Top Trading Ideas - Long Neopost (NEO FP) / Short Pitney Bowes (PBI US) 2 June 14 Download RV_NeoPbi_140417_docx.pdf Download TopTradingIdeas_63_NEOPBI_140602_docx.pdf
Special Situations/Relative Value: Long WM Morrison / Short Tesco 2 June 14 Download RV_MRWTSCO_140602_docx.pdf
Lack of loyalty is one of the major causes of failure in every walk of life 2June14 Download Morning_2June14.pdf
Special Situations: Dual listing arbitrage LONG REN NA / SHORT REL LN 30 May 14 Download Reed_Elsevier_-_details_on_equalisation_ratio.pdf Download TopTradingIdeas_62_renrel_140530_docx.pdf
Relative Value US: Long KORS / Short KATE; re-iterating buy on COH - 30 May 14 Download RV_KORSKATE_140530_docx.pdf