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 >MLHR reported 3Q10 results after the close. You can read the full earnings release here. Overall the company missed on both the top and bottom line. We introduced MLHR as a short idea earlier this week based on our expectations that revenue...
READ MORE >In July of 2009 we introduced a pair trade: Long MLHR/Short HNI. Our thesis at that time was predicated on the following: MLHR is a superior company to HNI based on almost every financial...
READ MORE >This report was originally published on 9/10/09.In our original report on the office furniture market entitled: “Generating Returns in an Industry in a Deep Freeze” we advocated going long Herman Miller (MLHR 20.04...
READ MORE >This report was originally published on 7/26/09.Our pair trade recommendation to go long Herman Miller Inc. and Short HNI Corporation got off to a bumpy start. The trade has returned -6.4% compared to a 4.1%...
READ MORE >This report was originally published 7/20/09.Investment Thesis Overview:In the debate over “green shoots” we have directed our attention in large part to the state of the housing market as an indicator...
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