Jim Lebenthal Sells Trimble Navigation Limited, Buys Winnebago Industries, Inc.

In a contest for the best trader among

traders, Jim Lebenthal revealed that he decided to sell

and buy

.

didn't live up to his expectations and it now has a series of missed earnings. Lebenthal feels that it is time to move out from that trade. Lebenthal likes

because it has a good balance sheet with a lot of cash, which allowed the company to institute a dividend. He sees a catalyst for the stock in temporary labor costs that were a reason why the company missed on earnings expectations last month.