Approximately 3-months ago we introduced a pair trade – Long KNL/Short MLHR. Thus far the trade has returned approximately 15% compared to a 2% gain for the S&P 500. In our original report, we established the following thesis for our long...
READ MORE >Approximately 6-weeks ago we introduced a pair trade – Long KNL/Short MLHR. In our report, we established the following thesis for our long KNL/short MLHR pair trade: Order trends have improved materially for...
READ MORE >Approximately 9-months ago we introduced MLHR as a short idea. Many elements of our short thesis have come to fruition: up until recently the recovery in orders for the company and other leading office...
READ MORE >SELL/SHORT
$4
SELL
$50
SELL/SHORT
$45
SHORT
$18
SELL/SHORT
$5
SELL/SHORT
$42
LONG
$75
LONG
$128
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