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  • 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.
    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
  • 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
  • China New Borun: Born to Run or Destined to Fall? [View article]
    SEC filings are the basis for your research (DD). Field research is also very important, that's why I hope a lot of analysts and investors will do the necessary groundwork in China for the people who can't visit China.

    Oct 21 08:46 AM | 6 Likes Like |Link to Comment
  • Orient Paper and the Unfortunate Shady Corners of Wall Street [View article]
    Personally I think a lot of professional short sellers use this tactics, including Jim Chanos, Greenberg and other bashers. I my opinion (naked) short selling is unethical when you publish misleading reports and try to benefit from it. This way of making money has to be forbidden.
    Aug 6 04:03 PM | 6 Likes Like |Link to Comment
  • U.S.-Listed China Stocks Vulnerable to Management Buy-Outs [View article]
    Joe, to be honest I don't know the company from a fundamental view.
    So I will not be a long term holder of CSR.

    The intention to going private is there, otherwise the company would not create a Special Committee and retain Nomura and S&S.

    So something is going to happen in the nearby future.

    Otherwise, why they would spend thousands of dollars for legal, financial and accounting advisors?
    Mar 9 10:03 AM | 5 Likes Like |Link to Comment
  • China Small Cap Stocks: Should You Buy, Sell, Or Simply Stay Away? [View article]
    Look for example at China Marine Food ( Oberweis Asset Management was a big buyer recently. From Dutch institutional investors I also know they bought some stocks after visiting the company in China.

    And still shorts are out there claiming frauds without even visiting the company and do some due diligence on the ground in China.
    Feb 20 03:29 PM | 5 Likes Like |Link to Comment
  • The Game of Shorting China MediaExpress Has Been Exposed [View article]
    If investors ask you something you answers are mostly the same. You ask for example if people did their own due diligence.

    My question to you would be.

    Did you due diligence on MW?
    It seems that you believe no one else except MW. I would recommend the book: Top Hedge Fund Investors: Stories, Strategies, and Advice by Cathleen M. Rittereiser and Lawrence E. Kochard (Wiley, 2010) so you learn more about the due diligence process of selecting hedge funds.
    Feb 15 03:29 AM | 5 Likes Like |Link to Comment
  • Warren Buffett in His Own Words: 23 Timeless Quotes on Investing [View article]
    "Risk comes from not knowing what you're doing"

    Wonderful quote which we all know by now because of the Subprime Crisis.
    Dec 3 02:36 PM | 5 Likes Like |Link to Comment