lciindustries
LCI Industries had a weak quarter and posted a wider-than-expected loss.Industry normalization is expected to occur this year and help sustain the dividend.Diversification into adjacent industries is helping to soften the downturn.5 stocks we like better than LCI IndustriesLCI Industries (NYSE:LCII) Q4 headline results give reason to worry, but the worry is largely misplaced. The company experienced a sharp contraction in business and a sharper contraction in the margin that hurt results for this quarter but set it up for smoother sailing for the remainder of the year. Q4 2022 hedge fund lette...
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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 ...
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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
LCI Industries Is A Steal At These PricesWe expectedLCI Industries (NYSE:LCII) to do well in Q1 and outperform the Marketbeat.com consensus estimate but even we were surprised by just how strong the results were. The company was able to overcome numerous challenges including rising prices and supply chain hurdles to produce the strongest results on record. The strength is driven by record demand from OEM RV manufacturers that has led not only to sales gains but to market share gains as well. If you are looking for a one-stock-to-rule-them-all investment for the RV industry this one could be it...
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