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 |
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