This report was originally published on 3/2/10.We wanted to provide you with an update on the performance of our SMid Cap portfolio, which we introduced on 9/3/09. As a reminder this is a “mock” portfolio with an initial...
READ MORE >This report was originally published on 1/6/10.ZipRealty Inc. announced preliminary revenue results for 4Q09. You can read the full releasehere. Overall, the company topped consensus revenue...
READ MORE >This report was originally published 8/6/09.We are somewhat surprised that there aren’t more people following the results of ZipRealty on a regular basis. We understand the stock trades almost on a “by appointment”...
READ MORE >This report was originally published on 6/29/09.As we’ve mentioned in the past, we are firm believers in Edward Leamer’s thesis that “Housing is the Business Cycle“. It continues to shape the prism through which we view the economic cycle. The relative...
READ MORE >There are a number of third party providers of website traffic data. ComScore is probably the best known, but there are a few other established players including: Nielsen NetRatings, Compete. Alexa, Quantcast and others. We typically have used compete.com for the most part to...
READ MORE >This report was originally published on 5/6/09.ZIPR reported revenues and a loss per share of $21.7 million and ($0.37) vs. consensus of $24.1 million and ($0.19). The miss was driven by four factors: A very weak start to the quarter in January, which was offset by...
READ MORE >This report was originally published 5/5/09.We would like to borrow a phrase from Edward E. Leamer PhD., the esteemed Professor of Economics at UCLA: “Housing is the Business Cycle“. Professor Leamer’s...
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