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  • TD Ameritrade's Exposure To HFT Frontrunning Is A Class Action Nightmare Waiting To Happen [View article]
    Some follow up questions:
    What details can you share of the Citadel relationship? When did AMTD start this practice, how easy would it be for them to stop it? How has AMTD benefited from trading with Citadel?
    May 22, 2014. 12:43 PM | Likes Like |Link to Comment
  • Volaris: The Spirit Airlines Of Mexico Is Poised To Soar [View article]
    so, what went wrong here... why is the stock down 50% since your article?
    Apr 28, 2014. 09:30 PM | Likes Like |Link to Comment
  • WageWorks: Rage For This Cloud Story About To Hit A Wall [View article]
    Nice work, distinguishing real organic growth from sales they are purchasing. Could be a source of confusion. The PEG of the company seems quite high! Do you happen to know how much they are paying for inorganic growth? Are they paying with cash or expensive stock?
    Apr 4, 2014. 09:58 AM | 1 Like Like |Link to Comment
  • High Conviction: A Chinese Motor Maker Firing on All Cylinders [View article]
    Harbin is a domestic growth story; they are not a big exporter. As a dominant vendor at this stage of China's development, that gives them enough runway to grow as the number of motors per capita grows faster than GDP. Corporate Gross Margins in the low 30's; motor products may suffer margin pressure over the next few years but be offset over time by increasing vertical integration, customization & service business. The company has a relatively clean shareholdings with the CEO owning over 30%.

    Rail is also a good growth story in China, but it has more government policy risk, and for equipment providers, higher customer concentration.
    Mar 26, 2010. 06:24 PM | 2 Likes Like |Link to Comment