Buy Me a Boat: Hurricane Edition

A few of our Members flagged Brunswick Corporation as an intriguing play in its own right a while back. The stock ran into July but has been pulling back ever since. 

Now, however, we are seeing interesting strength today as the stock attempts to break its recent downtrend higher. 

One main reason why the strength today piques our interest is because the firm is a recreational/leisure boating play. And we know Hurricane Irma is barreling down on the Bahamas, the Keys, and south Florida itself. 

Without question, those areas feature plenty of leisure boats. Unfortunately, we are likely to see quite a bit of damage in those areas, and many boats may need to be replaced. 

So just as we have been profiling the recreational vehicle plays for Harvey like CWH PII WGO, Brunswick may be the play for Irma. 

More on the broad market in my usual Midday Video for Members.