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AFI Reports Q3 Results

|Includes: Armstrong Flooring, Inc. (AFI)

While there were puts and takes, I think the AFI investment thesis is still on track. Revenue growth is dissapointing, but margin expansion is ahead of plan. AFI is up 16% from my original post. See how much upside is left:

Disclosure: I/we have no positions in any stocks mentioned, and no plans to initiate any positions within the next 72 hours.