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Anh Hoang

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  • BYD: Great Company Will Come Out Stronger After A Little Glitch [View article]
    Berkshire Hathaway , via MidAmerican energy, owns 9.56%. Li Lu, via LL Group (which i think Munger's money is held in here), owns 2.36%. From BYD's 2012 first half year report.
    Sep 28 12:27 PM | Likes Like |Link to Comment
  • Intel: The Downgrade Is Already Reflected In The Current Valuation [View article]
    Windows has done a great job of bundling windows with laptops. hopefully windows 8 can come up as great.
    Sep 28 12:20 PM | Likes Like |Link to Comment
  • Facebook: Good Stock For Short-Term Traders Now, Not For Long-Term Value Investors [View article]
    That might be true. The more population and network users build, the more sticky it is. However, the value and the price is what I am concerned about
    Sep 28 02:44 AM | Likes Like |Link to Comment
  • Intel: The Downgrade Is Already Reflected In The Current Valuation [View article]
    That's true. the 4% dividend is already nice enough. Investors should be long-term, this year results might look not as promising, but for sure, this price is cheap for long-term results.
    Sep 27 11:37 AM | 1 Like Like |Link to Comment
  • Intel: The Downgrade Is Already Reflected In The Current Valuation [View article]
    what is the premium for your calls? strike price is $23 right? Is there any LEAPS on Intel?
    Sep 27 11:36 AM | Likes Like |Link to Comment
  • BYD: Great Company Will Come Out Stronger After A Little Glitch [View article]
    3 segments of BYD in the first half 2012:

    1. Automobile business: being Affected by macroeconomic slowdown and overall declined market share of domestic brands, increase the competition in domestic market. BYD actually are shifting the product mix to medium and high-end markets. The company reported that by enhancing the quality of the products, the near-term cost is increasing. In addition, BYD is receiving support from the Chinese government. It will have the advantage in the market of domestic urban public transport.It mentioned in the report: "The increase in the Group’s commitment to the quality of its products may lead to increase in cost in the near-term but, in the long run, is conducive to the enhancement of the Group’s automobile products’ competitiveness and the reputation of its automobile’s brand, thus ensuring the continuing growth of the Group’s automobile business in the long term."

    2. Handset component and assembly business: First half of 2012 reflected the decline in sales of a major customer. The major customer has transformed the business from manufacturing handset to smart phones. However, the firm has acquired other emerging intelligent terminal customers.

    3. Rechargeable battery: The lithium-ion battery models has actually recognized sales growth during the period, but only nickel batteries segment has the decline in sales. The solar photovoltaic market suffered from the supply-demand imbalance. BYD expected that with the rebounded demand and gradual clear of inventories, the price of solar photovolatic will be stablized.

    The most important thing that Buffett and Munger stressed is the quality of the management. And it might last for months, or several years. As it involves with the overall economic and industry outlook, it's hard to predict when, but if the management is great, then the management can push forward the company. Look at Apple since Steve Jobs came back, and IBM on the verge of bankruptcy, then Lou Gertsner came to IBM in 1993 to turn things around.

    Wang ChuanFu is holding a significant stake in BYD. He holds more than 36.5% of A shares and 24.24% of total share issued capital.

    Sep 27 10:21 AM | Likes Like |Link to Comment
  • IBM: Still A Buy With A New Chairman [View article]
    Yes, both previous chairmen have done a great job in turning IBM into great and large growth company. Let's wait and see.
    Sep 27 09:51 AM | 2 Likes Like |Link to Comment
  • IBM CEO Virginia Rometty has been named chairman, effective Oct. 1. She replaces Sam Palmisano, who is resigning from the board. Rometty replaced Palmisano as CEO in January. (PR[View news story]
    http://seekingalpha.co...
    Sep 26 10:45 PM | Likes Like |Link to Comment
  • IBM: Still A Buy With A New Chairman [View article]
    That is so true. For more than half of a century it has proven so
    Sep 26 09:10 PM | 2 Likes Like |Link to Comment
  • Time Warner Cable: Should Investors Buy After Morgan Stanley's Valuation Upgrade? [View article]
    They have good cash, and they started to pay dividends in 2010. But they employed more long-term debt year over years for the last 5 years. Yes and for this price it is quite expensive.
    Sep 24 10:05 PM | Likes Like |Link to Comment
  • Time Warner Cable: Should Investors Buy After Morgan Stanley's Valuation Upgrade? [View article]
    Thanks for the input for the management. It's a very crucial factor.
    Sep 24 09:57 PM | Likes Like |Link to Comment
  • CVS: The Pharmacy To Buy For Constant Income And Potential Upside [View article]
    Thanks. You can read some of my other big cap articles relating to cisco, intel and coke. In addition, feel free to suggest ideas so that we can exchange.
    Sep 24 08:14 AM | Likes Like |Link to Comment
  • Coca-Cola: Buy At Not So Pricey Valuation Now [View article]
    Please clarify more, you mean the currency advantage?
    Sep 24 06:51 AM | Likes Like |Link to Comment
  • Coca-Cola: Buy At Not So Pricey Valuation Now [View article]
    Thanks Rapp.
    Sep 23 09:13 AM | Likes Like |Link to Comment
  • Cisco: A Compelling Buy Now For Various Reasons [View article]
    Brad,
    Appreciate your inputs a lot. Knowing the management well for position concentration is extremely critical. Please update me more on this.

    According to 14DEF filing as of Oct 2011, Blackrock is holding 5% of the company. And its Chairman and CEO, John Chambers, effectively holds more than 12 million shares of the company (total current value of more than $220 millions). He joined the company in 1991 and became its CEO in 1995.
    Sep 21 09:13 PM | Likes Like |Link to Comment
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