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  • iRobot Corp.: Competitive Pressures And Recent China Channel Checks Reinforce Downside Risk [View article]
    Insider transactions happen all the time for different reasons. Maybe he needed the money to buy himself or his wife a nice car, maybe he needed some money to do some repairments in the house, maybe ....

    http://bit.ly/1uD01Yk

    It would be concerning if in a short time frame more than three people were big sellers of the stock.
    Sep 5, 2014. 09:01 AM | 1 Like Like |Link to Comment
  • iRobot Corp.: Competitive Pressures And Recent China Channel Checks Reinforce Downside Risk [View article]
    Btw I think Ben made some good points and respect his view on iRobot and the robotics field. With every stock there are bull and bear scenarios. Right now I am cash strapped, but when I have some money I will allocate some funds to iRobot. Price levels around $30 are fair for the long term.


    The company has proven that they can grow their business, but only the future is the one that counts. So looking at what management did wrong in the past is in my opinion not a good way of investing. The question investors have to ask themselves:

    What's management going to do to run and grow iRobot's business going forward?
    Sep 5, 2014. 07:13 AM | Likes Like |Link to Comment
  • iRobot Corp.: Competitive Pressures And Recent China Channel Checks Reinforce Downside Risk [View article]
    No based on my talks to employees at both shops. Saturn and MediaMarkt have also physical stores. Saturn and MediaMarkt are the biggest electronics outlets in Europe. You can (almost) find everything there.

    Sep 4, 2014. 11:12 AM | 1 Like Like |Link to Comment
  • 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
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