TTC reported 1Q11 results today that were well above consensus expectations. You can read the full release here. Despite the large upside delivered for 1Q11, the upward revision to FY11 guidance, and communication of a FY14 operating...
READ MORE >BGG reported 2Q11 results that we would characterize as far less impressive as the headline numbers would suggest. In general, it appears that relatively strong demand in Australia and Asia combined with slightly earlier...
READ MORE >We have been recommending a pair trade: long BGG/short TTC for approximately three months. Thus far the trade has not been a winner, generating a modest loss (-0.3%) compared to a whopping 21.3% gain for the S&P 500. As a reminder, the...
READ MORE >We have been recommending a pair trade: long BGG/short TTC for approximately three months. Thus far the trade has not been a winner, generating a (-4.7%) return compared to a 9.4% gain for the S&P 500. As...
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