Audiovox (VOXX)

[littlefish]

VOXX still looks relatively cheap once they make this sale but I'll want to know which way the captain wants to steer the ship in Q1 CC. I'm expecting a weakish Q1.

Have you looked at AT before? Very competitive IPP market but their cash flows and assets make it look relatively attractive right now. Going to be a long term deal though unless they get a pop on next Q's #s which should be decent with a settlement. The mid term negatives seem priced in at these levels although there are a ton of variables. Management is good and open.

All IMO only.