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James Sands

 
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  • Celadon Group And The Competitive Cross-Border Environment
     • Tue, Jul. 29 CGI Comment!

    Summary

    • Cross-border shipments represent a significant amount of Celadon's total revenue comprising a 43% share during fiscal year 2013.
    • Celadon claims to be the industry leader in cross-border truckload transportation between North American countries, yet the company holds a 1-3% share of this market.
    • Rail companies are expanding intermodal rail yards which combined with intermodal truck carriers and intermodal marketing companies, will continue to increase the competitive environment near border areas.
    • Celadon's business will need to continue to rely upon a sustainable acquisition strategy to be successful against the competition over the long-term.
  • Individual Investor Portfolio Update: Diversifying For Growth
    Tue, Jul. 1 AAPL, AMZN, ANET 2 Comments

    Summary

    • The portfolio has a near 7% return year-to-date.
    • May and June marked months where a significant number of holdings were added to further diversify the portfolio.
    • Individual holdings are gravitating towards better weighting proportions and cash inflows will be coming in during July and August.
  • Alibaba Group's U.S. Marketplace Business 11 Main Is Not An Immediate Threat To Amazon And eBay
    Fri, Jun. 27 AMZN, EBAY, BABA 20 Comments

    Summary

    • Alibaba's new e-commerce business-to-consumer marketplace 11 Main is now operating in the U.S.
    • The site tailors to a wide variety of shop owners providing retail consumers access to many niche products with boutique-type businesses.
    • Overall, it appears that the strategy is predicated on higher-end product items, with not much of an immediate competitive threat to Amazon and eBay.
  • At The Right Price, Apple, Amazon, And Google All Offer Strong Long-Term Value For Investors
    Sun, Jun. 1 AAPL, AMZN, GOOG 33 Comments

    Summary

    • Apple and Google will generate significantly higher profit margins than Amazon long-term; I'm going out on a limb here.
    • Amazon will generate the highest rate of diluted EPS growth between the three companies long-term; I'm really going out on a limb here.
    • At the right price, all three of these companies will allow investors to average a 10% or higher return per year over the next decade.
  • What Do Leju's Rapid E-Commerce And Listing Revenue Growth Mean For SouFun?
       • Tue, Apr. 29 SFUN, LEJU 9 Comments

    Summary

    • Leju's e-commerce and listing revenue segments grew 530% and 250% in 2013.
    • In less than two years and as of the third quarter 2013, Leju has surpassed SouFun's e-commerce revenue on a quarterly basis.
    • Leju has established agreements and strategic cooperation partnerships with SINA and Baidu including approximately 60 million members located in over 250 cities in China.
    • Despite Leju's growth, SouFun's combined marketing and listing revenue should continue to outperform Leju in the near-term.
    • SouFun has built an overall stronger independent brand which will provide a barrier to Leju's long-term diversification potential.
  • What Do Alibaba, SINA, And Twitter Have To Do With Weibo?
       • Tue, Apr. 22 SINA, WB 5 Comments

    Summary

    • Weibo has a solid deal in place for the next couple of years through its agreements with SINA and relationship with Alibaba.
    • Weibo is positioned to potentially become profitable before Twitter, possibly by 2015.
    • The company's first trading day price of $20.24/share is not screaming to be bought, yet is intriguing for the long term.
  • Youku Tudou: How A Positive View Turns Sour
       • Sun, Apr. 20 BIDU, YOKU 5 Comments

    Summary

    • Baidu has significantly increased its investments in video-related content which will continue to weigh on Youku Tudou's margins and performance.
    • Youku Tudou is falling behind the curve for digital advertising growth when compared to its peers as of the last quarter.
    • Where would YouTube be without Google - is Youku Tudou destined for a perpetual low-margin business?
  • Individual Investor Portfolio Update: Rebalanced And Geared Up For The Long-Term
    Thu, Apr. 17 BIDU, CELG, EBAY 6 Comments

    Summary

    • The portfolio has undergone a significant rebalancing of equity holdings, driven by a more stringent earnings analysis approach.
    • Sufficient cash is available in the event a market correction occurs in the near-term, or other opportunities present themselves.
    • Early signs indicate that the fund is positioned to outperform the peer group.
  • E-Commerce China Dangdang Faces An Uphill Climb In China's Highly Competitive E-Commerce Market
       • Tue, Apr. 1 DANG 39 Comments

