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KNOT: From Branding to Monetization, Raising our FY11 Estimates

September 29th, 2010

We introduced KNOT as a long idea approximately 3-4 months ago based on the following: KNOT still has leading media and ecommerce franchises serving large end-markets. The company has just started to scratch the surface of its market opportunity. We...

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KNOT: Too Cheap "KNOT" To Own

June 21st, 2010

At a time when the US housing market remains in recession (and by proxy the US economy), the benefits of global monetary and fiscal stimulus have started to fade away, and sovereign debt fears cast a long shadow, we have focused on identifying long ideas that are US based companies that...

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Current Ideas

AYI

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$129

RON.TO

SHORT

$9

BIG

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$28

ESI

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$0

DV

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$15

BGG

PAIR - LONG BGG/SHORT TTC

25%

TTC

PAIR - LONG BGG/SHORT TTC

25%

Z

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$14.00

NA.TO

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$22

HCG.TO

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$20

ING.PA

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$35

ZU

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$15

TRLA

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$20

MCRS

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$31

APOL

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$35

OPEN

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$30

BCO

LONG

$35

WWE

LONG

$25

KNL

PAIR - LONG KNL/SHORT MLHR

25%

XOXO

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$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