We expect to hear that Harley-Davidson sales were up nicely during the quarter since we had known that January and February sales were up 10%.
It back-end loads the full (year) shipment increase. Now, (second-half) shipments will have to be an aggressive 9-11 percent (higher) to stay within ... guidance.
The financing is questionable, but it's an interesting idea because Trump properties in Atlantic City were projects taken over by previous owners.
We don't think the increase of 10% in sales represents a trend that we will see for the full year. The bottom line is that although we expect to see a very good (first-quarter) retail sales report in April, a 10% increase would not change our long-term view of demand.