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AYI: Product Price Deflation Has Become the Dominant Trend in Lighting - PAA Research's 2Q17 Lighting Agent Survey

June 7th, 2017

There has been a great deal of discussion in the investment community over the past 6-12 months about the slowdown in the lighting equipment industry.  Many investors as well as the lighting equipment...

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AYI: Management Has a Vision, Just Not a Clear One, Lowering Price Objective to $108

April 4th, 2017

Truth be told, we’ve all seen this happen before: A management team gets praised for consistently beating numbers and its “long term vision” for the company during the early stage of a product/economic cycle. ...

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AYI: Time Is on Our Side as AYI Enters the First Phase of “Re-Rating”; Lowering Price Objective to $129

January 10th, 2017

When we first introduced AYI as a short idea approximately 9-months ago, the largest pushback on the merits of our investment thesis related to the perceived quality of the company’s management team. ...

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Current Ideas

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