A portfolio of 8 stock picks from the edge

In addition to the eponimous bowling equipment, Brunswick (BC) is also a major manufacturer and marketer of recreational boats. With the consumer on the ropes, cutting back on boat purchases seems like an obvious choice. In the most recent quarter, revenues from the boat segment declined 6%.

Counterargument: One of the other candidate stocks was similarly situated Winnebago, manufacturer of recreational vehicles. If you compare a one year chart of BC and WGO, you’ll see that they’ve taken the escalator down in lock step. But while RV sales have declined by 40%, boat sales are down by 6%? Side by side, I decided to choose the boat company.

• 52 Week High Price: $28.35
• Recent Price: $13.11
• Decline from 52 Week High: 54%

Chart courtesy of StockCharts.com