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Closing Out Thomas Weisel Partners Group (TWPG) Long Idea With 44% Gain

April 26th, 2010

We are closing our our Thomas Weisel Partners Group long idea today with a 44% gain.  You can read our original report here.  This morning Stiffel Financial Corp. announced a deal to acquire TWPG in a stock deal.  TWPG shareholders will receive...

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Traditional Capital Markets Activity Continues Its Recovery, TWPG Remains Well Positioned to Benefit

March 12th, 2010

This report was originally published on 1/25/10.In our original report on Thomas Weisel (TWPG 3.96 ↑1.02%) Partners entitled “Getting Back to the Basics in the Capital Markets” we argued that TWPG shares were...

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Deal Activity, Recovery in Venture Capital, and Insider Buying All Suggest Better Times Ahead for TWPG

March 11th, 2010

This report was originally published on 11/11/09.In our report entitled: “Getting Back to the Basics in the Capital Markets – Long TWPG (3.94↑0.77%)“, we argued that TWPG shares could see considerable upside...

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Getting Back to the Basics in the Capital Markets – Long TWPG

March 10th, 2010

This report was originally published on 9/17/09.It’s hard to believe that it was only 11-months ago when the TED Spread, LIBOR-OIS spread and the “VIX” all made multi-year, if not all-time highs.  Each of those barometers of anxiety and fear in the...

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Current Ideas

KNSL

SELL/SHORT

$230

FRPT

SELL/SHORT

$55

BYON

LONG

$70

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

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