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Opinions Andy Nasr
Harley DavidsonHOGTOP PICKMar 19, 2015
Andy NasrStock price when the opinion was issued
As of Aug 21, 2026. Market Open.
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Premium contentOur PAST TOP PICK with HOG has triggered its stop at $42. To remain disciplined, we recommend covering the position at this time. This will result in a net investment gain of 18%, when combined with our previous recommendation to cover half the position.
Premium contentOur PAST TOP PICK with HOG has achieved its objective at $48.50. To remain disciplined, we recommend covering half the position at this time and trailing up the stop (from $34) to $42. If triggered, this would result in a net investment gain of 18%, when combined with this recommendation to cover half.
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Premium contentPremium contentPremium contentPremium contentShe likes this. It has had its hiccup’s here and there. They continue to expand and they try new areas. They have put a lot of effort into trying to develop a motorcycle for city use. Motorcycles are going to stay popular, and this one is best of breed. You can’t really go wrong with this.
(A Top Pick March 19/15. Down 16.7%.) Sold his holdings in June. Recreational vehicle sales tend to be very highly correlated with employment and household formation, which have both been strong. What really affected them was the US$, as they derive about 25% of their sales from outside of the US, but manufacture everything in the US.
Likes it because the valuation is a lot more compelling than it has been. The stock came under pressure with concerns of a higher US weighted dollar. He thinks the concerns are overblown. It is consumer spending and household formation in the US that will drive it. The entry point is very attractive.