There are a couple very real threats that could derail TITN's business model which, let's face it, is pretty much based entirely on dealership acquisition. Those threats being:
1) Higher interest rates. Titan has a billion dollars in debt itself and higher rates would also curb end user purchases obviously.
2) If ethanol mandates are lifted anywhere, as being discussed (and it should be), crop prices fall and of course we know what that means.
I hope your right. I have a feeling that earnings will be very good with the great crops in the high plains along with record prices. Dont forget the fiscal cliff fears that got many to spend lots of money before Jan 1 to take advantage of tax breaks. Been long a while here and hoping it pays. We need more chatter on this board!!!!