    Summary

    • Major strategic partnerships are being undertaken by some of China's leading e-commerce companies threatening E-Commerce China Dangdang's current business strategies.
    • Other business models including flash sales have emerged in China adding to the competitive landscape.
    • Despite recent positive earnings results, public competitors are gaining market share at E-Commerce China Dangdang's expense.
  • Trinity Industries: A Top Performer For The Cyclical Rail Manufacturing Industry
       • Wed, Feb. 26 TRN 30 Comments
  • Individual Investor Portfolio Update: It's Time To Take Profits And Restructure
    Sun, Jan. 26 LPI, WWAV, ZU 6 Comments
  • Kansas City Southern Quarterly Trend Update - December 2013 Fourth Quarter
    Sun, Jan. 26 KSU 13 Comments
  • Union Pacific Corporation Quarterly Trend Update - December 2013 Fourth Quarter
    Sun, Jan. 26 CSX, NSC, UNP 2 Comments
  • Norfolk Southern Quarterly Trend Update - December 2013 Fourth Quarter
    Sat, Jan. 25 CSX, NSC 6 Comments
  • CSX Quarterly Trend Update - December 2013 Fourth Quarter
    Sun, Jan. 19 CSX 8 Comments
  • Is Union Pacific The Best Public Rail Company To Own For 2014 And Beyond?
    Editors' Pick • Tue, Jan. 14 CNI, CP, CSX 61 Comments
  • Will A Christmas Glitch Throw A Hitch In Zulily's Growth Story?
       • Dec. 26, 2013 ZU Comment!
  • Zulily: A Compelling Buy Or Just Another Flash Sale In Time?
       • Nov. 25, 2013 AMZN, ZU 12 Comments
  • Digging Into Criteo's Filings, Is This Company's Stock Price Poised To Blow Past Rocket Fuel?
       • Nov. 7, 2013 FUEL, CRTO 10 Comments
  • Rocket Fuel Inc. - A Potential Big Fish, Or Just Another Small Fry In The Ad-Tech Space?
    Editors' Pick • Oct. 20, 2013 FUEL 7 Comments
  • Individual Investor Portfolio Update: It's Time To Get Focused Back On Growth
    Oct. 20, 2013 AWAY, LNKD, LPI Comment!
  • Millennial Media: Is This Company's Piece Of The Mobile Advertising Pie Too Small?
       • Sep. 15, 2013 FB, GOOG, MM 30 Comments
  • Has Trulia, Inc. Positioned Itself To Be The Future Market Leader For Web And Mobile Real Estate Marketplace?
       • Aug. 26, 2013 LEDR, Z, TRLA 10 Comments
  • YuMe: An All-Inclusive Assessment Of The Company And Digital Video Advertising Market
       • Aug. 12, 2013 MM, TRMR, YUME 12 Comments
  • Laredo Petroleum: A Company That Will Provide Strong Returns For Patient Investors
       • Jul. 22, 2013 LPI 4 Comments
  • Tremor Video: Take Caution Before Considering A Long Position
       • Jul. 15, 2013 MM, YOKU, GOOG 4 Comments
  • Why Netflix's Biggest Threat May Be Discovery Communications
    Jul. 9, 2013 AMCX, AMZN, CBS 14 Comments
  • Individual Investor Portfolio Update: Transportation-Related Stocks Are Beating Market Indices
    Jul. 1, 2013 CHRW, CLH, DISCA 3 Comments
  • FedEx Versus UPS And DHL, A Comparative Analysis Of Global Logistics Giants
    Editors' Pick • Jun. 27, 2013 DPSTF, UPS, FDX 27 Comments
  • Youku Tudou: An Investment Opportunity That Won't Last For Long
    Editors' Pick • May. 23, 2013 BIDU, GOOG, NFLX 5 Comments
  • Key Items To Consider For Velti's May 13, 2013 Earnings Report
    May. 10, 2013 VELTF 38 Comments
  • Mobile Marketing And Advertising: Explosive Growth And The Companies Driving It
    Apr. 17, 2013 AAPL, AMZN, AOL 15 Comments