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Boating Season Is Over, but Don't Overlook These Recreational Vehicle Stocks

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Contenido proporcionado por Morningstar. Todo el contenido del podcast, incluidos episodios, gráficos y descripciones de podcast, lo carga y proporciona directamente Morningstar o su socio de plataforma de podcast. Si cree que alguien está utilizando su trabajo protegido por derechos de autor sin su permiso, puede seguir el proceso descrito aquí https://es.player.fm/legal.

Senior equity analyst Jaime Katz with Morningstar Research Services discusses consumer demand for recreational vehicles and the impact interest rate cuts could have on the industry. She breaks down Morningstar's outlook for Polaris and Malibu Boats, two undervalued manufacturers that have long-term growth potential.
How Consumer Demand in the Recreational Vehicle Industry Has Evolved

What Factors Are Impacting Recreational Vehicle Companies?

How Interest-Rate Cuts Affect Consumer Demand for Recreational Vehicles

Is Recreational Vehicle Demand Correlated with Oil Prices?

How Wealth and Market Activity Impact Consumer Behavior

What’s Behind Polaris and Malibu Boats’ Competitive Advantage?

Polaris Stock Outlook

Malibu Boats Stock Outlook

Read about topics from this episode.

Stalled Boat Demand Leads to Profit Pressure at Malibu Despite Innovative Product Launches

Holiday Visibility Low for Narrow-Moat Bath & Body Works as Consumers Spend With Caution

The 10 Best Companies to Invest in Now

Malibu Boats Stock

What to watch from Morningstar.

5 Ways to Improve America’s Retirement Savings

Mutual Funds Turn 100. Can Investors Still Count on Them?

Too Many Investment Accounts? Here’s How to Reduce the Clutter

Now’s the Time to Diversify Beyond Magnificent Seven Stocks

Read what our team is writing:

Margaret Giles

Jaime Katz

Follow us on social media.

Facebook: https://www.facebook.com/MorningstarInc/

X: https://x.com/MorningstarInc

Instagram: https://www.instagram.com/morningstar...

LinkedIn: https://www.linkedin.com/company/5161/

  continue reading

387 episodios

Artwork
iconCompartir
 
Manage episode 438466638 series 2753
Contenido proporcionado por Morningstar. Todo el contenido del podcast, incluidos episodios, gráficos y descripciones de podcast, lo carga y proporciona directamente Morningstar o su socio de plataforma de podcast. Si cree que alguien está utilizando su trabajo protegido por derechos de autor sin su permiso, puede seguir el proceso descrito aquí https://es.player.fm/legal.

Senior equity analyst Jaime Katz with Morningstar Research Services discusses consumer demand for recreational vehicles and the impact interest rate cuts could have on the industry. She breaks down Morningstar's outlook for Polaris and Malibu Boats, two undervalued manufacturers that have long-term growth potential.
How Consumer Demand in the Recreational Vehicle Industry Has Evolved

What Factors Are Impacting Recreational Vehicle Companies?

How Interest-Rate Cuts Affect Consumer Demand for Recreational Vehicles

Is Recreational Vehicle Demand Correlated with Oil Prices?

How Wealth and Market Activity Impact Consumer Behavior

What’s Behind Polaris and Malibu Boats’ Competitive Advantage?

Polaris Stock Outlook

Malibu Boats Stock Outlook

Read about topics from this episode.

Stalled Boat Demand Leads to Profit Pressure at Malibu Despite Innovative Product Launches

Holiday Visibility Low for Narrow-Moat Bath & Body Works as Consumers Spend With Caution

The 10 Best Companies to Invest in Now

Malibu Boats Stock

What to watch from Morningstar.

5 Ways to Improve America’s Retirement Savings

Mutual Funds Turn 100. Can Investors Still Count on Them?

Too Many Investment Accounts? Here’s How to Reduce the Clutter

Now’s the Time to Diversify Beyond Magnificent Seven Stocks

Read what our team is writing:

Margaret Giles

Jaime Katz

Follow us on social media.

Facebook: https://www.facebook.com/MorningstarInc/

X: https://x.com/MorningstarInc

Instagram: https://www.instagram.com/morningstar...

LinkedIn: https://www.linkedin.com/company/5161/

  continue reading

387 episodios

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