We recently had the opportunity to speak with senior management of ARP. Although we discussed a number of issues that will impact ARP shares in the near-term, our primary focus was on the strategic direction of the company in light of the increased usage...
READ MORE >This report was originally published on 1/27/10.After the close today, ARP (7.65 ↓1.80%) issued a press release indicating that the company now expects to beat its prior revenue and EPS guidance for 4Q09. You can read the...
READ MORE >This report was originally published on 1/20/10.We introduced ARP (7.64 ↓1.93%)as an investment idea approximately 9-months ago. At that time we thought the stock had considerable upside based in...
READ MORE >This report was originally published on 11/16/09.CanonInc. today announced its intention to launch a takeover bid for Oce N.V., a leading manufacturer of digital printing systems and document management service provider. Canon (CAJ 44.5...
READ MORE >This report was originally published 10/6/09.ARP shares are off sharply today in response to a press release in which the company announced it was lowering guidance for the year and had recently completed an amendment to its...
READ MORE >This report was originally published 7/31/09.We continue to recommend purchase of ARP shares, even after the 50% gain in the stock since we first introduced the idea. The company will report...
READ MORE >This report was originally published on 6/24/09.Since reaching its YTD high of $10.11 on June 5, ARP shares have witnessed a 20% correction. At today’s price, ARP shares now sport a free cash flow (FCF) yield of 20%. After generating $20 million in FCF...
READ MORE >This report was originally published on 5/20/09.The American Institute of Architects (AIA) released their Architecture Billings Index (ABI) for April 2009 today. Overall, the ABI index has been proven to be a solid indicator...
READ MORE >This report was originally published on 5/7/09.ARP reported 1Q09 results after the close. You can read the detail here. The quick highlights are as follows: Revenues were inline with street consensus, but the company had clear positive...
READ MORE >This report was originally published on 5/6/09.We had the opportunity to speak with a three-decade veteran of the reprographics industry to get a better sense of his views on the state of the marketplace, the competitive landscape, consolidation opportunities, and the...
READ MORE >First and foremost, we do not want our enthusiasm for ARP shares to be misconstrued as a bullish call on construction spending or commercial real estate. We have been followers of American Reprographics Companysince its IPO. The company is the unequivocal leader in the $4.5 billion, highly fragmented...
READ MORE >SELL/SHORT
$4
SELL
$50
SELL/SHORT
$45
SHORT
$18
SELL/SHORT
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SELL/SHORT
$42
LONG
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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
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SHORT
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SHORT
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PAIR - LONG BGG/SHORT TTC
25%
PAIR - LONG BGG/SHORT TTC
25%
SHORT
$14.00
SHORT
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SHORT
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SHORT
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SHORT
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SHORT
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SHORT
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PAIR - LONG KNL/SHORT MLHR
25%
SHORT
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LONG
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LONG
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SHORT
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PAIR - LONG CSGP/SHORT LOOP
40%
LONG
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SHORT
$275
SHORT
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