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

February 3rd, 2012

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...

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BCO: North American Headwinds Shouldn’t Overshadow Emerging Markets Growth Story

October 27th, 2011

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...

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BCO: Don’t Let the Headline EPS Numbers Fool You, BCO Continues to Truck Along

July 28th, 2011

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...

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BCO: Latam Growth Engine Overshadows Competitive Pressures in North America and Europe

April 29th, 2011

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...

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Current Ideas

HCG.TO

SHORT

$0

AYI

SHORT

$129

RON.TO

SHORT

$9

BIG

SHORT

$28

ESI

SHORT

$0

DV

SHORT

$15

BGG

PAIR - LONG BGG/SHORT TTC

25%

TTC

PAIR - LONG BGG/SHORT TTC

25%

Z

SHORT

$14.00

NA.TO

SHORT

$22

ING.PA

SHORT

$35

ZU

SHORT

$15

TRLA

SHORT

$20

MCRS

SHORT

$31

APOL

SHORT

$35

OPEN

SHORT

$30

BCO

LONG

$35

WWE

LONG

$25

KNL

PAIR - LONG KNL/SHORT MLHR

25%

XOXO

LONG

$20

CSGP

SHORT

$100

GCA

LONG

$8

IPSU

LONG

$20

MLHR

SHORT

$22

ARC

LONG

$12.50

LOOP

PAIR - LONG CSGP/SHORT LOOP

40%

THQI

LONG

$35

WPO

SHORT

$275

COCO

SHORT

$0

HNI

SIG

RGR