Booms, Busts, and Recoveries Message Board

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Strategies & Market Trends : Booms, Busts, and Recoveries

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To: energyplay who wrote (62018)	4/15/2005 7:27:34 AM
From: Slagle	Read Replies (1) of 74559

Energyplay, I shorted PII (Polaris) on the HDI (Harley) earnings. Polaris is bound to be getting some stiff competition from Chinese 4-wheelers (ATV's) from Eton and a whole bunch of no-name Chinese ATV's that people are literally selling on the side of the road. Polaris is also trying to go after Harley in the cruiser big bike market and there are so many people doing this I just don't see it. Polaris does make a good 4-wheeler that farmers and hunters like but that market is bound to suffer too. I'm a bike guy and don't like Harley or Polaris so maybe I am letting this get personal. Still, I think its a good short. Slagle

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