$17.04

0.55 (3.34%)

9/5/2008 3:05 PM

Drew Industries, Inc. (DW)

CAPS Rating:

The Company has two reportable operating segments: the recreational vehicle and leisure products segment and the manufactured housing products segment.

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What the Community Thinks

Total Members

428 Outperforms

38 Underperforms

All-Stars

177 Outperforms

13 Underperforms

Wall Street

3 Outperforms

0 Underperforms

Members bullish on DW are also bullish on:

Members bearish on DW are also bearish on:

Ticker Tags

General Building Materials (32), Small Cap (1922)
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Drew Industries, Inc. At A Glance

Current Price:	$17.04
Last Trade Time:	9/5/2008 3:05 PM
Open:	$16.46
Previous Close:	$16.49
Daily Range:	$16.01 - $17.33
52-Week Range:	$13.91 - $44.18
Volume:	234,707
Market Cap:	$358.53M
P/E Ratio:	10.12
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Stock Trends

DW VS S&P 500 (SPY)

News & Discussion Boards

Other News Headlines for DW

Sector Snap: RV makers surge as oil recedes
9/2/2008 1:18:00 PM - AP
Sector Snap: RV maker shares slip as oil rallies
8/21/2008 2:23:00 PM - AP
Ahead of the Bell: Analyst bearish on RV makers
7/28/2008 8:18:00 AM - AP
Drew Industries names Fredric Zinn president
5/30/2008 7:42:00 AM - AP

More Headlines...

Top Bull Pitch

Recs

4 Drew Industries, Inc. (DW)

Avatar Perscitus (85.77) Submitted: 8/13/08 1:09 AM

ROE: 5-Year Average > 20
ROA: 5-Year Average >10
ROIC: 5-Year Average > 15

Price/Book Near 1 (1.44)
Current Ratio > 2
Good Insider Ownership ( > 10%)
Low Amount of Debt (Less than .1 Debt to Equity)
Free Cash Yield > 10 %
Fair Value of $21.72

...More

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Top Bear Pitch

Recs

6 Drew Industries, Inc. (DW)

Avatar rapidrobin (62.61) Submitted: 9/04/06 7:26 PM

DW a great company with superior management that is caught in a sector that cannot win over the next year.

Replies: 1 | Reply | Permalink

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Recs 1 (DW) TMFPlatoish (34.13) Submitted: 9/02/08 7:55 PM : Start Price: $16.34 DW Score: 6.26 Drew Industries is one of the best managed companies I've looked at. It is in an industry that is out of favor and the trajectory of topline growth is negative. It manufactures a whole array of components, if you will, for the towed RV and manufactured home markets. With gas prices where they are, the end market is soft to say the least. However, during these tough times, Drew has managed to stay profitable and improve margins. It has a laser focus on containing operating costs and improving manufacturing efficiency. Many plants have been closed and operations consolidated. It also has been able to continue doing what it does best, buying niche equipment makers at good prices. Its acquisitions are always intended to complement Drew's current offerings. It then uses its relationships with RV and MH makers to take the new offerings to a larger market. Its goal is to improve the dollar content of its equipment in every RV sold, and has done so year after year. RV demand still has the aging boomer demographic trend at its back, though macro-economic considerations and gas prices are currently headwinds. The manufactured home market has been in decline also recently, but should get better in the future. Recent events in the housing market and new federal legislation may prove beneficial. The amount of mortgage available for manufactured housing (chattel loans) has recently been raised. MHs also are much more affordable than a single family dwelling and a long time favorite of retirees looking to downsize in a sunny locale. With banks now actually looking at whether a mortgage applicant can afford the home, more folks will view MHs as a reasonable alternative. Drew has a strong balance sheet, good insider ownership, and a great management team. It trades at an EV/EBITDA multiple of about 4X and at 13X (depressed) forward earnings. If gas prices begin to subside, the top line will improve. Because of its operating discipline, diproportionate growth will fall to the bottom line. It looks like a good time to give Drew a "thumbs up" for the next few years. Report this Post Replies: 0 \| Reply \| Permalink Oops! There appears to be a problem with your comment. Check to see if there's something you left out. Recs 0 (DW) Patrick6k (< 20) Submitted: 8/26/08 11:28 AM : Start Price: $16.15 DW Score: 6.96 Baby boomers are nearing retirement and travel is always at the top of 90 percent of retirees' lists. While the manufactured housing products segment may slow somewhat, the recreational vehicle segment of Drew Industries is primed for profits. This well run small cap is another company with big reward potential. They have solid management, good inside ownership, and a line of products in growing demand. This company has solid ROE and ROA, and is trading at a nice discount. Go long, Fool On!!! Report this Post Replies: 0 \| Reply \| Permalink Oops! There appears to be a problem with your comment. Check to see if there's something you left out. Recs 0 (DW) onmywaytogreen (< 20) Submitted: 8/20/08 12:09 AM : Start Price: $17.08 DW Score: -1.43 for the price it is to good! i expect a big increase huge!! Report this Post Replies: 0 \| Reply \| Permalink Oops! There appears to be a problem with your comment. Check to see if there's something you left out. Recs 0 (DW) JavaChipFool (< 20) Submitted: 8/19/08 2:37 AM : Start Price: $17.79 DW Score: -2.47 This is a reply to rapid robin.I think now is the time to buy. two years ago RapidRobin was dead on. I have to look at what you are saying, and to me it says buy! My preference would be to buy now while its low and hang on. At what point in the next year do you decide to buy? After its gained 1%?, 2%? 5%? how much do you want to cut into your growth? Boomers are booming, RV's are not that expensive to drive to winter quarters and back if you tow a Mini or a Fit. And, oil will be at 70$ a barrel in a year, and will probably hover between 70-100 for another 5 years before it climbs until we don't need it anymore because it's too expensive. Higher prices will cut demand, more efficient vehicles are on their way, and (tongue in cheek here) Barack and Gore will get us to energy independence in 10 years (with Pickens help) so that ought to put a damper on oil prices for a while. Report this Post Reply Report this Post Replies: 0 \| Reply \| Permalink Oops! There appears to be a problem with your comment. Check to see if there's something you left out. Recs 4 (DW) Perscitus (85.77) Submitted: 8/13/08 1:09 AM : Start Price: $18.04 DW Score: -2.89 ROE: 5-Year Average > 20 ROA: 5-Year Average >10 ROIC: 5-Year Average > 15 Price/Book Near 1 (1.44) Current Ratio > 2 Good Insider Ownership ( > 10%) Low Amount of Debt (Less than .1 Debt to Equity) Free Cash Yield > 10 % Fair Value of $21.72 Top Mutual Funds have been buying/adding recently. Demographics point towards greater RV sales, of which DW is the market share leader. Report this Post Replies: 0 \| Reply \| Permalink Oops! There appears to be a problem with your comment. Check to see if there's something you left out.
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Top Pick	Member Name	Member Rating	Start Date	Call	Time Frame	Start Price	Stock Gain	S&P Gain	Score	Pitch
	TrackJanney	74.03	09/04/08		NS	$16.71	+0.84%	-2.36%	+3.20
	TrackSoros	91.65	03/31/08		NS	$24.46	-30.29%	-5.76%	-24.54
	TrackFerrisBaker	97.31	11/19/07		NS	$30.30	-43.73%	-14.39%	-29.34

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