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Stockchase Opinions

Jennifer RadmanLCI IndustriesLCIITOP PICKNov 08, 2017

RVs are not just for the elderly anymore, it's millennials who are loving RVs now. There is a lot of end demand. They’ve done a really good job of expanding their total adjustable markets, essentially the revenue size of the market. They’ve identified another $4 billion or so of a $2+ billion base, which enables them to really grow in value. There are a lot of positive things with this. Being a leader and an innovation leader, it has the ability to move higher. Dividend yield of 1.9%. (Analysts' price target is $130.)

$115.75

Stock price when the opinion was issued

$93.06

As of Jun 12, 2026. Market Open.

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Will benefit from lower interest rates. LCII has not done as well as peer, Thor, but thinks LCII can catch up.

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Will benefit from summer vacation season. They report tomorrow after pre-releasing very promising early numbers. Given this picky earnings season, this could still sell off even with a strong report. Trades at only 15x 2022 earnings estimates. Pays a solid 2% dividend. If this does sell off, buy.