- BBY had higher sales on low margin items, their earnings are probably going to recover in Q4
- Keep an eye on GME, its actually a next year story
- Second set of Ag plays: SYT, CF, TTC, GIS, MOS
- Summer trades: DECK, ZQK, HMC (jet ski), STZ, COLM
- Final trade: COLM, TRA, DOG, NMX
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