LCI Industries

LCI Industries supplies an array of components for the original equipment manufacturers in the recreation and industrial product markets, consisting of recreational vehicles and adjacent industries including buses; trailers used to haul boats, livestock, equipment and other cargo; trucks; boats; trains; manufactured homes; and modular housing. The company also supplies components to the related aftermarkets of these industries, primarily by selling to retail dealers, wholesale distributors and service centers. The company's products include steel chassis and related components, axles and suspension solutions, slide-out mechanisms and solutions, and thermoformed bath, kitchen and other products.
  • TickerLCII
  • ISINUS50189K1034
  • ExchangeNew York Stock Exchange
  • SectorLeisure Goods
  • CountryUnited States

LCI Industries: 1 director sold

A director at LCI Industries sold 1,818 shares at 127.660USD and the significance rating of the trade was 77/100. Is that information sufficient for you to make an investment decision? This report gives details of those trades and adds context and analysis to them such that you can judge whether these trading decisions are ones worth following. Included in the report is a detailed share price chart which plots discretionary trades by all the company's directors over the last two years clearly showing Close periods where trading activity is restricted under listing rules. The names of board...

Valens Research

Valens Equity Insights and Inflections - 2020 06 30

ADS currently trades at a historical low relative to Uniform earnings, with a 6.2x Uniform P/E (Fwd V/E′). At these levels, the market is pricing in expectations for Uniform ROA to decline from 61% in 2019 to a 17% trough in 2024, accompanied by 8% Uniform asset shrinkage going forward. Meanwhile, analysts have less bearish expectations, projecting Uniform ROA to fall to 35% in 2020, driven by coronavirus headwinds, before recovering to 50% in 2021, accompanied by 13% Uniform asset shrinkage. Moreover, management is confident about customer payments, their liquidity, and their ability to pay t...

Valens Research

LCII - Embedded Expectations Analysis - 2020 06 26

LCI Industries (LCII:USA) currently trades near historical highs relative to UAFRS-based (Uniform) earnings, with a 29.0x Uniform P/E. Even at these levels, the market has bearish expectations for the firm, but management is excited about vacation trends and their retail sales, and is confident about wholesale demand Specifically, management generated an excitement marker when talking about how they can capitalize on consumers' new vacation normal and when saying that their retail sales were outpacing prior year performance. In addition, they are confident RV OEM retail sales started the year...

Dave Nicoski ...
  • Ross LaDuke

Vital Signs: Actionable charts

In this product we rank the most positive and negative domestic stocks, filter the symbols by market-cap and trading volume, and then divide the companies into sectors and groups. We then manually look through charts leadership/changes, bottoms-up/top-down ideas, short-term patterns that may have long-term significance, etc. We believe you will find this product valuable as significant price and relative moves begin in the daily charts.

Valens Research

Valens Equity Insights and Inflections - 2020 03 31

BSX currently trades below recent averages relative to UAFRS-based (Uniform) Earnings, with an 18.2x Uniform P/E. At these levels, the market is pricing in expectations for Uniform ROA to fade from 30% in 2019 to 23% in 2024, accompanied by 3% Uniform Asset growth. However, analysts have bullish expectations, projecting Uniform ROA to improve to 34% by 2021, accompanied by 1% Uniform Asset growth. In addition, they are confident about their operational revenue growth, brain modulation and SCS portfolios, and the potential of WATCHMAN FLX. Current valuations appear to be pricing in overly beari...

Dave Nicoski ...
  • Ross LaDuke

Vermilion Booster Shots: Attractive bottom-fishing stocks

For investors looking for bottom-fishing candidates; stocks that are breaking downtrends, exhibiting ascending reaction lows, and showing stabilizing relative strength.

Dave Nicoski ...
  • Ross LaDuke

Vital Signs: Actionable charts

In this product we rank the most positive and negative domestic stocks, filter the symbols by market-cap and trading volume, and then divide the companies into sectors and groups. We then manually look through charts leadership/changes, bottoms-up/top-down ideas, short-term patterns that may have long-term significance, etc. We believe you will find this product valuable as significant price and relative moves begin in the daily charts.

