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  • Coffee Holding Is Still Worthy To Look At [View article]
    I agree with you completely.

    The catalysts could be their expansion within the supermarket chain. Café Caribe but maybe also Don Manuel and Teton Tea could fuel more revenue growth.
    Jul 30, 2015. 09:12 AM | 1 Like Like |Link to Comment
  • Korean Biosimilar Companies, A Threat For Big Pharmaceuticals? [View article]
    Don't underestimate the Koreans. First, their inspirations were to become a leading force in IT. With Samsung, they became one. Now, they are focused on the pharma sector (biosimilars).

    http://bit.ly/1JCqLhN

    The experience they will get from this will take them to the next level.
    Jul 24, 2015. 07:40 AM | Likes Like |Link to Comment
  • Korean Biosimilar Companies, A Threat For Big Pharmaceuticals? [View article]
    Thanks for your feedback.

    Despite, the information below is outdated. It still gives an overview of the big players in the biosimilar field.

    http://prn.to/1JCp4ke

    Teva has still some projects rolling. For more information about their projects, read articles below.

    http://bit.ly/1JCpo2k

    http://bit.ly/1JCpKGf
    Jul 24, 2015. 07:16 AM | Likes Like |Link to Comment
  • Korean Biosimilar Companies, A Threat For Big Pharmaceuticals? [View article]
    Pfizer is expected to become the leader in the biosimilar and generic drugs market, following its $17 billion acquisition of Hospira.
    Jul 24, 2015. 07:06 AM | Likes Like |Link to Comment
  • Is The European Telecom Sector Still Attractive? [View article]
    Personally, I think the telcos have to more innovative and offer services at competitive prices, which generates user demand.
    Jul 18, 2015. 12:51 PM | Likes Like |Link to Comment
  • Is The European Telecom Sector Still Attractive? [View article]
    China Mobile is the largest mobile service provider on the planet.

    TeliaSonera from Sweden and Orange, formerly known as France Telecom, from France are both interesting as well. The first one has a strong presence in the Nordics, Baltics, Russia and former Soviet Union states. Especially, the cooperation with Spotify could deliver innovative services going forward. With a dividend yield of 6%, an investment worthy candidate.

    Orange (France Telecom) has a strong presence in Eastern Europe and African countries and offers also a healthy dividend of approximately 6%. Growth has to come from its emerging subscription base.
    Jul 17, 2015. 07:18 PM | Likes Like |Link to Comment
  • My Bet On Seeking Alpha's Future [View article]
    Congrats, despite my contributor status is revoked because of editorial issues.

    Seeking Alpha is the place to be for research-driven content.
    Jul 3, 2015. 09:27 AM | 3 Likes Like |Link to Comment
  • KongZhong: Going Private Offer Too Low? [View article]
    Personally, I think we will see a situation similar to the one in Giant Interactive in 2014. At first there was also a disconnection with the buyout offer (November 2013) and the stock price, but at the end this big difference will disappear. During the process, the parties involved can sweeten the bid for the company. In the case of KongZhong the group could raise the bid to $9.
    Because the whole process will take some time (6 months), the discount will stay there for some months. Despite that, I think investors have almost a free lunch here. 
    Jul 2, 2015. 01:35 PM | 1 Like Like |Link to Comment
  • GigaMedia: Significant Discount To Net Cash With Call Option On New Growth Businesses [View article]
    http://bit.ly/1EAirwb
    May 12, 2015. 11:20 AM | 1 Like Like |Link to Comment
  • GigaMedia: Significant Discount To Net Cash With Call Option On New Growth Businesses [View article]
    The new growth business seems to be something unexpected, LOL. See press release today.
    May 12, 2015. 11:17 AM | Likes Like |Link to Comment
  • SkyPeople/Coca-Cola Buyout Thesis In Play [View article]
    Buy-out scenario will become realistic if all projects are finished and operational.
    Apr 22, 2015. 11:18 AM | 3 Likes Like |Link to Comment
  • TCP International: New Management And Quality Control Could Mean At Least 50% Upside [View article]
    Now that the CEO has resigned, the company will be shopped. I guess Yan want to cash out his stake. There could be many suitors, from Philips Lightning to Osram.
    Apr 21, 2015. 03:37 PM | Likes Like |Link to Comment
  • MVC Capital: A Deeply Undervalued BDC [View article]
    I am looking into their auto dealership business and it seems that they are still looking for people.

    http://bit.ly/1J23kTk

    You will find your answers regarding the closed investments in the company's presentations.

    http://bit.ly/1J23lqo
    Apr 20, 2015. 06:15 AM | Likes Like |Link to Comment
  • Synutra International, An Undervalued Opportunity In The Chinese Infant Formula Market [View article]
    Ausnutria, listed in HK, has four plants in my country The Netherlands. This stock looks also promising if you can trade HK shares. The expansion of their production capacity will lead this year to much higher revenues.

    http://bit.ly/1ES17bz


    http://prn.to/1BX1cnt
    Apr 3, 2015. 02:51 PM | Likes Like |Link to Comment
  • Synutra International, An Undervalued Opportunity In The Chinese Infant Formula Market [View article]
    My price target for the short term (<1 year) would be around $13, calculating 15x earnings.
    Apr 1, 2015. 02:38 PM | Likes Like |Link to Comment
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