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XOXO: Optionality Remains Compelling but Execution Still Needs to Improve, Raising Price Objective to $15

May 12th, 2013

For a long time we lamented the lack of “appreciation” among investors for the strength of XOXO’s key franchises, the company’s robust free cash flow prospects, and the tremendous growth potential of its...

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XOXO: After Another Quarter of EPS Upside and Strong FCF Generation, We Have to Ask: Where is the Love (from Investors)?

November 9th, 2012

Heading into XOXO’s 3Q12 earnings release we thought we knew the following: The Knot and the Bump franchises remained incredibly strong from a consumer engagement perspective Investors had...

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XOXO: 4Q11 Results Demonstrate Why This Remains One of Our Favorite Names in the Internet Space, Taking Price Objective...

February 17th, 2012

Humor us for a moment and allow us to walk you through a sequence of events that occurred for a company for the past 12-months.  For the moment we will not reveal the name of the company (but at...

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KNOT: Ecommerce Issues Aside, Revenue Growth is Accelerating

May 6th, 2011

Make no mistake, KNOT’s 1Q11 results provide further evidence that the company’s efforts to improve monetization of their major media platforms have started to result in accelerated revenue growth.  However, KNOT reported 1Q11 results that fell short of...

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Current Ideas

EXPI

SELL/SHORT

$4

HUSQ.B

SELL

$50

UFPI

SELL/SHORT

$45

TREX

SHORT

$18

PRDO

SELL/SHORT

$5

STRA

SELL/SHORT

$42

CWH

LONG

$75

OSTK

LONG

$128

CM

SELL/SHORT

$50

RY

SELL/SHORT

$50

ARC

LONG

$5.50

AYI

SHORT

$50

BIG

SHORT

$28

WWE

LONG

$65

XOXO

LONG

$37

RLGY

PAIR TRADE

$10

RDFN

PAIR TRADE

$30

BCO

LONG

$35

ING.PA

SHORT

$35

TRUP

SELL/SHORT

$10

CTC

SHORT

$101

ATGE

SHORT

$15

HCG.TO

SHORT

$0

RON.TO

SHORT

$9

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

ZU

SHORT

$15

TRLA

SHORT

$20

MCRS

SHORT

$31

APOL

SHORT

$35

OPEN

SHORT

$30

KNL

PAIR - LONG KNL/SHORT MLHR

25%

CSGP

SHORT

$100

GCA

LONG

$8

IPSU

LONG

$20

MLHR

SHORT

$22

LOOP

PAIR - LONG CSGP/SHORT LOOP

40%

THQI

LONG

$35

WPO

SHORT

$275

COCO

SHORT

$0

HNI

SIG

RGR