Tuesday, 6 January 2015

Gaps Galore ...

Tuesday 6th January 2015

I am 
Long: Countrywide
Short: Aberdeen Asset Management, GKN, United Technologies

Pondering small shorts on Cash America, First Cash Financial Services, Experian, and Hays*.
*Will wait to see what Hays says this Thursday. 

Ashtead (AHT LN) vs United Rentals (URI US)
Source: Bloomberg
Experian (EXPN LN) vs Equifax (EFX US)
Source: Bloomberg
Aberdeen Asset Management (ADN LN) vs CitiFX Emerging Market Beta Index (CAFZBET4 Index)
Source: Bloomberg 
Countrywide (CWD LN) vs UK Household Goods & Home Construction Index (F3HOUGE Index)
Source: Bloomberg
Hays (HAS LN) vs Randstad (RAND NA)
Source: Bloomberg
Premier Farnell (PFL LN) vs Philadelphia Semiconductor Index (SOX Index)
Source: Bloomberg
GKN (GKN LN) vs Senior (SNR LN)
Source:Bloomberg
GKN (GKN LN) vs United Technologies (UTX US)
Source: Bloomberg
H&T (HAT LN) vs Cash America (CSH US)
Source: Bloomberg
H&T (HAT LN) vs First Cash Financial Services (FCFS US)
Source: Bloomberg
Cash America (CSH US) vs Gold (GOLDS)
Source: Bloomberg
First Cash Financial Services (FCFS US) vs Gold (GOLDS)
Source: Bloomberg
Royal Dutch Shell (RDSB LN) vs Exxon Mobil (XOM)
Source: Bloomberg
All currency adjusted. 

Disclaimer: The information, discussions or topics referred to on this blog should in no way be considered “advice” to buy or sell anything. The information which may be referred to is freely available in the public domain and where required the source of information is referenced to for verification. While every effort has been made to ensure the veracity of any information contained within this blog, the author accepts no responsibility for the accuracy of any information contained within this blog or for the sources of information which may be referred to. Readers are responsible for their own actions and interpretation of the information contained within this blog. 


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