I will try to discuss more of my thesis tonight
THO: Thor Industries, Inc. Common St
Price = $31.50
Short as a percentage of float = 15.30%
this in the face of 2011 positive insider buying, improved valuation based on EV/Sales, CF/EV, 22.40% quartery YOY revenue growth, stable share count
BWS Brown Shoe Company, Inc. Common
Price = $10.31
Short as a percentage of float = 18.90%
2011 positive insider buying, improved valuation based on EV/Sales, 6.80% quartery YOY revenue growth, stable share count
additional thoughts and ideas based on the same theme tonight or tomorrow
