Stocks to watch on Thursday: Camping World (CWH) - the RV company continues to struggle as the Gander Outdoor buildout has corresponded with weak sector sales. The combination has hit numbers and frustrated investors. Camping World cut 2019 EBITDA targets again into the low $200 million range with a stock valuation of only $750 million now. Ultimately, when the RV sector improves and Camping World has the business fully integrated, the stock rallies to the old highs above $45 and likely higher due to market share gains and the creation of a national brand. Camping World is a story stock so the timing of the turnaround is difficult to predict. Lyft (LFYT) - the rideshare company had blowout Q2 numbers in comparison to forecasts. The problem is that Lyft still produced a $204 million EBITDA loss and the stock has a market valuation of $17.5 billion. The industry still hasn't figured out how to make a profit and the high costs of drivers hasn't changed. The move forward of the lockup expiration to August 19 will further pressure the stock with 258 million shares available for sale in weeks. Cronos Group (CRON) - the Canadian cannabis company has a market valuation near $5 billion and just printed quarterly revenue of $10 million. Avoid this stock until they spend the $2.3 billion cash hoard on distressed assets versus some of the over priced assets on the market now. The stock appears set to stay in the current downtrend that started back in March. Disclosure: Long CWH