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  • China MediaExpress: The Most Polarizing Stock in the World [View article]
    It is all part of a conspiracy against Chinese stocks. Hedge funds play a key role, if you would ask me.

    Or course there are frauds out there, but a lot has to do with misunderstanding the facts.
    Feb 10 11:04 AM | 8 Likes Like |Link to Comment
  • NQ Mobile: It Can't All Be A Scam, Can It? [View article]
    When the dust settles, favorably, a company with 40% revenue growth, 30% operating margins valued at 4x earnings, should be hard for investors to ignore. The company's uncertainties are overly exaggerated.
    Aug 21 08:36 AM | 7 Likes Like |Link to Comment
  • NQ Mobile Paid Over $80 Million For A Copyright Violating Live Wallpaper Company? [View article]
    Lie and distort, will likely have an impact again on NQ's results.

    Bashing stories have in most cases an impact on the financial results of the targeted company. It's basically creating a self-fulfilling prophecy by the shorters.

    Why?

    Investors/consumers/users are reading these stories an act on it. So by creating distortion users really think NQ is doing something wrong. This will lead to a decrease in the company's consumer base and creates disappointing business results for the company.

    So at the end the shorter/basher can say: I was right all the way....numbers are fabricated/products are trash/.................

    This kind of practice has to stop, because it can devastate a company!
    Apr 25 05:47 PM | 7 Likes Like |Link to Comment
  • Time Is On The Side Of The NQ Longs [View article]
    In this specific case short sellers have to understand that the new cash confirmation procedures done by the big 4 auditors are water proof. So the argument used by several short sellers that the money is not there or not real is just insane.

    If this case was presented some years back, the short seller's thesis could have some merits. But many things have changed and for now auditors are much more clever than crooks. Cooking the books has become much more difficult.

    The popularity of http://bit.ly/18N3KdW has also been benificial for the whole sector.

    btw Short sellers did a great job to unfold issues at LLEN and FU, but that are totally different cases.
    Nov 29 08:42 AM | 7 Likes Like |Link to Comment
  • NQ Mobile Using Sino-Forest Tactics To Delay The Inevitable? [View article]
    The problem I have with short attacks is that they always focused on the accused and not the accuser. A short attack could also seen as a criminal fact, because you harm investors, employees, etc. etc.

    Yes, we are still long and are losing. But we will prevail!
    Oct 28 11:13 AM | 7 Likes Like |Link to Comment
  • Royal Dutch Shell, Show Me The Money In Dividends [View article]
    From Rick D.

    Tax-wise, for U.S. investors in taxable accounts, A and B shares are generally a wash.

    If you buy B shares, every dollar of dividend is paid to you and you pay U.S. taxes on that dollar, typically at 15% so you end up with 85 cents after taxes.

    If you buy A shares, your dividends are subject to 15% Dutch withholding tax, so 85 cents of every dollar is paid to you. You pay U.S. taxes on the full dollar, costing you another 15 cents, so you're down to 70 cents. You then claim the foreign tax credit on your U.S. tax return and get the Dutch withholding tax back from the U.S. government, so you're back to 85 cents after all taxes and credits.

    So in a taxable account, it doesn't matter if you've got A shares or B shares. Either way you end up with 85 cents of every dividend dollar after all taxes and credits.

    In an IRA, you want the B shares because you can't claim the foreign tax credit for foreign taxes paid by an IRA
    Dec 1 03:31 PM | 7 Likes Like |Link to Comment
  • Puda Coal Chairman's $12 Buyout Offer: The Most Doubtful LBO of All Time [View article]
    Alfred, personally I think the Chairman's proposal could be successful and in the end will be similar to the proposal of the CEO of CSR. If the guy has good connections with Chinese financial institutions financing is not the problem.

    seekingalpha.com/artic...
    May 3 09:16 AM | 7 Likes Like |Link to Comment
  • Orient Paper: Loeb's Not the Right Firm for the Investigation [View article]
    I guess Chinese Company Analyst and Muddy Waters are the same. Short selling has to be forbidden, but that is my opinion.
    Jul 22 08:52 AM | 7 Likes Like |Link to Comment
  • NQ Mobile: It Can't All Be A Scam, Can It? [View article]
    I think they will do some restatements in the end. The "Fraud" word in the China investment space is nowadays widely accepted and used. Everything that is different or questionable is already considered "Fraud".
    Aug 21 07:47 AM | 6 Likes Like |Link to Comment
  • Portfolio Manager Sees Many Troubling Signs With NQ Mobile [View article]
    This article also harms the company's business, because clients are going to believe they are being ripped off.

    Goldbaum: What's your hidden agenda?
    Why this hedge fund manager is focused on one stock in particular? Are you hired by NQ's competitors to play the game of distortion or what's happening?
    Jan 7 01:47 PM | 6 Likes Like |Link to Comment
  • Research Report: What Baseball Can Teach Us About NQ Mobile [View article]
    Are you the research king of Wall Street?

    When MW started their crusade against $NQ some institutional investors left the building. The ones that stayed or took a new position did even more due diligence than they would normally do. So the chances that they are wrong are almost non- existent.
    Dec 11 03:42 PM | 6 Likes Like |Link to Comment
  • NQ Mobile: Extremely Overhyped Even When Ignoring All Signs Of Fraud [View article]
    I ran out of breath, so I am not going to comment anymore.
    Nov 26 09:17 AM | 6 Likes Like |Link to Comment
  • BlackBerry Sells Out In 90 Minutes At Selfridges [View article]
    Great article Michael!!! We are long BBRY with our fund.

    BlackBerry has a great future, many people are tired of iPhone and want to try something different, at least here in the Netherlands.
    Apr 26 04:05 PM | 6 Likes Like |Link to Comment
  • The Game of Shorting China MediaExpress Has Been Exposed [View article]
    Who is right or who is wrong is still questionable, my opinion is not questionable because I believe CCME didn't commit fraud.

    Due diligence has been done by a lot of professionals, so why I have to do it?

    I read the MW report and all claims made by MW are already debunked by several sources.

    Feb 14 11:48 AM | 6 Likes Like |Link to Comment
  • Election Results: Big Win for GOP, Potential Loss for the Economy [View article]
    "This country is not bankrupt. We are not the European Union. We are not Argentina. We are not Zimbabwe. We most certainly are not Greece. As the monopoly supplier of currency in a floating exchange rate system we can always afford to spend in our own currency."

    A little bit arrogant if you say the European Unity is bankrupt. Northern Europe countries as the Scandinavian countries, Germany and my own country the Netherlands are far from being bankrupt and belong to the TOP-10 of most reliable countries in terms of government accounting and keeping debt levels under control.
    Nov 3 11:31 AM | 6 Likes Like |Link to Comment
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