Opinions Colin Stewart
Brunswick Corp.BCPAST TOP PICKMar 05, 2010
(Top Pick Aug 20/09, Up 47.73%) Still likes it and still has the short position.
Colin StewartOwned
$11.54
Stock price when the opinion was issued
$80.40
As of Jun 05, 2026. Market Open.
household goods
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BUY
Like Thor, BC this has slid unfairly this year. Covid winners are unfairly pigeonholed as reopening losers. Brunswick's boats remain in high demand. Covid has given them not only a boost during the pandemic but represents a long-term game-change as Brunswick enjoys strong demand and back orders. Add to this excellent managers.
household goods
STRONG BUY
Last year's lockdown winners are perceived to be one-time winners as we reopen. Not so with BC. We're on the verge of the great outdoors season. Last week, they posted nearly 50% revenue growth, but shares barely budged though it made a new high today. They expanded capacity but still can't meet demand. There'll remain a boat shortage. It sells below next year's 13x earnings--cheap. It's a screaming buy, a secular grower.
household goods
BUY
Yesterday, this boat maker reported the latest in a string of blowout reports, with a huge top and bottom line beat with nearly 50% revenue growth and over 100% earnings growth YOY. There's a huge boat shortage in the U.S. Even adding production doesn't meet demand. BC raised its forecast for 2021 and 2022 from $7 to $8.25-8.75.
household goods
PAST TOP PICK
(Top Short Aug 20/09. Down 83.90%.) Still sticking with it. Has a very small position. If the market weakens, this is one that will come off.
Colin StewartOwned
household goods
PAST TOP PICK
TOP PICK
Top Short A classic case of a very economically sensitive business. Share prices up about 100% this year. Won't generate any earnings this year or 2010. People are evaluating it on the hopes of earnings in 2011, which has a 20X earnings multiple. Fair amount of debt on its balance sheet.
Colin StewartOwned
household goods
