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  • iRobot Corp.: Competitive Pressures And Recent China Channel Checks Reinforce Downside Risk [View article]
    The new Dyson robotic vacuum cleaner will be available next year, if everything goes like planned. iRobot has enough time to capture new market share and earn good reviews.
    Sep 4, 2014. 09:58 AM | 1 Like Like |Link to Comment
  • iRobot Corp.: Competitive Pressures And Recent China Channel Checks Reinforce Downside Risk [View article]
    Channel checks in Germany tell us the opposite story.

    In Europe it seems that the new Roomba Series are performing well, time will tell who was right.

    http://bit.ly/1t3Jagr

    http://bit.ly/1t3J8F7
    Sep 4, 2014. 09:36 AM | Likes Like |Link to Comment
  • iRobot: A Stock With Opportunities [View article]
    Thanks Ben, I read your article a while back. The report has some interesting points, but I don't agree with your short thesis. The robot vacuum market is just starting to be recognized and iRobot has the products in portfolio to become the dominant player that sets the standards. In fact they are already.

    Sep 2, 2014. 08:42 AM | Likes Like |Link to Comment
  • iRobot: A Stock With Opportunities [View article]
    Adept doesn't make money yet, it's still in a transition phase to become a profitable company.
    Sep 2, 2014. 06:48 AM | Likes Like |Link to Comment
  • iRobot: A Stock With Opportunities [View article]
    In 2011 the operating margin was indeed 11.45%. On September 17, 2012 iRobot acquired Evolution Robotics, which was a lower-margin business. The integration of Evolution and some setbacks in their Defense&Security business were the weak factors to their operating margin. Going forward, operating margin will start to improve.
    Sep 2, 2014. 03:39 AM | Likes Like |Link to Comment
  • iRobot: A Stock With Opportunities [View article]
    The Roomba 800 Series is the best robotic vacuum cleaner you can buy right now. Early adapters want quality (performance) and iRobot is giving it to them.

    The robotic vacuum has made inroads into the overall vacuum market since Roomba's inception in 2002 and now constitutes about 18% of the global industry (defined as vacuums over $200 a piece), up from 5% in 2009.

    Entering the robotic vacuum market is not an easy task because the leaders (read: iRobot) in the space have many patents that they can play out. One of the ways to enter the market is by means of M&A activity.
    Sep 2, 2014. 03:16 AM | Likes Like |Link to Comment
  • iRobot: A Stock With Opportunities [View article]
    Because of its scalable cost structure, iRobot should be able to continue expanding profitability as deliveries increase.

    IRobot's RP-VITA and AVA 500 telepresence robots offer a new avenue for growth outside of the firm's core consumer space.

    The main argument ("next big thing") is that I think iRobot will be taken over by someone with deeper pockets. A company that doesn't want to start from scratch with robotic vacuum cleaners (Electrolux, Dyson, Samsung) and wants to add a certain market share to their current offerings.

    Sep 2, 2014. 03:06 AM | Likes Like |Link to Comment
  • Update: Premier Financial Bancorp Earnings [View article]
    Yes, it is! I am looking forward to their Q3 results.
    Sep 1, 2014. 03:22 AM | Likes Like |Link to Comment
  • China New Borun EPS $0.13 [View news story]
    I guess some investors didn't like the numbers. After Hours biggest decliner.
    Aug 21, 2014. 06:08 PM | Likes Like |Link to Comment
  • Tetragon Financial Group: A Heavily Undervalued CLO Manager [View article]
    Tetragon considers a buyback always a dynamic opportunity for their available cash. The only thing they don't mention is certain numbers (amounts).
    Aug 21, 2014. 03:05 PM | Likes Like |Link to Comment
  • Tetragon Financial Group: A Heavily Undervalued CLO Manager [View article]
    To be honest I really have no idea how large the buyback and the issuing is going to be going forward.
    Aug 21, 2014. 02:26 PM | Likes Like |Link to Comment
  • NQ Mobile: It Can't All Be A Scam, Can It? [View article]
    When the dust settles, favorably, a company with 40% revenue growth, 30% operating margins valued at 4x earnings, should be hard for investors to ignore. The company's uncertainties are overly exaggerated.
    Aug 21, 2014. 08:36 AM | 8 Likes Like |Link to Comment
  • NQ Mobile: It Can't All Be A Scam, Can It? [View article]
    I think they will do some restatements in the end. The "Fraud" word in the China investment space is nowadays widely accepted and used. Everything that is different or questionable is already considered "Fraud".
    Aug 21, 2014. 07:47 AM | 6 Likes Like |Link to Comment
  • Update: American Lorain Earnings [View article]
    I am still invested in some Chinese stocks, but I agree with you that it's is difficult to weed out the "legitimate" ones.
    Aug 18, 2014. 10:05 AM | Likes Like |Link to Comment
  • Willi-Food: A Ridiculously Cheap Food Company [View article]
    If the company can achieve considerable growth outside Israel and migitate their lackluster performance in Israel the stock could be a double from here. I totally agree with the fact that the Kosher food market is growing at warp speed outside Israel. There is were the opportunities are for G. Willi. 
    Aug 17, 2014. 08:42 AM | Likes Like |Link to Comment
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