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Don Dion
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Don Dion (donalddion@gmail.com, @DRDInvestments) is the owner and Chief Investment Officer of DRD Investments, LLC, based in Naples, FL. and Williamstown, MA., a family office focused on managing a long/short hedge fund, real estate assets, venture capital, and various other financial assets for... More
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  • The Short Case For Thor Industries, Inc. 0 comments
    Dec 24, 2012 9:57 AM | about stocks: THO, HLF

    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.

    Stocks: THO, HLF
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