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MLHR: MLHR Finally Delivers Some Earnings Upside, Still Recommending Long KNL/Short MLHR

June 23rd, 2011

Approximately 6-months ago we introduced a pair trade – Long KNL/Short MLHR.  Thus far the trade has returned approximately 11.8% compared to a 2.2% gain for the S&P 500.  In our original report, we established the...

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KNL: Generation and Antenna Product Lines are Just Getting Going – Long KNL/Short MLHR

April 15th, 2011

Although the company’s results were relatively inline with consensus we would argue KNL’s 1Q11 operating results and significant YOY increase in backlog further validated our thesis that the company will be the fastest growing...

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KNL: Proprietary Survey of Office Furniture Dealers Adds Further Credence to Our Long KNL/Short MLHR Thesis – This is...

April 14th, 2011

Approximately four months ago we introduced a pair trade idea: Long KNL/Short MLHR.  You can read our original report here.  Our pair trade thesis is predicated on the following...

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MLHR: Another EPS Shortfall, Still Recommending Long KNL/Short MLHR

March 17th, 2011

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...

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KNL: Strong 4Q10 Results, Backlog Growth Validate Our Pair Trade Thesis – Long KNL/Short MLHR

February 4th, 2011

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...

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Closing Out MLHR Short Idea with 15.6% Loss, Introducing Long KNL/Short MLHR Pair Trade - This Is Knoll's Generation

December 15th, 2010

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...

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Current Ideas

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

WWE

LONG

$25

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