4-Star Stocks Poised to Pop: Drew Industries

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Based on the aggregated intelligence of 130,000-plus investors participating in Motley Fool CAPS, the Fool's free investing community, recreational-vehicle parts maker Drew Industries (NYSE: DW) has earned a respected four-star ranking.

With that in mind, let's take a closer look at Drew's business, and see what CAPS investors are saying about the stock right now.

Drew facts 

Headquarters (founded)	White Plains, N.Y. (1962)
Market Cap	$154.3 million
Industry	Auto Parts and Equipment
TTM Revenue	$510.5 million
Management	CEO Fredric Zinn (since January 2009) CFO Joseph Giordano, III (since May 2008)
Return on Equity (average, last three years)	12.9%
Competitors	Tomkins Industries Dexter Axle
CAPS members bullish on DW also bullish on	Microsoft (Nasdaq: MSFT) Buffalo Wild Wings (Nasdaq: BWLD) Portfolio Recovery Associates (Nasdaq: PRAA)
CAPS members bearish on DW also bearish on	General Motors (NYSE: GM) iRobot (Nasdaq: IRBT) Morgan Stanley (NYSE: MS)

Sources: Capital IQ, a division of Standard & Poor's, and Motley Fool CAPS. TTM = trailing 12 months.

Over on CAPS, fully 435 of the 473 members who have rated Drew -- some 92% -- believe the stock will outperform the S&P 500 going forward. These bulls include SkinInvest and TMFmrquakeroats.

In January, SkinInvest touched on the supertrend working in Drew's favor: "Baby boomers are hitting that ripe old retirement age soon and this stock is cheap right now!"

In a more recent pitch from last month, TMFmrquakeroats breaks down the bargain for our community:

As we're getting deeper in to the recession and [Drew] gets cheaper and cheaper relative to normal long-term earning power, the better pop this stock will get when we finally hit bottom. [Drew] is certainly capable of earning well over $1.00 per share in a more "normal" or stable economy. The stock is selling for $7/$8. That's just cheap, so I'm happy to label [Drew] a solid outperform.

What do you think about Drew Industries, or any other stock for that matter? Make your voice heard on Motley Fool CAPS today. More than 130,000 investors are waiting to hear what you have to say. CAPS is 100% free, so simply click here to get started.