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CSGP: Collision Course – After $1.1B+ Spend on Multi-Family Lead Gen, Growth Prospectively Will Need to Come at the...

September 14th, 2017

“We're very excited to take the online lead in the segment with such spectacular growth. As we integrate ForRent, we believe that we can offer their perspective renters access to the most...

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CSGP: The Core IS Slowing, While the Returns on CSGP’s Massive Advertising Investment in Rentals Remain in Doubt

February 26th, 2016

In the 45-50 minutes of prepared remarks from CSGP’s management on the company’s 4Q15 earnings conference call, it was quite clear Andy Florance and co. were hoping to accomplish the...

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Closing out Long CSGP/Short LOOP Pair Trade with 35% Gain

February 9th, 2011

Approximately 12-months ago in a report entitled "When the Castle Is Under Siege It Helps To Have a Wide Moat: Long CSGP/Short LOOP" we introduced a pair trade idea: long CSGP/short LOOP.  Our thesis at that time was as follows: CSGP (CSGP 42.3 ↑0.74%) has...

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CSGP: 3Q10 Results Should Highlight Growth Acceleration, Validate Our Long CSGP/Short LOOP Thesis

October 20th, 2010

Approximately 7-months ago we introduced a pair trade: long CSGP/short LOOP. Thus far the trade has worked out reasonably well.  Both stocks have appreciated considerably, but shares of CSGP have outperformed those of...

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CSGP: Noisy Quarter Shouldn't Overshadow Acceleration in Core Business, Traction for Showcase.com

April 20th, 2010

Approximately two months ago we introduced a pair trade idea to go long CSGP against a short position in LOOP.  You can read our original report here.  Thus far the trade has not delivered the type of return we...

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When the Castle Is Under Siege It Helps To Have a Wide Moat: Long CSGP/Short LOOP

March 12th, 2010

This report was originally published on 2/11/10.A few years ago, Warren Buffet stated to Fortune magazine:“The key to investing is not assessing how much an industry is going to affect society, or how much it will grow, but rather...

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Current Ideas

WWE

LONG

$35

RY

SELL/SHORT

$70

CM

SELL/SHORT

$76

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

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