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$FIVE unlocks today Jan 15, 2013
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Possible that THO will be under pressure today and follow in HLF's footsteps because the Street is very interested in short stories Dec 24, 2012
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Seeking Alpha readers need to check out the Shortzilla.com article on the issues at LRN published by SA on Friday. Thoughtful analysis. Sep 16, 2012
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FIVE Unlocking Today Could Put Pressure On Price
The lock up period is over for FIVE today.
The stock may come under pressure today for several reasons: 1) There are several VC and PE firms that can now sell a very large amount of stock, 2) There are many insiders in management that can now sell, 3) stock has run up since pricing so insiders may be inclined to sell, 4) Academic studies show that IPOs with quality underwriters tend to react negatively on the unlock day, 5) The price has been trending down recently in anticipation of today, 6) Volume has also been building while the price has been declining.
Disclosure: I am short FIVE.
The Short Case For Thor Industries, Inc.
Elevator Pitch
Thor Industries may see it's stock under pressure today. Bill Albert who is a senior editor at Barrons wrote a bearish article in this week's edition detailing the fact that THO has been selling more recreational vehicles to its dealers than the dealers have been selling to its customers. This phenomenon has been going on now for over a year. Mr. Albert also cites Mark Roberts who has recommended shorting THO. Mr. Roberts firm has proved correct in 80% of its sell recommendations since 1995 according to Bill Albert.
I think it is possible that THO will be under pressure today and follow in HLF's footsteps because the Street is very interested in short stories right now and Monday will be a light trading day causing more downside volatility for a stock that has a negative Barron's story around its neck.
Disclosure: I am short THO.
JACK Gets Nice Upgrade
After B of A gets downgraded by Moody's, it's analyst upgrades Jack in the Box two notches!
Disclosure: I have no positions in any stocks mentioned, but may initiate a long position in JACK over the next 72 hours.