Also in the RV world, Forest River manufacturers both Coachman RVs and Pontoon boats under the Berkshire and South Bay brands. Since 2005, the company is owned by Berkshire Hathaway (BRK.A) (BRK.B). And the largest public company in this segment is Thor Industries (THO - Get Report), which makes RVs and commercial transportation vehicles. Thor made 31 cents a share last year and is expected to earn $1.88 in 2010 and $2.41 in 2011. Thor also has a strong balance sheet, with $143 million in cash and short-term investments and zero long-term debt. Thor might be the best place in this recreational segment.
My top picks for our Stockpickrs in each of those categories that I mentioned above are:
|Who Owns Brunswick?|
Twitter and become a fan on Facebook.