Winnebago Industries, Inc. (NYSE:WGO)

poor economy hinder purchase of lux items

Pent up demand.

It's Winnebago. Let's be honest. It's Winnebago.

Winnebago (NYSE: WGO) has been vacationers' home-away-from home for more than fifty years. In May 2012, Winnebago hosted an extremely cost-effective "Dealer Days" event, boosting annual sales by 15% and pumping net profit up an astounding 330%. With $80 million cash and Chairman Randy Potts citing "reinvestment, diversification, stock buybacks, and cash dividends" as possibilities, Winnebago is gearing up for an exciting journey.

taking a flyer on this stock, theory is more americans might decide actually live in motor homes.

No Debt, Favorable Name as Baby Boomers Retire to their Motor Homes

HG

Gas prices and slow growing economy

Low Public Opinion with High Relative Strength

There will always be a market for Recreational Vehicles and Winnebago is like IBM - everyone has heard of them and everyone knows what they build. This company is over 50 years old and despite the bad economy- double dip or not - Winnebago will pull through. I think it will outperform on the long. It's a big country and there a portions of it where you can't take a train or a plane and driving in a car would mean pulling a trailer. A certain segment of the RV community likes having everything under one roof - ie Class A and C motorhomes. I am however, not sure if the upper-end Class A's can continue to be built forever. They are so expensive, that there may come a day when the market reaches saturation of these "Cadillacs". I personally, would like to see a return to a more modestly-equipped Class A, like they had in the 1970's, for example. I don't need granite countertops and track lighting and leather couches. I do need a motorhome for comfortable camping and traveling, that is affordable.

Gas is always going to go up in price.

oil pricing and the economy is still very scary

This economy is far from rebounding. RV sales will increase after 2 years as there will be pent up demand. (In my humble opinion)

Winnebago has been a mainstay company in Forest City, Iowa for decades. Loyal local employees respond with flexibility to the ebb and flow of the RV market. While their numbers were reduced to about 1/3 over a year ago, production is gradually returning to 100% as demand for quality, innovative manufacturing is on the rise; especially as more baby boomers' interest in this lifestyle blossoms.

I think winnebago will underperform because as the economy tightens people will have less money for fun!

Families paying down debt, less disposable income and continued unemployment mean recreational activities suffer i.e. RVs from Winnebago.

A very well run company in a beaten-down and wildly misunderstood industry. I might eat some red ink on this in the short run, but look at this company's position in the RV industry and its financials, and they are going to be the dominant player in this business by the time we get three-five years out.

Unusually high call volume at $12.5 & $15 for 3/10

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