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Key Observations from Our Proprietary Survey of Independent Jewelery Retailers

November 22nd, 2010

We recently conducted a survey of approximately 20 independent specialty jeweler retailers. The purpose of our survey was to: Gain greater insight on sales trends in the first few weeks of the holiday season Determine how independent...

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PAA Research SMId Cap Portfolio Update - 1Q10 Gain of 8.8%, Closing out Long SIG/Short NILE Pair Trade With a 35% Gain

April 1st, 2010

We wanted to provide you with an update on the performance of our SMid Cap portfolio, which we introduced on 9/3/09.  As a reminder this is a “mock” portfolio with an initial value of $100...

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Current Ideas

AYI

SHORT

$108

HCG.TO

SHORT

$0

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