Reddit Posts
Mentions
Watching: Symbiotic, Corteva/Spinco, Enbridge (good dividends), AT&T (long term —- energy via WEC), WEC Energy, Mosaic Company, Intrepid Potash, Lippert Components (LCII), THOR, WeRide Inc, PureCycle Technologies (PCT), PureCycle Corp (PCYO), Barrick Mining, Western Digital Co (WDC)—-started watching WDC in autumn 2025 at $85…it’s at $215 now. Favorite 10-Q/8-K of these are Symbiotic, The Mosaic Company and WEC.
Gotta give credit where credit is due man. Thanks for idea on shorting RV industry. Have done great shorting LCII, THO, and CWH. RV industry seems to be getting hammered. Curious if boats will follow.
January puts on the RV industry. THO WGO CWH LCII PATK
Recreational vehicles: LCII WGO CWH THO PII etc. with decent dividends go down several weeks in row. Why is this trend ? How far they fall
oof thats risky. id say RKT $12.49s EOW cuz theyre the same price as $11.99s and further OTM, but you need something faster. maybe LCII $115s, youll lose 95% immediately off the spread alone.
REVG, THO, PATK, LCII if anyone needs to compare the space for confirmation bias on the mad hummer DD.