5/31/2011

Bears Tempting Fate with These Highly Shorted Stocks

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

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