply not in demand as they used to be. The consumer is changing but these companies aren't. If the lack of consumer interest isn't enough when we look at the cost of fuel I just can't see how these guys will make it.

Credit crunch and fuel prices will make these behemoth monsters unwieldy for most seniors.

These people produce luxury items. moreover they items they produce are genrally used by plder Americans who are seeing the returns on ther retirements decline. I think Winnebago is defintely in for a bumpy ride for the short term. Depending on gas prices and investment interest, the short term may get to be the long run.

WGO has performed well under any and all circumstances, with a history of having its highs and lows every year increase.The RV user is not the type of person who is going to deceide that because of gas prices that he will stay at home in the cold all winter , instead of being the snowbird that his retirement has enabled him to become.Fuel prices may affect the middleclass pull type trailer camper from going 150 - 200 miles to camp,but they will still pull that camper to the local favorite campground to meet their usual campground friends.I f you can afford to spend $150,000 to $350,000 on an RV, you can afford to drive it to the climate of your desire and be with the people you want to be with.