- Thor Industries has been a prime beneficiary of the pandemic, as the real positive impact is only seen in the most recent quarters.
- The new boom brings much needed profits to eliminate leverage following the 2018 purchase of Erwin Hymer, and provides firepower for new deals.
- I love the long term track record as the company has done reasonably well after a few transition years.
- A recent pullback in these shares looks quite compelling as I look to expand an existing long position at on dips from here.
For further details see:
Thor Industries - Join The Adventure