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Did you miss last night's "Mad Money" on CNBC? If so, here are Jim Cramer's top takeaways.
Silvers first commented on his company's recent deal to acquire assets from CNL Lifestyle and help another company, Och-Ziff Capital Management (OZM) , finance the purchase of the assets EPR is not interested in. He said that the CNL shareholder vote will be happening early next year and the deal will be accretive. Silvers expects many CNL shareholders to hold onto their EPR shares, but noted that EPR will consider a stock buyback if necessary.
Once completed, Silvers said that EPR will be the leader in recreational experiences, with about 10% of their properties being ski resorts.
Silvers was also bullish about EPR's charter school portfolio, which should be getting a tailwind from the Trump administration, and also their casino properties. He noted that their Top Golf properties also continue to see success.
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Thor Industries(THO) - Get Report : Cramer spoke with Bob Martin, president and CEO of Thor Industries(THO) - Get Report , the RV maker with shares that rose 12.6% today after the company posted a 26-cents-a-share earnings beat. Shares of Thor are up over 82% for the year.
Martin said that the RV market has typically been cyclical and investors were never quite sure when the upswing would occur. But Thor has seen strong growth and expects that to continue for many years.
Martin attributed that growth to a wave of younger customers that are being attracted by innovative new products and lower price points. He said younger people are finding new uses for RVs, from attending their kids' soccer games in style to tailgating and other events. Once a customer starts camping in an RV, they tend to stick with it, Martin said, and upgrade to bigger and better vehicles as they age.
Martin addressed the need for more luxury campgrounds and destinations by saying that as more and more people get into camping, those destinations will be built.
Cramer said that Thor shares are not done and have room to move higher.
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At the time of publication, Cramer's Action Alerts PLUS had positions in CMCSA and WFC.