Replies to post #66627 on Savvy Trades and Investments

[gilead23]

SLGD not sure what it ultimately means.

Sounds like they want to go to an asset light brand manager with outsourced manufacturing.

Maybe that works and it lowers costs and makes their expense structure more flexible.

I’m not sure I care as I see this as a trade on the resumption of shipments to China in the near term. This probably won’t effect their numbers for a year or more, and one way or another ill be long gone by then.