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TREX: It’s April 29th, but for TREX 2019 Is Over, Competition Looms Even Larger Following the Company’s Execution...

April 30th, 2019

“We are very pleased with the current selling season, which will be for 2019 business. We had very good reception; we are going to take a lot of market share in the retail space with our...

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TREX: A Building Products Manufacturer with 40%+ Gross Margins Facing Rising Competition and Product Commoditization,...

March 28th, 2019

“Most decking contractors I know go for the cheapest brand. “ Regional Decking Products Distributor A few years ago, we introduced Acuity Brands as a short idea. At that time,...

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Current Ideas

TREX

SHORT

$36

WWE

LONG

$65

XOXO

LONG

$37

RLGY

PAIR TRADE

$10

RDFN

PAIR TRADE

$30

AYI

SHORT

$89

ARC

LONG

$5.50

BCO

LONG

$35

ING.PA

SHORT

$35

TRUP

SELL/SHORT

$10

RY

SELL/SHORT

$70

CM

SELL/SHORT

$76

CTC

SHORT

$101

ATGE

SHORT

$15

HCG.TO

SHORT

$0

RON.TO

SHORT

$9

BIG

SHORT

$28

ESI

SHORT

$0

BGG

PAIR - LONG BGG/SHORT TTC

25%

TTC

PAIR - LONG BGG/SHORT TTC

25%

Z

SHORT

$14.00

NA.TO

SHORT

$22

ZU

SHORT

$15

TRLA

SHORT

$20

MCRS

SHORT

$31

APOL

SHORT

$35

OPEN

SHORT

$30

KNL

PAIR - LONG KNL/SHORT MLHR

25%

CSGP

SHORT

$100

GCA

LONG

$8

IPSU

LONG

$20

MLHR

SHORT

$22

LOOP

PAIR - LONG CSGP/SHORT LOOP

40%

THQI

LONG

$35

WPO

SHORT

$275

COCO

SHORT

$0

HNI

SIG

RGR