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  • Lumber Liquidators Fools The Market... Again  [View article]
    You can't really compare them to Macy's in terms of valuation. Not when retailers like Sears, JC Penney, etc, are doing so poorly.

    Not much of a comparison to GTAT either. Are you saying that every company that gets sued will always go bankrupt?
    Feb 6, 2016. 10:10 AM | 1 Like Like |Link to Comment
  • Lumber Liquidators: The Hidden Diamond In Tilson's 'I'm Covering' Reasoning  [View article]
    Regarding the SEC and systemic abuse by shorts: we may have reached that point.
    Feb 4, 2016. 09:53 AM | Likes Like |Link to Comment
  • Lumber Liquidators Fools The Market... Again  [View article]
    They won't get even a slap on the wrist. There is no legal issue and no overhang. Regulators don't act based on silly tv shows, especially shows with a poor track record in terms of scientific accuracy.
    Feb 4, 2016. 08:31 AM | 5 Likes Like |Link to Comment
  • Virgin America Has Untapped Value As A Growth Pick  [View article]
    "(1) In the TTM, VA has lowest operating margins 12.48% among the low cost carriers JBLU (16.62%), SAVE (22.86%) and LUV (19.7%), even network carrier American pulls in with a respectable 17.12%."

    VA is certainly not a low-cost carrier, nor are they similar to American. They provide the best service of any US airline, and the awards shown in this article reflect that.

    "(2) You cite fuel expense as 26% through Q3, while a quick look at American has them at an unhedged 14.8% of revenue, an over 11 point advantage. It is not clear why there is such a big gap in the same time frame. It may be that American gets better fuel prices or maybe VA has an inefficient fuel purchasing model."

    Or it means VA has done a better job of managing their other expenses. There is no 11-point "advantage", and that is a strange way of twisting the issue around.
    Feb 2, 2016. 10:54 AM | Likes Like |Link to Comment
  • Tesla: The Empty Threat Of The Chevy Bolt  [View article]
    ^^^ This. The average person drives 400 miles in a day maybe once or twice a year. The Bolt is fine as a first car.

    If you really need to drive 400 miles in a single day, you can just rent a car. Paying $50 for a rental car once or twice a year really does not change the economics at all.

    But you're right, at this point in time the Bolt is not aimed at people who regularly make these sorts of extremely long road trips.
    Jan 12, 2016. 11:02 PM | Likes Like |Link to Comment
  • Tesla: The Empty Threat Of The Chevy Bolt  [View article]
    You want apples to apples but you're comparing the price of a used car to a new car? What??? And why is the Volt looking good, by your logic?
    Jan 12, 2016. 05:48 PM | 3 Likes Like |Link to Comment
  • Tesla: The Empty Threat Of The Chevy Bolt  [View article]
    You should have stuck to the arguments related to the differences in quality between the Tesla and the Bolt. Those are legitimate points.

    The range arguments are nonsense. With 200 miles of range the Bolt can't be a family car, but at 250 miles the Tesla can? So you're saying that everyone in America drives, what, 225 miles roundtrip each day? And you admit that most people think the Tesla will only have a 200 mile range anyway?

    Sometimes you need to self-edit and remove the parts of the article that just don't add up.
    Jan 12, 2016. 04:36 PM | 3 Likes Like |Link to Comment
  • Why You Should Invest In The Drone Industry  [View article]
    That is very speculative. The shipping companies are the experts when it comes to logistics, so they have a huge head start in terms of the nationwide infrastructure required to operate an efficient shipping company.

    "Amazon will also have their technology perfected long before FedEx or UPS."

    That makes no sense. For one thing, the Amazon drone can only carry very small, lightweight packages. It is basically a pipe dream.

    FedEx or UPS will buy their drones from a drone manufacturer, so there is no concern over the technology being perfected. Drones are already available today. They don't build their own trucks, so why would they build their own drones? At least Wal-Mart is doing the sensible thing and using proven technology (drones made by DJI).

    It's very ambitious that Amazon is trying to do everything on their own, but it doesn't make much business sense.
    Dec 3, 2015. 02:18 PM | 2 Likes Like |Link to Comment
  • Why You Should Invest In The Drone Industry  [View article]
    Drones won't hurt FedEx or UPS. That is like saying that the companies that build vans and trucks are hurting FedEx and UPS - which clearly isn't the case.

    Drones will provide another shipping method that FedEx and UPS can use to deliver packages (just like DHL, which you mentioned in the article). They should benefit if they can get new business or lower their costs by using drones.
    Dec 3, 2015. 09:53 AM | 1 Like Like |Link to Comment
  • Meet the Chinese Gigafactory  [View news story]
    Their cars are inferior, no doubt about that. Other Chinese products are fine.
    Nov 9, 2015. 11:07 AM | Likes Like |Link to Comment
  • A Detailed Look At China Techfaith's Real Estate Assets  [View article]
    Thanks, I'll take a closer look. It seems weird that Techfaith and the Shenyang government both have the same legal representative on that form (Wang Zhongbao).
    Sep 29, 2015. 09:54 AM | Likes Like |Link to Comment
  • A Detailed Look At China Techfaith's Real Estate Assets  [View article]
    So I guess they are just a real estate company now, as they are getting out of handsets and everything else.

    Is there any way to independently verify that they really do own the properties that they claim to own? Just to be sure. Thanks and great work.
    Sep 28, 2015. 12:36 PM | 1 Like Like |Link to Comment
  • NYT: U.S. and China negotiate world's first cyberweapons treaty  [View news story]
    Cyberweapons are obviously a relatively new concern, and this is a great first step to keep them under control. Credit goes to both administrations for getting it done. Clearly this doesn't address every possible concern, but it's a huge deal that can be built upon in the future.
    Sep 20, 2015. 04:21 PM | 2 Likes Like |Link to Comment
  • Coolpad Bidding War Brews Between Qihoo, LeTV  [View article]
    This article portrays QIHU as a victim, or as the dumbest person in the room. But you forgot that they had an ace up their sleeve - an ace worth $1.5B.

    I think Coolpad & LeTV could be in big trouble now, but not QIHU. As a QIHU shareholder I sleep very well at night - especially after today's news.
    Sep 8, 2015. 09:34 AM | Likes Like |Link to Comment
  • Silicon Motion's Q3 guidance cautious, full-year guidance stronger  [View news story]
    Great stock, amazing company. Trading at a ridiculous discount right now after hitting $36 not long ago. A good takeover target as well. There's really no excuse for not owning this one. $27.65 is the bottom or at least very close to it.
    Jul 27, 2015. 10:54 PM | 1 Like Like |Link to Comment