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  • Nokia A Rebound Play [View article]
    It could be but one thing is for sure that Windows phones are going to be a success. Developers are already shifting to make more apps for Windows.

    I heard from a friend who works for a telecom shop in the Netherlands that a lot of people are buying the Lumia 800 right now. A positive sign.

    The phone has a lot of good reviews, so that helps I guess.
    Jan 24, 2012. 02:52 PM | Likes Like |Link to Comment
  • Longwei Petroleum: High Return Unaccompanied By High Risk [View article]

    Do you think institutional investors (with a China focus) could be interested to snap up some shares?

    Best regards,

    Dutch Trader
    Jan 24, 2012. 09:00 AM | Likes Like |Link to Comment
  • Insiders Buying SkyPeople Fruit Juice [View article]
    BDO Hong Kong has a bad reputation, that's why I am happy that they changed to Paritz. Mostly these changes are because of saving money. Nowadays the accountancy business is a fighting market where little ones take on the bigger guys.

    I have to confess that all the allegations made by short sellers were bogus. Some guys did channel checks and their products were indeed in the supermarkets.
    Jan 23, 2012. 05:36 PM | Likes Like |Link to Comment
  • Insiders Buying SkyPeople Fruit Juice [View article]
    Exactly, but also some other Chinese and Brazilian producers.
    Jan 20, 2012. 02:11 PM | Likes Like |Link to Comment
  • Insiders Buying SkyPeople Fruit Juice [View article]
    The problem right now with Chinese fruit juice manufacturers is the fact that there are rumors that Chinese juices have high levels of sodium.
    Jan 20, 2012. 11:30 AM | Likes Like |Link to Comment
  • How To Benefit From China In 2012 [View article]
    ALN or CMFO?
    Jan 18, 2012. 05:59 PM | Likes Like |Link to Comment
  • China Loves Chocolate And You Can Profit [View article]
    Kraft Foods (KFT) pre-announced 2011 key performance figures, which slightly beat its previous guidance. Organic sales growth was 6.5% (vs. guidance of at least 6.0%), driven by double-digit gains in developing countries, while North America and Europe were also relatively strong with mid-single-digit growth. EPS rose 13% to USD 2.29 (vs. guidance of at least USD 2.27), compared to consensus estimates of USD 2.27.

    In a separate release, Kraft Foods announced several initial restructuring measures ahead of the company’s year-end split-up. These measures, mostly referring to the North American business, include outsourcing of local retail support, reducing the number of its management centers to 2 from 4, and shedding 1,600 jobs (about 1.26% of the company’s total workforce).

    The value-enhancing split-up plan (will be completed at the end of 2012) has been one of the key reasons for my positive view on Kraft Foods. The measures newly announced are likely to be only the first part of a more comprehensive plan in the course of this year.

    The preliminary 2011 figures are strong, confirming the company’s strong business momentum since the beginning of 2011. I expect consensus earnings estimates for both 2011 and 2012 to be modestly revised up.

    Detailed 2011 results will be released on 21 February
    Jan 18, 2012. 07:40 AM | Likes Like |Link to Comment
  • China Loves Chocolate And You Can Profit [View article]
    Chinese love milk chocolate but the real health benefits come from dark chocolate. Dark chocolate contains catechins which are powerful anti-oxidants that fight against cancer-causing cells and help prevent heart disease. So if the Chinese would replace their green tea for chocolate you will see an even bigger market emerging.

    What I heard and read is that Chinese especially like chocolate with peanuts, mangoes and strawberries.
    Jan 17, 2012. 04:44 PM | Likes Like |Link to Comment
  • China Loves Chocolate And You Can Profit [View article]
    Thanks for mentioning, I didn't read it but I will order it at Amazon.
    Jan 17, 2012. 10:05 AM | Likes Like |Link to Comment
  • A Kinder, Gentler Apple [View article]
    It's always good to write from a different perspective and try new roads, I was only curious.
    Jan 15, 2012. 02:43 PM | Likes Like |Link to Comment
  • A Kinder, Gentler Apple [View article]
    I have to confess that I am a little bit astonished why you wrote this article. Especially because you like in-depth analysis in articles. This letters are written every year to their employees.
    Jan 15, 2012. 02:31 PM | 1 Like Like |Link to Comment
  • Energy Exploration Boom Will Make Titan A Good 2012 Investment [View article]
    Great article Geo, like always!

    Sometimes I disagree with the opinions about China stocks, but I have to confess in most cases you were right.
    Jan 13, 2012. 11:56 AM | Likes Like |Link to Comment
  • Shares Of Weight Watchers Look Heavy At $70 [View article]
    The two partnership announcements with American Express and NYSE Euronext last week is a confirmation that WTW’s B2B business is on the rise (

    On the back of reduced work productivity, chronic absence from work, and high health care costs, employers in the US are getting increasingly involved in improving their employees’ health.

    According to a recent PricewaterhouseCoppers (PwC) survey, 67% of US employers surveyed responded that they plan to spend money on expanding or improving wellness programs in the US. 76% of survey participants and 85% of large employers now offer some form of wellness programs to eligible individuals. National Business Group on Health confirmed this trend through a survey that individuals are increasingly looking to their employers as a source of reliable information on wellness and health care programs. WTW is tying up with employers to promote its products, and plans to adapt its IT system to the reporting needs of employers. The B2B (Business-to-Business) approach should open up huge sales potential for WTW.

    WTW is a long term investment that's going to show nice profits for investors who have the time to wait.
    Jan 13, 2012. 11:38 AM | Likes Like |Link to Comment
  • Agrium Is A Great Buy On Weakness [View article]
    Bill, could be something for a follow up article about potash or Agrium! I just wanted to show investors that the company is well diversified but behaves like a pure commodity stock.
    Jan 13, 2012. 03:48 AM | 2 Likes Like |Link to Comment
  • Chinese Companies, Through A Macroeconomic Lens [View article]
    A great article which translates the macro economic view to micro level. I know there are still quite a lot investors bearish about Chinese companies, but believe me things are changing. Many private equity investors are snapping up and are going to snap up undervalued companies.

    A pity for investors who bought too high, but it gives us still enough opportunities to profit from.
    Jan 11, 2012. 05:33 PM | Likes Like |Link to Comment