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HCG.TO: Amidst a Web of Deception Two Facts Are Now Clear: There Was Fraud and HCG Is Drastically Over-Earning,...

July 30th, 2015

“My pain…. Is self chosen At least so the prophet saysI could either burnOr cut off my pride and buy some timeA head full of lies is the weightTied to my waistThe river of deceit pulls downThe...

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HCG.TO: Management Desperately Tries to Spin a Narrative While the Company Increasingly Runs to Stand Still; Let’s...

July 22nd, 2015

“…the hedge funds tend not to do the due diligence. They don’t take the deeper dive and understand.”SAID NO ONE EVER.  Wait a minute, someone actually did say this and very recently.  This...

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Canadian Housing: The Pressure Point – MIC’s and Private Mortgages Have Become the Central Lynchpin Holding Up the...

July 16th, 2015

“The vulnerability associated with household indebtedness remains important and is edging higher, owing to an increase in the level of household debt and the ongoing negative impact on incomes from...

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HCG.TO: The Disturbing Facts Continue to Pile Up Suggesting Far Deeper Issues, the Downside Could Be Bigger Than We...

July 13th, 2015

Was it only two years ago that HCG management triumphantly trumpeted its conquest of short sellers?  Make no mistake the fact pattern surrounding the company over the past six months has been...

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HCG.TO: A Web of Inconsistencies, As We Look Back to the 1990’s

May 8th, 2015

Among Canadian financial services companies Home Capital Group has had a remarkable run of generating strong loan growth, 20%+ ROE, and most importantly for investors, significant shareholder returns.  The stock is up 40 fold over the past 15 years! ...

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Current Ideas

EXPI

SELL/SHORT

$4

HUSQ.B

SELL

$50

UFPI

SELL/SHORT

$45

TREX

SHORT

$18

PRDO

SELL/SHORT

$5

STRA

SELL/SHORT

$42

CWH

LONG

$75

OSTK

LONG

$128

CM

SELL/SHORT

$50

RY

SELL/SHORT

$50

ARC

LONG

$5.50

AYI

SHORT

$50

BIG

SHORT

$28

WWE

LONG

$65

XOXO

LONG

$37

RLGY

PAIR TRADE

$10

RDFN

PAIR TRADE

$30

BCO

LONG

$35

ING.PA

SHORT

$35

TRUP

SELL/SHORT

$10

CTC

SHORT

$101

ATGE

SHORT

$15

HCG.TO

SHORT

$0

RON.TO

SHORT

$9

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

ZU

SHORT

$15

TRLA

SHORT

$20

MCRS

SHORT

$31

APOL

SHORT

$35

OPEN

SHORT

$30

KNL

PAIR - LONG KNL/SHORT MLHR

25%

CSGP

SHORT

$100

GCA

LONG

$8

IPSU

LONG

$20

MLHR

SHORT

$22

LOOP

PAIR - LONG CSGP/SHORT LOOP

40%

THQI

LONG

$35

WPO

SHORT

$275

COCO

SHORT

$0

HNI

SIG

RGR