Winnebago Industries Inc (WGO-N)

(A Top Pick Jan 24’16, Up 67%) He trimmed a little because it was getting too big in his portfolio. They are now getting into non-motorized vehicles. There is still some growth ahead.

(A Top Pick Jan 24/17, Up 75%) It came off a bad report and he trimmed a bit a couple of days ago. It reached his maximum holding for one position. There is a lot of Mom and Pops that are buying these things [RVs].

This company has suffered a little in the last couple of years, but recently in the last 4-5 months, the stock has started to ramp up again. They completed the design of a company called Grand Design, so have started to diversify a little. One of the knocks on the company has been their lack of manufacturing prowess. Great products, but leaving some money on the shop room floor. It is hoped that with Grand Design, and the synergies they bring, that it could be a big win for this company as well. Trading at about 13.5X this year’s and 11.5X next year’s earnings. Very cheap stock. Dividend yield of 1.29%. (Analysts’ price target is $38.60.)