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BGG: Crushes 3Q10 EPS Expectations, but Guides Lower - Four Reasons Why We Think The Stock Can Still See Downside

April 22nd, 2010

We recently introduced two short ideas: TTC and BGG.  Both are leading manufacturers in the outdoor power equipment market.  Our thesis on the two companies was as follows: Our channel checks indicated...

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Time to Grab the "Bull" by the Horns, Getting Short TTC and BGG

April 19th, 2010

The outdoor power equipment sector is an industry whose revenue growth trends have historically been driven by three primary factors: home sales, general consumer confidence, and weather.  It should come as no surprise given these factors that unit sales...

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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

HCG.TO

SHORT

$0

AYI

SHORT

$129

RON.TO

SHORT

$9

BIG

SHORT

$28

ESI

SHORT

$0

DV

SHORT

$15

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