More growth, easier comps, possible dividend hike, and end of transition year. Easy refinancings of debt. Plus, likely no Fed tapering for quite some time. All the lights are green here.
As the short position is off its peak but certainly not small, I wonder what shorty has been thinking here for the past few months? Dividend day can't be much fun for him either. This has to be an increasingly ugly, expensive mistake for him.
I respect shorts because they are often professionals/institutions. Big short positions do make me think twice. But as a retail investor, I've had this experience before where shorty just kind of persists in losing his rump, when the long case is already clearly the right case, until you'd think he'd be long past the pain point. But I'm guessing some dummy out there really believes that PayPal and Xoom will crush WU and has money (a short position) on that prediction.