Word: woodmark
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Dates: during 2000-2009
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MUHLENKAMP: We own American Woodmark. It makes replacement kitchens sold through Home Depot and Lowe's. We own Whirlpool. It has washing machines priced three times what a standard washing machine is, and they are selling fast. There's a big difference in margins at the top end. This past recession Harley-Davidson sales didn't fall off, and Winnebago came through in great shape. We own both of those stocks...
...notes that many new Harley purchasers are in their late 50s. The average age is 46. A lot of folks want one after they finish with tuition and the mortgage, he says. He likes Polaris Industries, which makes all-terrain vehicles, snowmobiles and Jet Skis, and American Woodmark, which makes cabinets that go in remodeled kitchens...
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