Thor

V

vanzandt

THO
The RV folks.
They reported last night.
Its probably a pretty good buy down here at $121. It hit $128 last night.
I mean they had a beast quarter.
Who knows, they should be up more.
 
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vanzandt said:
THO
The RV folks.
They reported last night.
Its probably a pretty good buy down here at $121. It hit $128 last night.
I mean they had a beast quarter.
Who knows, they should be up more.
More...
They report tonight.
$138.50 now.
Its only been 2 months since their last reporting date. Wonder whats up with that...? Maybe they changed their fiscal year or something.
This one has come too far too fast.
Good short above $141 if they have a good report and the stock runs.
WGO (Winnebago) will be a pin action play too. One direction or the other.
 
Thor reports tomorrow AM.
Its $107ish.
I suspect it will tank.... they are very sensitive to interest rates, labor, and tariffs on metals. A perfect storm.
But who knows. Key in their report will be dealer inventory levels.
 
vanzandt said:
Thor reports tomorrow AM.
Its $107ish.
I suspect it will tank.... they are very sensitive to interest rates, labor, and tariffs on metals. A perfect storm.
But who knows. Key in their report will be dealer inventory levels.
More...

Closed at $89 on Friday.
 
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I like THOR - my strategy with them is to buy a call ratio ahead of earnings. Certainly this time it was a big winner (I even liquidated too early in hindsight) but due to the buffer effect of the short ITM option I usually do ok even if there is no pre-earnings runup. My experience - admittedly from some time ago - of holding through earnings is not so good. The bid-ask spread widens to an ocean and you cannot close even if you were on the right side of the short straddle.
 
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