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BIG: After Months of Frustration We Now Can See the Beginning of the End

August 25th, 2017

“I guess the best thing that I can say is from a strategic standpoint, Seasonal and Furniture and Soft Home seem to be categories that not everybody is focused on.” Timothy A. Johnson, Big Lots CFO, 8/25/17 2Q17 Earnings Conf....

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BIG: The Days of Leveraging Without Comps Are Over and the Implications Should Concern BIG Investors

March 3rd, 2017

“There is always a heavy demand for fresh mediocrity. In every generation the least cultivated taste has the largest appetite.” Paul Gauguin Following another 90-minute conference call in which...

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BIG: Celebrating Mediocrity, While Investors Are Left to Ponder How Long Financial Engineering Can Prop Up EPS,...

December 5th, 2016

“It's just that I've never seen people celebrate mediocrity the way you do.” Jack Byrnes (Robert DeNiro). Meet the Fockers. Dir. Jay Roach. Universal Studios 2004. For...

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BIG: Financial Engineering Has Run Its Course and “Jennifer” Is Nowhere to Be Found; Time to Get Short

August 25th, 2016

“Financial engineering is the use of mathematical techniques to solve financial problems. Financial engineering uses tools and knowledge from the fields of computer science, statistics, economics and applied...

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ATGE

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AYI

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HCG.TO

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RON.TO

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BIG

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ESI

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BGG

PAIR - LONG BGG/SHORT TTC

25%

TTC

PAIR - LONG BGG/SHORT TTC

25%

Z

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NA.TO

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ING.PA

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ZU

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OPEN

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BCO

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WWE

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KNL

PAIR - LONG KNL/SHORT MLHR

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XOXO

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CSGP

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GCA

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IPSU

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MLHR

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ARC

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LOOP

PAIR - LONG CSGP/SHORT LOOP

40%

THQI

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WPO

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COCO

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HNI

SIG

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