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dazzle1

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  1. dazzle1
    LONG: ENT MTN CST EGL WAIR WU LNG NRF SPR URI BID CWH TFSL SHORT: WIN TRN PRAA AFSI SNCR RP THO LL WBMD WFM FNGN BBY
  2. dazzle1
    Thor Industries - THO Channel stuffing like crazy. The company just missed earnings and guidance. That industry is not really growing and there is so much supply of used inventory, dealers are having a hard time selling at SRP, discounting is rampit. Very likely this miss in the next 2 qtrs imho http://online.barrons.com/article/SB50001424052748704379604578185620696969506.html#articleTabs_article%3D1
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