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A View From Outdoor Power Equipment Dealers – Waiting on Weather…

March 12th, 2010

This report was originally published on 1/13/10.Over the past 9-months we have twice introduced the shares of BGG (18.3 ↓0.27%) as a short sale candidate: once in front of the company’s 3Q09 results and the second time in advance of Briggs...

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PAA Research SMid Cap Portfolio Update, Closing Out BGG Short Trade Idea with a 7.4% Gain

March 11th, 2010

This report was originally published on 11/2/09.We wanted to provide you with an update on the performance of our SMid Cap portfolio, which we introduced on 9/3/09.  You can find our initial report here.  As a reminder this is...

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It’s Still Too Early for BGG, Getting Short Into Earnings as a Trading Call

March 10th, 2010

This report was originally published 10/19/09.One of the first investment ideas we introduced on this site was a short-term trading call onBriggs and Stratton (BGG 18.42 ↓0.65%).  You can read our original report here.  At that time we...

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Briggs and Stratton’s (BGG) 3Q09 – The “Holy Trinity” for Shorts? A Miss, Reduced Guidance and a Reduced...

March 6th, 2010

This report was originally published on 4/16/09.BGG reported 3Q09 results this AM and it appears that our expectations and thesis were right on point. Revenues and EPS of $673.8 million and $0.51,...

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One for You Traders Out There: Short BGG Into Earnings (this Thursday)

March 6th, 2010

This report was originally published 4/14/09BGG’s stock has increased 18% over the past month, which we attribute to the following: Increased investor appetite to own cyclicals, growing investor anticipation that a bottom in housing could be...

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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