Camping World: Cyclical Rebound with Attractive Valuation and Dividend

27 days ago

SPEAKER_03

"Yeah, I'm going to start with the same two letters, but I'm going to drive in an entirely different direction. I'm going with Camping World, ticker symbol C-W-H. It's the country's leading retailer of recreational vehicles... It just sold a record number of units in its latest quarter. It posted its strongest quarterly profit in more than two years. It also pays a generous quarterly dividend, currently yielding just above 3%."

Camping World is presented as a trade candidate based on its market leadership in RV retail, cyclical recovery with record sales and profits, and attractive valuation at a multiple of about three times its 2021 earnings. The dividend yield and potential for special dividends add income appeal, while its ability to acquire smaller competitors during industry downturns supports a bullish long-term narrative.

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