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IPSU: Closing Out Long Idea With a 63% Loss

December 8th, 2011

We are closing out our long idea on IPSU with a 63% loss.  Our views on the relatively positive fundamentals in the US sugar markets (widening refined sugar spreads) the asset value inherent in the company, and the cash flow potential of the business once normalized...

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IPSU: The 10 Questions That Matter Most Now, It All Comes Back to Management Execution and Unlocking Asset Value

December 1st, 2011

Even in the context of a market that has been characterized by huge price swings and “whip-saw” action, IPSU’s stock has distinguished itself in terms of volatility.  It seems almost impossible to...

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IPSU: Too Much Asset Value to Ignore, It Was More a Crime of Execution (Temporary) Rather than the Marketplace...

August 8th, 2011

Admittedly, IPSU’s stunningly poor 3Q11 earnings results still have us somewhat shell-shocked. Even the company’s greatest skeptic probably could not have painted an earnings scenario for 3Q11 as...

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IPSU: List Price Spreads Widen to Katrina-Like Levels, Raising Price Objective to $32.50; 3Q11 Preview

August 1st, 2011

Even the most ardent bulls on IPSU shares (ourselves included) could not have predicted the violent rally in the stock over the past three months.  IPSU have gained an astounding 71% since the company reported a big...

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Current Ideas

CTC

SHORT

$101

ATGE

SHORT

$15

AYI

SHORT

$108

HCG.TO

SHORT

$0

RON.TO

SHORT

$9

BIG

SHORT

$28

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

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