Approximately seven months ago we introduced a pair trade idea: Long KNL/Short MLHR. You can read our original report here. Our pair trade thesis is predicated on the following...
READ MORE >Approximately 6-months ago we introduced a pair trade – Long KNL/Short MLHR. Thus far the trade has returned approximately 11.8% compared to a 2.2% gain for the S&P 500. In our original report, we established the...
READ MORE >Although the company’s results were relatively inline with consensus we would argue KNL’s 1Q11 operating results and significant YOY increase in backlog further validated our thesis that the company will be the fastest growing...
READ MORE >Approximately four months ago we introduced a pair trade idea: Long KNL/Short MLHR. You can read our original report here. Our pair trade thesis is predicated on the following...
READ MORE >Approximately 3-months ago we introduced a pair trade – Long KNL/Short MLHR. Thus far the trade has returned approximately 15% compared to a 2% gain for the S&P 500. In our original report, we established the following thesis for our long...
READ MORE >Approximately 6-weeks ago we introduced a pair trade – Long KNL/Short MLHR. In our report, we established the following thesis for our long KNL/short MLHR pair trade: Order trends have improved materially for...
READ MORE >Approximately 9-months ago we introduced MLHR as a short idea. Many elements of our short thesis have come to fruition: up until recently the recovery in orders for the company and other leading office...
READ MORE >MLHR reported 4Q10 earnings after the close. You can read the full release here. Overall, the company's revenue and earnings results fell well short of consensus and PAA Research's even more cautious estimates....
READ MORE >Approximately three months ago, we introduced MLHR as a short idea. At that time we thought shares were poised to witness downside following a 25% run up in the stock. even though sell through trends in the office furniture...
READ MORE >LONG
$70
SELL/SHORT
$4
SELL
$50
SELL/SHORT
$45
SHORT
$18
SELL/SHORT
$5
SELL/SHORT
$42
LONG
$75
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