Winnebago Industries, Inc. (NYSE:WGO)

SoapyHollow (90.17) Submitted: 3/24/2008 3:07:14 PM : Start Price: $18.71 WGO Score: +53.04

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

Brammy63 (54.05) Submitted: 3/20/2008 7:20:18 PM : Start Price: $17.93 WGO Score: +52.12

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.

familytime (< 20) Submitted: 2/10/2008 12:34:58 PM : Start Price: $19.15 WGO Score: -56.02

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.

aj5js35 (77.36) Submitted: 11/4/2007 3:49:32 PM : Start Price: $23.39 WGO Score: +53.67

An excellent and popular product, but the financial climate doesn't favor this type of stock right now.

ekimadam (< 20) Submitted: 8/9/2007 12:00:31 PM : Start Price: $29.28 WGO Score: -62.89

Baby boomers buying RV's

fvh (63.08) Submitted: 7/21/2007 12:35:48 AM : Start Price: $28.79 WGO Score: +58.65

Overall RV industry for '07 will remain unchanged. WGO will benefit in the following years

ovthogwild (< 20) Submitted: 3/1/2007 4:47:04 AM : Start Price: $30.62 WGO Score: -70.98

it is travel time

NetscribeConsGds (95.87) Submitted: 2/12/2007 7:29:56 AM : Start Price: $33.18 WGO Score: +70.04

“Not in the driver’s seat.”

Winnebago Industries manufactures and sells motor homes used primarily in leisure travel and outdoor recreation activities. The company markets its motor homes through independent dealers under the Winnebago and Itasca brand names in the United States and Canada. Winnebago also manufactures and sells original equipment manufacturing parts, including extruded aluminum and other component products for other manufacturers and commercial vehicles.

The recreational vehicle market is highly competitive and the company is currently in a race with players like Thor and Monaco Coach. The fortunes of the industry considerably depend on the housing market, which has softened in the U.S. Housing concerns are dampening the spirits of the consumers to make big ticket purchases like motor homes. As per the Recreation Vehicle Industry Association, factory shipments of Class A and Class C motor homes have declined by about 29% and 11% respectively from 2004 to 2006. This does not augur well for the company as it generates significant revenues from sale of Class A and Class C motor homes. Revenues have declined by over 11% in the past several quarters and the first quarter performance of the company also does not excite much as the slack demand has impelled the company to lower the product prices coupled with lower unit deliveries. Bottom-line has also suffered as a result of lower sales of high priced Class A motor homes that command higher margin.

Though stabilizing gasoline prices could boost the consumer confidence, pressures in the housing market still loom over, thereby affecting the buying behavior. Management expects tough environment to prevail for the second quarter as well and the solution to catch the fast growth track just does not seem to click in the near term horizon. Considering the soft industrial environment and no concrete plans to drive revenues ahead, Winneabago has no smooth road ahead.

redmust (60.23) Submitted: 2/2/2007 5:14:00 PM : Start Price: $33.45 WGO Score: +69.76

Rvs are going to sink as the economy slows and the gas prices remain fairly high.

StephenGThomas (< 20) Submitted: 12/20/2006 8:22:29 PM : Start Price: $30.63 WGO Score: -68.91

Winnebago's recent slump is forcing major undervaluation of this company. It leads it industry, holds no long term debt, and has the historical performance to make you confident.

CapLink (< 20) Submitted: 12/4/2006 9:17:49 AM : Start Price: $33.67 WGO Score: -73.00

... $$$ 2 GO