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When I was in college, we drove the Winnebago down to Ft. Lauderdale for spring break. By the end of the trip, the Winnebago smelled like gak and poo. Fortunately, I no longer need to ride in a Winnebago to go to Florida. Better yet, I can make money buying stock in a company that makes RV’s. By George, I did it again.
Today I sold THO at 88.13. That’s a 15% gain over my purchase price of 76.32 when I bought this stock at the end of July. That’s a 15% gain in less than 4 months. That’s an annualized gain of 49%.
Did you do that? You? YOU?? YOU??!!!
Over the same period, the S&P 500 was up only 1%. Ha ha ha ha ha ha ha ha ha ha! My belly hurts from laughing so much I need to take some Tums. Once again I outperformed the market by a landslide!! I am easily the best stock picker on the planet! Why do I say that?
I have 70 consecutive profitable trades of 15% or better. That’s insane. No one else can do that but me. All I do is pick winning stocks again and again and again and again and again and again. It’s like an ATM…gimmeee monies gimmee monies…ka-ching ka-ching ka-ching. Bring me your finest meats and cheeses!!
You should tell your friends about $$$MR. MARKET$$$. I mean, you really should. It would be a nice thing to do on this Thanksgiving.
You know what would be even nicer? If you made money on this most recent trade, please thing about donating a small amount of your profit to the local food bank in your town. It would mean a great deal to someone on this Thanksgiving.
So….do you want another stock pick winner? Don’t just sit there…tell me you want another stock pick winner and maybe…just maybe…I’ll share with you my next big winner!
I am HUGE!!!
$$$MR. MARKET$$$
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07-29-2016, 03:38 PM #1 mrmarket's Avatar mrmarket mrmarket is online now
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Default THO ==> The Heat Wave Winner
I think of all of the famous comic superheroes, the one I liked least was Thor. I mean, you had Ironman, Spiderman, the Flash and of course The Hulk. All of these guys were total asskickers. Then you have this guy with an accent and long hair walking around with a hammer. No, I did not like Thor very much at all. Thor is incredibly long-lived and relies upon periodic consumption of the Golden Apples of Idunn to sustain his extended lifespan, which to date has lasted many millennia. Thor is capable of incredible feats of strength, such as pushing over the Leaning Tower of Pisa with his little finger, and ripping apart the Golden Gate Bridge. Thor possesses a very high resistance to physical injury that approaches invulnerability. Thor has shown the ability to regenerate wounded portions of his body, including entire limbs or organs, with the aid of magical forces such as Mjolnir. Thor has superhuman speed, agility, and reflexes, enabling him to deflect bullets with his hammer. Thor can also create small tornadoes by quickly whipping his cape in circles. I think I’ll stick with “HULK SMASH!”.
While Thor is a lame superhero, when it comes to stock picks, I really love Thor. Today I bought stock in Thor Industries (NYSE:THO) at a price of 76.32. I will sell it in 4 to 6 weeks at 87.96. Here’s why I like Thor:
The stock is up 36% over the last 12 months with a humble PE of only 16. Better still, this company is an earnings and acquisition machine waiting to gobble up more earnings just like its RVs gobble up the highways on cheap gas.
Thor Industries, Inc., through its subsidiaries, designs, manufactures, and sells a range of recreational vehicles, and related parts and accessories primarily in the United States and Canada. It operates through two segments, Towable Recreational Vehicles and Motorized Recreational Vehicles. In addition, the company manufactures and sells aluminum extrusions and specialized component products to recreational vehicles and other manufacturers. It markets its recreational vehicles through independent dealers. Thor Industries, Inc. was founded in 1980 and is based in Elkhart, Indiana.
Between favorable demographics and falling gasoline prices, Thor has seen the RV industry look more attractive than ever, and last quarter Thor had record results. Revenue from continuing operations was up 9% to $1.28 billion, a new record for the company. Net income came in at a record $79.2 million, up 25% from the year-ago quarter, and that worked out to adjusted earnings of $1.49 per share which beat ANAL-yst expectations.
