Sell Drew Industries (NYSE: DW) for a 35% gain in six months. The stock traded above my $100 target last week so we are booking this gain.

 I recommended Drew on June 1 based on the company’s strong position supplying parts for RV’s. The company has delivered with earnings growth of 70% last quarter.

I still love the secular trends driving demand for lower priced RVs by younger buyers but think the stock may take a breather as dealers enter the quiet winter season.

Subscribers who do not want to sell out today can use a $98 stop loss on their holdings.