I agree the company is a good company..We disagree on the stock. I've been short the industry for 6 months, all of them. I learned long ago you have to separate the companies from the stocks. I will go long WGO at 22 again, MNC is closer to a bottom. I'll wait for THO to bottom out the backlog, which is probably a couple quarters away. EPS are headed down for WGO and THO. The stocks will follow.
Hang in there. You will be good in the long term, but not for the next 6 months...IMO
You are an idiot...to answer your question..YES, I like to see a company increase sales by DOUBLE DIGIT while in parallel reducing backlog. They have done that quarter after quarter for the last 3 years!
I have an MBA and run a manufacturing company...You obviously don't..
As THO on an annualized basis has lowered the backlog and increased sales on an annualized basis by DOUBLE DIGIT that means they are a more efficient manufacturer
You are a loozer toto! I will bet you $10,000 CASH that THO posts DOUBLE DIGIT increases in sales for this qtr. PUT UP OR SHUT UP..... I THOUGHT SO
I'm not sure how anyone can argue that 34% lower yr/yr backlogs are good for the stock?....Next quarter will be very weak IMO... My guess is that analysts will start cutting estimates in coming days/weeks based on that backlog disclosure...