Sectors

Companies Followed

APOL	ARC	AYI
BCO	BGG	COCO
CSGP	ESI	GCA
HNI	HUBB	HURN
IPSU	KNL	LOOP
MLHR	NILE	OPEN
RGR	SIG	SWHC
THQI	TTC	TWPG
WPO	WWE	XOXO
ZIPR

The Library

OPEN: When Did This Become a Cost-Cutting Story? Peak EPS Could Be Closer Than You Think

Posted February 8th, 2012

OPEN: Stock Rips As the Company Loses Share in Euro., Faces Increased Competition in the US, 4Q11 Should Show More Sign Posts of Our Short Thesis

Posted February 7th, 2012

BCO: The North American Grind Continues, Value Without Catalysts, Just a Compelling Emerging Markets Growth Story

Posted February 3rd, 2012

THQI: Cost Cuts Likely Take Liquidity “Crunch” Off the Table and Are Bigger Than You Think, Option Value Remains with “The New THQI”

Posted February 3rd, 2012

COCO: What is COCO Doing Wrong?

Posted February 1st, 2012

BGG/TTC: BGG, This Needed to Happen, Now the Stock Becomes Even More Compelling

Posted January 27th, 2012

ESI: 4Q11 EPS Beat Belies Significant Operational Red Flags

Posted January 26th, 2012

For-Profit EDU: Will Winter Term/4Q11 Results Represent an Inflection Point for the Industry? Checks with Private Institutions Suggest Otherwise

Posted January 25th, 2012

BGG/TTC: BGG 2Q12 Preview, Highlights from Proprietary Outdoor Power Equipment Dealer Survey, Still Favor Long BGG/Short TTC

Posted January 25th, 2012

For-Profit EDU: As the Focus Turns To “Brand and Price”, The 12 Issues That Will Matter Most in For-Profit Postsecondary Education in 2012

Posted January 24th, 2012

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Current Ideas

Ticker	Trade	Target
APOL	Short	$35
ARC	Long	$12.50
BCO	Long	$40.00
BGG	Pair - Long BGG/Short TTC	25%
COCO	Short	$0
ESI	Short	$40
GCA	Long	$6
MLHR	Short	$22
OPEN	Short	$30.00
THQI	Long	$3.5
TTC	Pair - Long BGG/Short TTC	25%
WPO	Short	$275
WWE	Long	$16.00
XOXO	Long	$13

Most Popular Reports

IPSU - US Sugar Market Update, Revising FY10 Estimates, Evaluating IPSU's Potential Suitors

We Thought the Repayment Rate Data Would Be Bad, It Was Worse - After "Black Monday" What Will Be the Lingering Question.....

A "Must Read" Report for Any Investor in the For-Profit Education Sector Heading Into 1Q10 Earnings Season

MLHR: The Theme In the Office Furniture Market Appears to be Stagnation More than Acceleration

Can AYI's 2Q10 Results Justify the Run-up in the Stock? What Channel Feedback Tells Us - Closing Out Our Long AYI/Short .....

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