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

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Manage episode 438470691 series 2536262
Content provided by Morningstar. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Morningstar or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://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

281 episodes

Artwork
iconShare
 
Manage episode 438470691 series 2536262
Content provided by Morningstar. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Morningstar or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://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

281 episodes

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