The demographics of retiring baby boomers is enormous. With the stock market at all-time highs, these retirees are behaving like when the Titans have a HUGE win in Atlantic City, they cash in their chips and buy an RV. By going after those who've typically used tents or stayed in cabins rather than looking for an RV, Thor believes it can keep growing its customer base. Premium RV’s can go for $1,000,000 a pop and customers are flashing their monies now that they are walking around like Brutus The Barber Beefcake with all their quatloops from the stock market. Thor is a leading player in the market for motorhomes, travel trailers, and fifth-wheel trailers and being a winner translates into profits such as these:
Expected EPS Growth - 20%
Expected Revenue Growth - 10.1%
Expected 5-Year Annualized Growth Rate - 8.7%
Thor also pays out a $1.20 annualized dividend and a yield of 1.72%. The ex-dividend date was Thursday, June 16th. Thor has a market cap of $4.0 billion. This ain’t no microcap and it is ringing the bell on earnings per share growth, revenue growth, notable return on equity (21.6%) and cash flow from operations. The company has demonstrated a pattern of positive earnings per share growth over the past two years. THO has an average four-quarter positive earnings surprise of 18.5%. Since 1998, the company has grown earnings by 14% compounded annually. They have been profitable every year for the last 35 consecutive years. Dealer sentiment indicated favorable growth for the current year. With unemployment near 10 year lows, we’ll see more and more consumers tempted to own one of these suckers. Recreation Vehicle Industry Association forecast in March 2016 that 2016 wholesale shipments for all RV categories should increase over 2015.
Continued economic improvement fueled by the election should further spike RV sales. As the economy continues to improve and consumer confidence remains near pre recession highs we’ll see increased RV usage.
This year, Thor Industries, Inc. announced the acquisition of Jayco, Corp. (Jayco) for approximately $576 million in cash. This transaction represents a unique and significant opportunity to enhance the growth of Thor and advance the Company's strategic focus on growing its recreational vehicle (RV) business. In particular, Jayco brings complementary products in travel trailers, folding camping trailers, higher-end diesel Class A motorhomes and larger Class C motorhomes.
What does this all mean for earnings? ANAL-ysts are projecting earnings per share this year of $4.86/share. This is a howl. $$$MR. MARKET$$$ knows that they will come in at $5.65 per share, and at a PE of 16, this should propel the stock price to $5.65 x 16 = $90.40 per share – well past my target price.
Now some of your astute investors might realize that I am doubling down on the RV business, with my recent stock purchase or Patrick Industries – but when I’m right, I’m right and when you have an 11 and the dealer has a 6 showing – you double down.
Here’s what Bob Martin, the CEO has to say:
Thor Industries CEO Bob Martin was pleased with how the company has done. "We continued to see the benefits of executing our strategic operating plan in the third quarter," Martin said, "resulting in record sales and bottom-line results. As our core markets continued to grow, we were able to generate improved margins and profitability." "We have heard consistent feedback that our dealer partners are seeing an influx of younger consumers entering our markets, which gives us optimism for the long-term growth of our business and industry."
"We are thrilled to welcome Jayco to the Thor portfolio of companies," said Bob Martin, Thor President and CEO. "Jayco is a company that I have admired for more than 20 years while working in the industry and living in the community very close to their operations. We value the longstanding success of Jayco and are committed to providing the Bontrager family, and their team of dedicated employees, the resources they need to continue the success they have built at Jayco over the past half century. This investment also illustrates our confidence in the future of the RV industry as younger consumers enter and expand the market over the coming decades. Both existing and new RVers will see the benefits of our subsidiaries' efforts as they lead in innovation with new technology and features in our products that make RVs easier to use and better connected."
After I sell my shares for a profit, I am going to hop in my rented RV and drive to the bank just because I can and drop off sacks of money with the teller – and then I’m going to tell her to have a nice day.
