We added TSCO to our short bias list with the stock pricing in strong results and the threat of Covid19 migrating to rural areas potentially driving sales weakness over a multi month time period. Covid-19 cases have been trending lower in TSCO store counties, and it would take a big reversal to outweigh the sales momentum being signaled by the company. We'll keep an eye on virus case trends, but we see no reason to be short here especially for a name with think is a share winner long term.
