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Can AYI's 2Q10 Results Justify the Run-up in the Stock? What Channel Feedback Tells Us - Closing Out Our Long AYI/Short...

March 26th, 2010

Approximately four months ago we introduced a pair trade: long AYI/short HUBB based on our view that AYI shares were poised for mean reversion in stock price performance relative to those of HUBB and...

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Shedding Some “Light” On a New Pair Trade Idea: Long Acuity Brands (AYI)/Short Hubbell Inc. (HUBB)

March 11th, 2010

This report was originally published on 12/3/09.We have been long-time admirers of the business models of the leading electrical product manufacturers including: Cooper Industries, Thomas and Betts, Hubbell...

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Current Ideas

AYI

SHORT

$129

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

HCG.TO

SHORT

$20

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