Raymond James analyst Budd Bugatch tells investors in a research note the trade argument between the U.S. and China and the resulting tariffs are providing a new "headache" for Outperform-rated Lumber Liquidators at a time when its leadership was beginning to focus exclusively on operating, growing, and improving its business. Bugatch says management noted in its 2018 10-K that it sourced about 47% of its products from China last year, and sees potential proactive actions with vendors and/or merchandise prices to offset tariffs. He thinks most of the bad news about tariffs has been priced-in by the "skittish" market.