11.26.07: Leisure Report
2 anaylsts and top management from 4 sector firms examine the leisure segment in this 27 page report from The Wall Street Transcript. Order this Report

  1. Investing in Leisure Companies: Steven M. Wieczynski, Stifel, Nicolaus & Company, Inc.

  2. Outlook for Leisure Companies: James Hardiman, FTN Midwest Securities Corp.

  3. CEO Interviews (average 2,500 words): Top management from 4 sector firms examine the outlook for their firm and sector. Firms interviewed include: FRV Media Inc., Six Flags, Inc., VCG Holding Corp., Winnebago Industries, Inc.

    Topics covered: Rising oil prices - Cruise lines’ earnings - Weak Caribbean markets - Promising outlook - Macau - Gaming revenues - Counter-cyclical gaming stocks - Power sports players - Boat companies - Higher end consumers - ATVs - Snowmobiles - Decreasing motorcycle registrations

    Companies covered: Royal Caribbean (RCL), Carnival (CCL), Harrah’s (HET), International Game Technology (IGT), Las Vegas Sands (LVS), WMS Industries (WMS), Harley-Davidson (HOG), Polaris (PII), Brunswick (BC), MarineMax (HZO), and Cedar Fair (FUN).
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