CG: Hitting the Road With the RV Industry
Industry Focus
The Motley Fool
4.6 • 854 Ratings
🗓️ 6 February 2018
⏱️ 28 minutes
🧾️ Download transcript
Summary
Recreational vehicles, or RVs, have enjoyed consistent, growing demand since the financial crisis. We look at the tailwinds fueling this growth before turning our attention to leading RV makers Winnebago and Thor Industries, two stocks that have outperformed the S&P 500 over one, five, and 10-year investing horizons.
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Transcript
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| 0:00.0 | Thanks to Audible for supporting Industry Focus. |
| 0:02.2 | For a free audiobook with a 30-day free trial, |
| 0:04.6 | go to audible.com slash fool or text fool to 500, 500. |
| 0:09.4 | Welcome to Industry Focus, the podcast it dives into a different sector of the stock market every day. |
| 0:16.0 | It's Tuesday, February 6th, and I'm your host Vincent Shen. |
| 0:19.4 | Late last year, I mentioned offhand that we dedicate at least a few episodes in 2018 for this |
| 0:26.5 | addition of industry focus to looking at the travel and leisure sector so that |
| 0:31.3 | coverage begins today with two companies that should |
| 0:33.6 | ring a bell for any fools to enjoy the open road and long road trips, |
| 0:36.8 | Winnebago and Thor industries, two leading manufacturers of recreational vehicles or |
| 0:41.6 | rvies. So both companies in the industry overall for |
| 0:44.6 | that matter have put up strong returns in the past year up-pacing the S&P 500 with |
| 0:49.7 | a lot of consumers taking advantage of favorable financing and low gas prices. |
| 0:54.3 | Joining me today via Skype to take a closer look at these RV companies is Senior |
| 0:59.0 | Fool.com contributor, Osset Sharma. |
| 1:00.9 | Hey Osset, welcome back to IF. |
| 1:06.7 | Hey Vince, thanks for having me back. It's been such a cold winter. I can't wait to talk about warmer weather traveling in an RV. It sounds like a great topic for today. |
| 1:13.0 | Yeah, absolutely. |
| 1:14.0 | Before we get into the main part of our discussion, |
| 1:16.4 | I want to take a minute and direct your attention |
| 1:18.1 | to the Motley Fool's $10,000 college student award. |
| 1:22.2 | For any students who are over the age of 18 and attending a U.S. college, the Molly Fool |
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