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  • Is This As Good As It Gets For Ambarella? [View article]
    I Like this article, but not sure if the following statement is true, at least it has to be supported by some facts:

    "Continued growth in the business sectors AMBA already DOMINATES: Security cameras, Auto rear view cameras, and high end sports video chip technology."

    Any one knows what are the market shares of AMBA for the above 3 sectors?

    Sep 14, 2014. 01:31 AM | Likes Like |Link to Comment
  • Oversold Everywhere [View article]
    Interesting article! Mainly based on technical analysis (NYSE:TA) plus trend statistics, I like the 4 Charts! Based on the charts, the current correction is rather severe, but not sure if it will continue to become even worse or ......? Only time will tell:-(

    Aug 8, 2014. 02:30 PM | Likes Like |Link to Comment
  • Can Amazon Deliver After Being Oversold? [View article]
    I have problems to understand your "Target Price" listed in the table under Fundamentals: 40 and 63. Are they the target prices for AMZN stock? Are they estimated based on PEG, etc.?

    Apr 8, 2014. 10:03 PM | Likes Like |Link to Comment
  • Emerging Semiconductor Leaders: Qualcomm's Top Spot Is Challenged [View article]
    Nice article, how about MediaTek? I hope you can have another article focusing on
    comparing QCOM and MediaTek.

    Mar 19, 2014. 12:22 AM | Likes Like |Link to Comment
  • Buy Apple: I Maintain My High Price Target, And Here's Why [View article]
    > Apple's earnings stalled temporarily in 2013 due to its transition
    > to the iPad Mini and iPhone 5C.

    Seems to me the main reason is that Apple's share in smart phone
    dropped significantly, unless the trend can be reversed then it's hard to
    APPL to keep the current momentum. Just my 2 cents.
    Dec 31, 2013. 04:27 AM | Likes Like |Link to Comment
  • Emerging Markets Bonds Merging Toward Trouble [View article]
    Hi, Jon

    Thanks for your great article, very interesting, especially the comparison of default rates of US HY and EM HY.

    But I failed to see where are the troubles for EM Bonds, say,
    in 2013, maybe I missed your main points. I did noticed EMB
    dropped over 3% YTD while EMLC remains strong , not sure why, wonder if you could share your view.

    Feb 5, 2013. 11:51 AM | 2 Likes Like |Link to Comment
  • Accuray Guidance, Backlog Make Stock Look Undervalued [View article]
    Hi, Chris

    I read your article with great interests, I understand the company's CyberKnife is quite successful, no debt, etc., but wonder why ARAY traded so low, now around $4 from early this year around $7-10, wonder if you could comment on this ? Due to no profit yet or due to the competitor VAR is much stronger?


    Dec 18, 2011. 05:29 AM | Likes Like |Link to Comment