Did you miss "Mad Money" on CNBC? If so, here are some of Jim Cramer's top takeaways.
For his "Executive Decision" segment, Cramer checked in with Bob Martin, president and CEO of Thor Industries (THO) , the recreational vehicle maker with shares that are up 36% so far this year and after a monster 59-cents-a-share earnings beat on a 30% increase in sales.
Martin said that Thor continues to be driven by changing lifestyles and younger demographics embracing all of the things you can do with RVs. He said that RVs aren't just for camping anymore, they're perfect for sporting events, concerts, weekend trips and more.
That's not to say that camping itself is losing any luster. Martin said there are 30 million campers out there and after a certain age, they all appreciate conveniences like a soft bed, air conditioning and being able to bring more of the comforts of home. There's still no better way to see America's national parks than in an RV, he noted.
Finally, when asked about competition from Winnebago (WGO) , Martin explained that Thor derives 75% of sales from travel trailers, while Winnebago is skewed more toward motorized units. But the two remain competitive in a competitive market.
Cramer said that Thor still has lots of room to run.
Over on Real Money, Cramer says demand and supply in the cycle of DRAMs and Flash memory commodities are very complicated. Get more on his insights with a free trial subscription to Real Money.
Cramer and the AAP team say Danaher's (DHR) core sales should trend higher. Find out what they're telling their investment club members and get in on the conversation with a free trial subscription to Action Alerts PLUS.
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