Thor and the stock market

[taylorbob1]

Here’s the Thor interview:

https://www.cnbc.com/video/2020/06/0...-pandemic.html


Here’s the Winnebago interview:

https://www.cnbc.com/video/2020/06/2...and-boats.html

[Judge]

Just reported on Fox Business......

RV's sold in the US during June 2020: 40,462 (45% increase over May 2020)

First Time Buyer: 50 - 80% of New RV Sales

Growing Market Segment: 25 - 40 year old (largest percentage of first time buyers).

Thor's Stock: $116

[Pete'sMH]

I think there’s going to be a lot of used machines on the market in the next year or so as people figure out that RVing isn’t quite as easy as it looks. Some people will discover a new traveling passion/lifestyle but many are likely to go the other way!

[Judge]

I agree......

Some folks are going to find out there is a lot more work to it than going to a hotel. They aren't going to be prepared for....

- The joys of dumping
- Being in a confined space for a long period of time if the weather goes south
- Driving through narrow and confined spaces
- Backing up and parking
- The downside of the great outdoors... bugs... snakes.... poison ivy
- If pulling a camper, underestimating the vehicle they needed to properly tow it


After a few trip some people will realize it was a good idea but not for them and there will be some lightly used campers and motorhomes on the market.

[lwmcguire]

Boat sales along with RV's in SW MO are setting records

Camp grounds and parks will be very busy in the highly visited areas

Next year will be interesting indeed