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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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BCO: Flexing Its Emerging Market Muscles, Operating Momentum Finally Emerges

February 3rd, 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 measly 4% while the S&P 500 has surged 39% higher over the same time frame – not exactly the...

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BCO: Some Modest Operating Momentum Starting to Emerge, Revising Estimates

July 29th, 2010

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...

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Just When We Thought BCO's Days of "Death by 1000 Cuts" Were Over... Still the Results Were Not as Bad as the Headline...

April 29th, 2010

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...

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From Headwinds to Tailwinds - 2010 Should Bring Solid Earnings Growth and FCF Generation for BCO

April 27th, 2010

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,...

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Current Ideas

EXPI

SELL/SHORT

$4

HUSQ.B

SELL

$50

UFPI

SELL/SHORT

$45

TREX

SHORT

$18

PRDO

SELL/SHORT

$5

STRA

SELL/SHORT

$42

CWH

LONG

$75

OSTK

LONG

$128

CM

SELL/SHORT

$50

RY

SELL/SHORT

$50

ARC

LONG

$5.50

AYI

SHORT

$50

BIG

SHORT

$28

WWE

LONG

$65

XOXO

LONG

$37

RLGY

PAIR TRADE

$10

RDFN

PAIR TRADE

$30

BCO

LONG

$35

ING.PA

SHORT

$35

TRUP

SELL/SHORT

$10

CTC

SHORT

$101

ATGE

SHORT

$15

HCG.TO

SHORT

$0

RON.TO

SHORT

$9

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