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...
READ MORE >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...
READ MORE >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,...
READ MORE >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...
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