I am HUGE!!
$$$MR. MARKET$$$
Today I sold THO at 88.13. That’s a 15% gain over my purchase price of 76.32 when I bought this stock at the end of July. That’s a 15% gain in less than 4 months. That’s an annualized gain of 49%.
Did you do that? You? YOU?? YOU??!!!
Over the same period, the S&P 500 was up only 1%. Ha ha ha ha ha ha ha ha ha ha! My belly hurts from laughing so much I need to take some Tums. Once again I outperformed the market by a landslide!! I am easily the best stock picker on the planet! Why do I say that?
I have 70 consecutive profitable trades of 15% or better. That’s insane. No one else can do that but me. All I do is pick winning stocks again and again and again and again and again and again. It’s like an ATM…gimmeee monies gimmee monies…ka-ching ka-ching ka-ching. Bring me your finest meats and cheeses!!
You should tell your friends about $$$MR. MARKET$$$. I mean, you really should. It would be a nice thing to do on this Thanksgiving.
You know what would be even nicer? If you made money on this most recent trade, please thing about donating a small amount of your profit to the local food bank in your town. It would mean a great deal to someone on this Thanksgiving.
So….do you want another stock pick winner? Don’t just sit there…tell me you want another stock pick winner and maybe…just maybe…I’ll share with you my next big winner!
I am HUGE!!!
$$$MR. MARKET$$$
================================================== ===================================
07-29-2016, 03:38 PM #1 mrmarket's Avatar mrmarket mrmarket is online now
Administrator
Send a message via AIM to mrmarket Send a message via Yahoo to mrmarket
Join Date
Sep 2003
Posts
5,346
Default THO ==> The Heat Wave Winner
I think of all of the famous comic superheroes, the one I liked least was Thor. I mean, you had Ironman, Spiderman, the Flash and of course The Hulk. All of these guys were total asskickers. Then you have this guy with an accent and long hair walking around with a hammer. No, I did not like Thor very much at all. Thor is incredibly long-lived and relies upon periodic consumption of the Golden Apples of Idunn to sustain his extended lifespan, which to date has lasted many millennia. Thor is capable of incredible feats of strength, such as pushing over the Leaning Tower of Pisa with his little finger, and ripping apart the Golden Gate Bridge. Thor possesses a very high resistance to physical injury that approaches invulnerability. Thor has shown the ability to regenerate wounded portions of his body, including entire limbs or organs, with the aid of magical forces such as Mjolnir. Thor has superhuman speed, agility, and reflexes, enabling him to deflect bullets with his hammer. Thor can also create small tornadoes by quickly whipping his cape in circles. I think I’ll stick with “HULK SMASH!”.
While Thor is a lame superhero, when it comes to stock picks, I really love Thor. Today I bought stock in Thor Industries (NYSE:THO) at a price of 76.32. I will sell it in 4 to 6 weeks at 87.96. Here’s why I like Thor:
The stock is up 36% over the last 12 months with a humble PE of only 16. Better still, this company is an earnings and acquisition machine waiting to gobble up more earnings just like its RVs gobble up the highways on cheap gas.
Thor Industries, Inc., through its subsidiaries, designs, manufactures, and sells a range of recreational vehicles, and related parts and accessories primarily in the United States and Canada. It operates through two segments, Towable Recreational Vehicles and Motorized Recreational Vehicles. In addition, the company manufactures and sells aluminum extrusions and specialized component products to recreational vehicles and other manufacturers. It markets its recreational vehicles through independent dealers. Thor Industries, Inc. was founded in 1980 and is based in Elkhart, Indiana.
Between favorable demographics and falling gasoline prices, Thor has seen the RV industry look more attractive than ever, and last quarter Thor had record results. Revenue from continuing operations was up 9% to $1.28 billion, a new record for the company. Net income came in at a record $79.2 million, up 25% from the year-ago quarter, and that worked out to adjusted earnings of $1.49 per share which beat ANAL-yst expectations.
