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For his "Executive Decision" segment, Cramer spoke with Bob Martin, president and CEO of Thor Industries (THO) , the RV and motor home maker with shares that popped 2.5% Thursday after the company posted a monster 31-cents-a-share earnings beat on very strong sales.
Martin said that Thor's strength stems from more younger buyers entering the RV market for the first time. While boomers are still Thor's bread and butter, he said that Gen X and Gen Y buyers are more interested in RVs than ever and they're buying smaller, more affordable units and finding lots of new ways to use them.
RVs aren't just for camping anymore, Martin noted, as they're perfect for weekend getaways and tailgating at your favorite sporting events. Many people in the paths of the recent storms in Texas and Florida used their RVs to get out of harm's way.
Martin added that today's RVs are packed with electronics, including multiple TVs and smartphone apps to control just about every function.
Cramer said he's still a believer in the Thor story and would use any weakness to be a buyer.
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