Admittedly when we founded PAA Research, investment recommendations like what BCO has become for us, were exactly what we’re trying to avoid. Our absolute return focus and strict adherence to loss...
READ MORE >We remain as enthusiastic as ever about the share appreciation prospects for BCO. In the 2-years since we first introduced the BCO as an investment idea the stock has barely budged even though the company is on track to generate EBITDA...
READ MORE >We first introduced BCO as a long idea in June of 2009. Admittedly, this has not been one of our best stock ideas. The stock has returned an anemic 2% while the S&P 500 has surged 29% higher over the same time frame – not exactly...
READ MORE >We first introduced BCO as a long idea in June of 2009. Admittedly, this has not been one of our best stock ideas. The stock has returned a relatively uninspiring 14% while the S&P 500 has surged 44% higher over the same time...
READ MORE >We first introduced BCO as a long idea in June of 2009. Admittedly, this has not been one of our best stock ideas. The stock has returned a measly 4% while the S&P 500 has surged 39% higher over the same time frame – not exactly the...
READ MORE >BCO reported 2Q10 results this morning. You can read the full earnings release here. Overall, the company delivered both topline and bottomline outperformance for the first time in many quarters. Although management tempered its full year...
READ MORE >BCO reported 1Q10 results this morning. You can read the full release here. Overall we would characterize the results as disappointing in light of the improvement in the global economy over the...
READ MORE >We introduced BCO as a long idea approximately 9-months ago, you can read our original report here. It has not been our best call. The stock has effectively gone no where while equity markets have ripped. On Thursday,...
READ MORE >SELL/SHORT
$4
SELL
$50
SELL/SHORT
$45
SHORT
$18
SELL/SHORT
$5
SELL/SHORT
$42
LONG
$75
LONG
$128
SELL/SHORT
$50
SELL/SHORT
$50
LONG
$5.50
SHORT
$50
SHORT
$28
LONG
$65
LONG
$37
PAIR TRADE
$10
PAIR TRADE
$30
LONG
$35
SHORT
$35
SELL/SHORT
$10
SHORT
$101
SHORT
$15
SHORT
$0
SHORT
$9
SHORT
$0
PAIR - LONG BGG/SHORT TTC
25%
PAIR - LONG BGG/SHORT TTC
25%
SHORT
$14.00
SHORT
$22
SHORT
$15
SHORT
$20
SHORT
$31
SHORT
$35
SHORT
$30
PAIR - LONG KNL/SHORT MLHR
25%
SHORT
$100
LONG
$8
LONG
$20
SHORT
$22
PAIR - LONG CSGP/SHORT LOOP
40%
LONG
$35
SHORT
$275
SHORT
$0