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fool. It's Tuesday March 7th. Welcome to Market Foolery. I'm Chris Hill

joining me in studio today for Molly Fool Funds, Bill Barker.

Thanks for being here.

Thanks for having me.

We got a lot of retail news we've got to get to, but before we do that we're going to start with a topic that is near and dear to your heart and I would

argue your circle of competence and that is recreational vehicles.

Second quarter profits for Thor Industries came in a little higher than expected, so to their revenue, and yet shares

down 8%. Is this a guidance thing? Is this a valuation thing? I mean, Thor Industries has had a heck of a nice run,

so I'm wondering if at least part of what we're seeing in the market today is just the fact that the stock was trading at a premium.

Yeah, it's a valuation thing.

It was a good quarter and, well, a couple of things.

One, the last three or four quarters, Thor has, and things have been very good in the

RV industry, and Thor is the leader.

And they are, whereas people think Winnebago,

it was probably the most known name, Thor, has Airstream

and a whole bunch of other brands

under its roof and then Forest River which is owned by Berkshire Hathaway is the

number two player. So it's been a great time for RVs gas prices are good

interest rates which is what most purchasers for RVs, gas prices are good.

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