We’ve been waiting for Drew Industries (NYSE: DW) to hit a speed bump so that we could recommend the stock at a lower price but it shows no sign of slowing down. Even at this level the stock offers at least a 30% upside to investors.

The manufacturer of RV and motor home parts has been on a tear. Drew’s earnings grew 25% in 2015 and exploded 76% in the first quarter due to a more profitable product mix. That leap in margins and the break out in trading volume on May 9 brought Drew to the attention of Profit Catalyst Alert.

A bundle of recent acquisitions expands Drew’s reach to the lucrative aftermarket, feeding demand for upgrades and replacement parts.

A bubble of baby boomers hitting the open road of retirement with jazzed up RVs and a trend of popularity with younger buyers is boosting unit sales. Drew multiplies that growth by supplying an increasing number of parts per vehicle.

Drew trades for a PE of 15 despite average earnings’ growth of 26%. We especially like that Drew wins no matter which RV manufacturer takes market share.

Target $100