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ARC: Generating Copious Free Cash Flow While Waiting for a Market Upturn, Enhanced B/S Flexibility Enables Increased...

February 22nd, 2012

We cannot think of a better testament to the skill and guile of ARC’s current management team than the chart below.  In it we compare ARC’s aggregate free cash flow generation over the past five...

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ARC: Our Revised Estimates

May 4th, 2011

Our Revised EstimatesARC’s 1Q11 results were more or less inline with our expectations after adjusting for accelerated amortization of trade names and costs associated with elimination of the company’s interest rate swaps as a result of the company’s debt refinancing.  Recent...

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ARC: At Long Last Some Cyclical Tailwinds for the Reprographics Industry?

February 22nd, 2011

After slogging through three brutal years of weak demand for non-residential construction services, it appears that ARC might finally start to benefit from a recovery in project activity in 2011. Suddenly signs of life in the commercial real...

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Current Ideas

EXPI

SELL/SHORT

$4

HUSQ.B

SELL

$50

UFPI

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$45

TREX

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$18

PRDO

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$5

STRA

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$42

CWH

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$75

OSTK

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$128

CM

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$50

RY

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ARC

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$5.50

AYI

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$50

BIG

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$28

WWE

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$65

XOXO

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$37

RLGY

PAIR TRADE

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RDFN

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BCO

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$35

ING.PA

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$35

TRUP

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$10

CTC

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$101

ATGE

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$15

HCG.TO

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$0

RON.TO

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$9

ESI

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$0

BGG

PAIR - LONG BGG/SHORT TTC

25%

TTC

PAIR - LONG BGG/SHORT TTC

25%

Z

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$14.00

NA.TO

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$22

ZU

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$15

TRLA

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$20

MCRS

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$31

APOL

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$35

OPEN

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$30

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PAIR - LONG KNL/SHORT MLHR

25%

CSGP

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$100

GCA

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$8

IPSU

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$20

MLHR

SHORT

$22

LOOP

PAIR - LONG CSGP/SHORT LOOP

40%

THQI

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$35

WPO

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COCO

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HNI

SIG

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