$10.50

0.85 (8.81%)

11/21/2008 4:01 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

433 Outperforms

39 Underperforms

All-Stars

90 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

Auto Components (49), Micro Cap (5043)
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Drew Industries, Inc. At A Glance

Current Price:	$10.50
Last Trade Time:	11/21/2008 4:01 PM
Open:	$9.84
Previous Close:	$9.65
Daily Range:	$9.10 - $10.66
52-Week Range:	$9.46 - $32.25
Volume:	311,860
Market Cap:	$207.40M
P/E Ratio:	7.72
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Stock Trends

DW VS S&P 500 (SPY)

News & Discussion Boards

Other News Headlines for DW

Sector Snap: RV makers slide on sell-off
10/6/2008 12:44:00 PM - AP
Sector Snap: Recreational vehicle stocks plunge
9/29/2008 3:04:00 PM - AP
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

More Headlines...

Top Bull Pitch

Recs

5 Drew Industries, Inc. (DW)

Avatar Perscitus (64.86) 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

1 Drew Industries, Inc. (DW)

Avatar onmywaytogreen (< 20) Submitted: 8/20/08 12:09 AM

for the price it is to good!

i expect a big increase huge!!

Replies: 0 | Reply | Permalink

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Recs 0 (DW) EBStroke (73.24) Submitted: 10/31/08 3:27 PM : Start Price: $12.00 DW Score: 9.27 The Company through its wholly-owned subsidiaries, manufactures an array of components for recreational vehicles and manufactured homes, and manufactures trailers and related axles. At 14.80, has a P/E of 8.36, near 52wk bottom of 13.91 (top = 44.18). very cyclical play. 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) eagles22 (< 20) Submitted: 10/02/08 11:46 AM : Start Price: $15.19 DW Score: 2.07 It may take awhile, but this will come around. 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 1 (DW) massabki (22.76) Submitted: 9/19/08 4:57 PM : Start Price: $20.58 DW Score: -9.85 Well managed company also recommended by Hidden Gems. Great buy in low $20's; will be > $30 in next 18 months. 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 1 (DW) nbowles (72.84) Submitted: 9/17/08 8:22 PM : Start Price: $17.58 DW Score: -4.33 I think this stock is a keeper. Price is low. 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 3 (DW) TMFPlatoish (60.48) Submitted: 9/17/08 3:36 PM : Start Price: $16.76 DW Score: -1.87 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.
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Wall Street

Results 1 - 3 of 3

picks per page. CHANGE Expand All Pitches Collapse All Pitches

Top Pick	Member Name	Member Rating	Start Date	Call	Time Frame	Start Price	Stock Gain	S&P Gain	Score	Pitch
	TrackJanney	79.15	09/04/08		NS	$16.71	-37.16%	-40.21%	+3.04
	TrackSoros	< 20	03/31/08		NS	$24.46	-57.07%	-42.54%	-14.54
	TrackFerrisBaker	87.31	11/19/07		NS	$30.30	-65.35%	-47.80%	-17.55

Results 1 - 3 of 3

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