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Winnebago Industries, Inc. (WGO)

NYSE - Nasdaq Real Time Price. Currency in USD
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67.24+0.22 (+0.33%)
As of 3:41PM EDT. Market open.
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  • J
    Jim
    I believe you are seeing selling primarily due to a supply shortage of parts that will keep their production and earnings down. You can't sell from an empty wagon! Also, the consumer is now concerned about raging inflation that will keep him from spending on WGO toys.
  • J
    J
    Very few people buy new Winnebago products in the Fall or Winter. Hard to see this stock doing anything good until Spring of 22.
  • R
    Ryan
    Sold out of WGO today. Soul crushing defeat for me. Despite strong, growing sales numbers and a 50% increase to the dividend, this stock has gone literally nowhere since I first entered it at $62 last December. I will be watching for a re-entry. In my personal life, I'll continue taking my Jayco out with my family.

    I think this stock is emblematic of the modern era where people are chasing unprofitable software, tech and cloud companies to the moon while ignoring real performance. I get the chip shortage, high material costs and tight labor market, but investors need to get a grip. This thing trades below 10x.
  • R
    Ryan
    I'm irritated with this market. $WGO boosted its dividend by 50%. Trades at 10x. $CWH boosted its by 100%. Trades at under 7x. Good companies with strong balance sheets and cash flows trading like they're going out of business. $THO at 11x. $BC under 14x. $VSTO at 7.5x. $PII at 12x. All of these are setting quarterly sales records and growing earnings by anywhere from 20% to 100%. The great outdoors are being written off as some dying fad, which is nuts.

    But CNBC won't cover them. The nonprofitable tech companies CNBC does cover get pumped to 50x sales or 1000x earnings because they earn a few cents. Bubble? Those are for sure. Investors need to focus on what is making money, not chase what might someday.
  • $
    $B
    Few profitable growth stocks under P/E of 10 (WGO is 9.5). 26% ROE, solid balance sheet, dividend, long term chart looks is ready to take off in Sept and Oct.
  • S
    Steven
    THO announcing earnings on 9/28. Should be another blow out qtr. Expect splash over benefits to WGO.
  • j
    joe
    Fall and Winter are RV and boat show season. This is when people buy RVs and boats. The new models come out and this is where the line starts. There seems to be some pretty uninformed people posting here.
  • J
    Jim
    Be patient, $62.50 is coming to a theater near you.
  • J
    Jim
    62.50 is next short term support to buy for a bounce back to 70. Sell all at 70 after the bounce!
  • M
    Mikula
    Delta variant home and abroad sadly indicating that international travel and flights are not going to be that simple and carefree any time soon.
    On the flipside - that bodes well for the RV sector.
  • j
    joe
    Not sure why WGO is not trading at all time highs. Grand Design & Winnebago are the two most popular names in the RV industry.
  • J
    Jim
    Uh Oh, it broke support at 70 today, that's bad. Now likely to run down to next support level at 62.50 so buckle up and buy there.
  • M
    Mr. Pino
    Depreciating asset. And high maintenance cost. Junk. Who in their right mind would buy one. Those MB Sprinter Vans are worse LoL. Had a friend that had one ...he couldn't wait to sell it.
  • J
    Jim
    WGO is in a bear market now.
  • S
    STEVEN
    This stock is ready to break on the upside. Just stick with it. ---If in doubt look at Nucor Steel.
    Bullish
  • E
    Emanuil
    I just compared WGO to its competitors - and think we should be good! - coming not too soon Oct 20 report will show good numbers. Or maybe even EXCELLENT numbers.
    Almost everything is better comparing with THO, including amazing P/E=8 . VSTO has probably bigger upside potential - but it's connected with guns - I think it can be volatile; last month WGO was much better.
    I am long by Call spreads, and also by selling naked Puts; and I feel that naked puts (or maybe put spreads) have better Risk-Reward ratio.
    Good Luck!
    Bullish
  • J
    Jim
    I see where WGO just hired a new inclusion and diversity lady. From her FB page appears she is a big BLM supporter. I don't want to invest in this company now.
  • J
    J
    Seems like the best portion of the selling season for WGO is almost behind us now, and this stock sure hasn’t done anything impressive so far this summer.
    Neutral
  • Y
    Yahoo Finance Insights
    Winnebago Industries is up 5.32% to 67.10
  • R
    Ryan
    What did I just say last week? Northcoast downgraded camping $THO $WGO and $CWH basically at the bottom. We got a nice bounce yesterday and the outdoor recreation stocks are now catching a bid. These were already undervalued before the last month took them down another leg.

    I'm overweight Winnebago betting they report a beat (maybe huge, probably small). I bet during the call, they will report some inflation in raw materials and some challenges with semiconductors, both of which will moderate over the course of the second half. The backlog and demand should still be unbelievably strong.

    Cramer has called out Brunswick, Thor and Vista as grossly undervalued. Brunswick and Vista specifically are getting conviction upgrades and price target increases. I think the whole outdoor recreation space is about to take off. $VSTO $BC $AOUT $JOUT $CLAR