This report was originally published on 10/28/09.We are closing out our short idea in Smith and Wesson (SWHC 4.74 ↑0.42%). We are also removing the SWHC short position from our PAA Research SMid Cap portfolio. Even though we think consensus estimates remain...
READ MORE >This report was originally published 9/30/09.There is little debate that President Obama’s most effective economic stimulus has been for the broader firearms industry. As soon as it became clear in October of last year that Obama would...
READ MORE >This report was originally published on 9/8/09.The August data for the number of background checks conducted under the National Instant Criminal Background Check System (NICS) was released this...
READ MORE >This report was originally published on 7/16/09.The June data for the number of background checks conducted under the National Instant Criminal Background Check System (NICS) was released this morning. Overall, the total number of...
READ MORE >This report was originally published on 7/14/09.As we have noted in the past, we are actively following website traffic to the leading online gun dealers to gain a better gauge of current and future demand for firearms. Outside of the monthly data from the...
READ MORE >This report was originally published on 6/19/09.SWHC shares have rallied dramatically today following the company’s positive pre-announcement after the close yesterday. As we highlighted in our original post on both SWHC and Sturm, Ruger (RGR), consensus estimates for...
READ MORE >This report was originally published on 6/08/09In our original post on Smith and Wesson and Sturm, Ruger, we argued that declining traffic to leading online gun dealers in April was a critical indicator that...
READ MORE >This report was originally published on 6/3/09.In our original post on Smith and Wesson and Sturm, Ruger, we argued that these two stocks were poised to see significant downside as the “Obama...
READ MORE >This report was originally published on 5/14/09.There have been few, if any bright spots in the consumer discretionary space over the past 12-18 months. The threat of job losses combined with an unprecedented shock to the net...
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