We are closing our our long idea in Global Cash Access Holdings Inc. (GCA) with a gain of 51.3% vs. a 75.2% advance for the S&P 500 over the same time frame. We initially introduced GCA as a long idea in November 2009 based on our view...
READ MORE >GCA reported 3Q10 results after the close that we can only characterize as "more of the same....". That is to say, the company's results were hampered by continued weakness in same store transaction volumes, a mix shift towards ATM transactions, both of which had a...
READ MORE >GCA shares sold off an astonishing 44.4% yesterday on massive volume (19.2MM shares) following the announcement that the company had received notice from Harrah's that the casino operator would not...
READ MORE >This report was originally published on 2/22/10.We introduced GCA (8.05 ↓0.86%) as a long idea approximately 4-months ago, since that time shares have appreciated more than 20%. GCA will report its 4Q09 earnings after the market closes on Tuesday, February 23rd....
READ MORE >This report was originally published on 11/4/2009.Similar to other consumer oriented sectors, there are growing signs that a trough in activity in the gaming sector has been reached or is rapidly approaching. Let’s look at a few recent...
READ MORE >SELL/SHORT
$230
SELL/SHORT
$55
LONG
$70
SELL/SHORT
$4
SELL
$50
SELL/SHORT
$45
SHORT
$18
SELL/SHORT
$5
SELL/SHORT
$42
LONG
$75
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