Dave Nicoski ...
  • Ross LaDuke

Vital Signs: Actionable charts

Key Points: • A number of Banks and Thrifts are developing price and/or RS reversals. (ex. BHLB, OFG, STL, CHFC, CPF, GWB, PPBI, HOPE, MTB,CBSH) • Money management/Capital markets and Insurance names remain leadership in the Financial Sector. (ex. AMP, NAVI, PMT, JEF, JRVR, and MCY.

Dave Nicoski ...
  • Ross LaDuke

Vital Signs: Actionable charts

Key Points: • A few Consumer Discretionary names continue to act well. (ex. UA, WHR, ELY, RRGB, SHAK, BOOT, ROST, WSM, and COTY) • The decline in oil prices may be helping some of the airlines. A few of them are near potential reversal points (ex. AAL and UAL) • Attractive Technology names include: (ex. UCTT, SEDG, FSLR, and TTEC)

LCI Industries: 1 director sold

A director at LCI Industries sold 1,818 shares at 127.660USD and the significance rating of the trade was 77/100. Is that information sufficient for you to make an investment decision? This report gives details of those trades and adds context and analysis to them such that you can judge whether these trading decisions are ones worth following. Included in the report is a detailed share price chart which plots discretionary trades by all the company's directors over the last two years clearly showing Close periods where trading activity is restricted under listing rules. The names of board...

Valens Research

Valens Equity Insights and Inflections - 2020 06 30

ADS currently trades at a historical low relative to Uniform earnings, with a 6.2x Uniform P/E (Fwd V/E′). At these levels, the market is pricing in expectations for Uniform ROA to decline from 61% in 2019 to a 17% trough in 2024, accompanied by 8% Uniform asset shrinkage going forward. Meanwhile, analysts have less bearish expectations, projecting Uniform ROA to fall to 35% in 2020, driven by coronavirus headwinds, before recovering to 50% in 2021, accompanied by 13% Uniform asset shrinkage. Moreover, management is confident about customer payments, their liquidity, and their ability to pay t...

Valens Research

LCII - Embedded Expectations Analysis - 2020 06 26

LCI Industries (LCII:USA) currently trades near historical highs relative to UAFRS-based (Uniform) earnings, with a 29.0x Uniform P/E. Even at these levels, the market has bearish expectations for the firm, but management is excited about vacation trends and their retail sales, and is confident about wholesale demand Specifically, management generated an excitement marker when talking about how they can capitalize on consumers' new vacation normal and when saying that their retail sales were outpacing prior year performance. In addition, they are confident RV OEM retail sales started the year...

Dave Nicoski ...
  • Ross LaDuke

Vital Signs: Actionable charts

In this product we rank the most positive and negative domestic stocks, filter the symbols by market-cap and trading volume, and then divide the companies into sectors and groups. We then manually look through charts leadership/changes, bottoms-up/top-down ideas, short-term patterns that may have long-term significance, etc. We believe you will find this product valuable as significant price and relative moves begin in the daily charts.

Valens Research

Valens Equity Insights and Inflections - 2020 03 31

BSX currently trades below recent averages relative to UAFRS-based (Uniform) Earnings, with an 18.2x Uniform P/E. At these levels, the market is pricing in expectations for Uniform ROA to fade from 30% in 2019 to 23% in 2024, accompanied by 3% Uniform Asset growth. However, analysts have bullish expectations, projecting Uniform ROA to improve to 34% by 2021, accompanied by 1% Uniform Asset growth. In addition, they are confident about their operational revenue growth, brain modulation and SCS portfolios, and the potential of WATCHMAN FLX. Current valuations appear to be pricing in overly beari...

Valens Research

LCII - Embedded Expectations Analysis - 2020 03 25

 LCI Industries (LCII:USA) currently trades well below corporate averages relative to UAFRS-based (Uniform) Earnings, with a 13.3x Uniform P/E. At these levels, the market has bearish expectations for the firm, and management appears concerned about sales declines, their marine and cargo portfolio, and the potential of new products  Specifically, management may be concerned about declines in North American RV OEM sales. Moreover, they may be exaggerating the progress of their CURT integration, the breadth of their marine and cargo OEM product portfolio, and the potential of their cargo mana...

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