campingworld
In early trading, the day after the company reported disappointing second-quarter earnings, Camping World Holdings, Inc. (NYSE:CWH) stock was down over 9%. The company missed on both the top and bottom lines, but the real catalyst is the company’s announcement that it slashed its quarterly dividend by 80%. Key Points Camping World is down over 13% the day after the company slashed its dividend by 80%.The dividend cut was authorized to help fund the company’s continuing purchases of RV dealerships.Revenue and earnings continue to decline on a year-over-year basis.With high short interest, long-...
ValueWalk
RV stocks like Winnebago and Thor Industries have already priced in the downturn.LCI Industries also offers deep value and a market-beating yield.Camping World is the best value and yield in the RV industry.5 stocks we like better than Winnebago IndustriesThe RV industry may not seem like the best choice for inflation-weary investors. Still, the story within the industry is one of sustained profitability, normalization, and dividends more than anything else. While the slowdown in RV business related to the pandemic-induced spike in demand is the focus of many, this news is so well-priced into ...
ValueWalk
RV demand may have peaked, but ownership is still high. While RV manufacturers like Thor Industries (NYSE:THO) and Winnebago (NYSE: WGO) are tied more closely to demand, others, like Camping World (NYSE:CWH) and LCI Industries (NYSE:LCII), have more exposure to ownership and that is driving their underlying business. This matters because Camping World and LCI Industries are two high-yielding stocks on track for sustainable dividend increase cycles and they both trade at deep values relative to other high-yielding names in the market. The caveat is that all RV names are trading at deep values r...
ValueWalk
Camping World Holdings (NYSE:CWH) gained 21 spots this week to finish 5h on Fintel’s United States Short Squeeze Screener and Leaderboard. Camping World shares have seen a rollercoaster of a ride since initially floating on the New York Stock Exchange back in 2016 where the IPO was first priced at $22. The first year post listing saw the stock rally over 100% to trade over $45 by the start of 2018. In the two years that followed, the stock entered a strong bear trading pattern with shares losing up to 90% of their value from the peak, falling below $5 per share. Q1 2022 hedge fund letters, con...
ValueWalk
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