hweb, re: SEV -- great trade! I'm hoping this can pull an ARCW/PRCP-like run (or even KONE for that matter!).
The fully taxed EPS of .14 was better than i had expected, and with mgmt predicting margin expansion, that bodes well. Toss in the China EV JV, and there's definitely some excitement here. Oh, and the final wildcard is Gabelli's activism.
Solid DD combined with timeliness and conviction is a recipe for profits.