The demographics of retiring baby boomers is enormous. With the stock market at all-time highs, these retirees are behaving like when the Titans have a HUGE win in Atlantic City, they cash in their chips and buy an RV. By going after those who've typically used tents or stayed in cabins rather than looking for an RV, Thor believes it can keep growing its customer base. Premium RV’s can go for $1,000,000 a pop and customers are flashing their monies now that they are walking around like Brutus The Barber Beefcake with all their quatloops from the stock market. Thor is a leading player in the market for motorhomes, travel trailers, and fifth-wheel trailers and being a winner translates into profits such as these:
Expected EPS Growth - 20%
Expected Revenue Growth - 10.1%
Expected 5-Year Annualized Growth Rate - 8.7%
Thor also pays out a $1.20 annualized dividend and a yield of 1.72%. The ex-dividend date was Thursday, June 16th. Thor has a market cap of $4.0 billion. This ain’t no microcap and it is ringing the bell on earnings per share growth, revenue growth, notable return on equity (21.6%) and cash flow from operations. The company has demonstrated a pattern of positive earnings per share growth over the past two years. THO has an average four-quarter positive earnings surprise of 18.5%. Since 1998, the company has grown earnings by 14% compounded annually. They have been profitable every year for the last 35 consecutive years. Dealer sentiment indicated favorable growth for the current year. With unemployment near 10 year lows, we’ll see more and more consumers tempted to own one of these suckers. Recreation Vehicle Industry Association forecast in March 2016 that 2016 wholesale shipments for all RV categories should increase over 2015.
Continued economic improvement fueled by the election should further spike RV sales. As the economy continues to improve and consumer confidence remains near pre recession highs we’ll see increased RV usage.
This year, Thor Industries, Inc. announced the acquisition of Jayco, Corp. (Jayco) for approximately $576 million in cash. This transaction represents a unique and significant opportunity to enhance the growth of Thor and advance the Company's strategic focus on growing its recreational vehicle (RV) business. In particular, Jayco brings complementary products in travel trailers, folding camping trailers, higher-end diesel Class A motorhomes and larger Class C motorhomes.
What does this all mean for earnings? ANAL-ysts are projecting earnings per share this year of $4.86/share. This is a howl. $$$MR. MARKET$$$ knows that they will come in at $5.65 per share, and at a PE of 16, this should propel the stock price to $5.65 x 16 = $90.40 per share – well past my target price.
Now some of your astute investors might realize that I am doubling down on the RV business, with my recent stock purchase or Patrick Industries – but when I’m right, I’m right and when you have an 11 and the dealer has a 6 showing – you double down.
Here’s what Bob Martin, the CEO has to say:
Thor Industries CEO Bob Martin was pleased with how the company has done. "We continued to see the benefits of executing our strategic operating plan in the third quarter," Martin said, "resulting in record sales and bottom-line results. As our core markets continued to grow, we were able to generate improved margins and profitability." "We have heard consistent feedback that our dealer partners are seeing an influx of younger consumers entering our markets, which gives us optimism for the long-term growth of our business and industry."
"We are thrilled to welcome Jayco to the Thor portfolio of companies," said Bob Martin, Thor President and CEO. "Jayco is a company that I have admired for more than 20 years while working in the industry and living in the community very close to their operations. We value the longstanding success of Jayco and are committed to providing the Bontrager family, and their team of dedicated employees, the resources they need to continue the success they have built at Jayco over the past half century. This investment also illustrates our confidence in the future of the RV industry as younger consumers enter and expand the market over the coming decades. Both existing and new RVers will see the benefits of our subsidiaries' efforts as they lead in innovation with new technology and features in our products that make RVs easier to use and better connected."
After I sell my shares for a profit, I am going to hop in my rented RV and drive to the bank just because I can and drop off sacks of money with the teller – and then I’m going to tell her to have a nice day.
I am HUGE!!
$$$MR. MARKET$$$
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