Is Xinyuan Real Estate Co. Too Good To Be True? [View article]
Undervaluation is a great catalyst for MBO's. Right now this is frequently happening in the US-listed China space. Short sellers have driven stock prices to absurd levels, because they think all US-listed China stocks are frauds.
Unfair for companies that are legitimate, but that's how US capital markets react to a handful of shady China fraud companies.
Lumia 920 Set To Illuminate Nokia In 2013 [View article]
AT&T employees seem to prefer to sell iPhones, maybe because they dislike European quality products. Unfair because Apple's success is partly because of Nokia's patents.
An Exodus Of U.S.-Listed China Stocks Is Inevitable [View article]
A fairness opinion is not always fair because the expert is also going to look to comparable companies in the China space and will look to the current P/E of Chinese stocks. Mostly the conclusion is that the offered price is fair.
For long term shareholders it is frustrating because they kept faith in the company during turbulent times and will get back a fraction of their initial investment (purchase price). So fair can be unfair for some of us.
An Exodus Of U.S.-Listed China Stocks Is Inevitable [View article]
I personally think LPH is one of the few China stocks that stay listed in the U.S. and will get an appropriate valuation soon. First I thought it could be a going private candidate, but the stock price rebounded to the $2 mark, which is now the new support level.
Apple's Win Over Samsung Is A Kick In The Teeth For Google [View article]
brrrrrrrrrrrrrrrrrr Personally I think Apple (AAPL) is going to be the big loser.
Current patent laws do not foster innovation and only encourage crony capitalism where one company wields The System to bludgeon their opponents. Designs should only be protected as far as preventing a company from misleading the consumer into thinking a product is a different product. In short, to protect against knock-off products. User interface design and software design, beyond the art assets themselves, should also not be able to be patented. This is crony capitalism at its best and Apple should be ashamed.
Where we go from here?
Is putting a gps in a car an invention? is putting an aux or usb port in a car an invention, is using a carbon fiber body on a car an invention? should any of this be patentable even on the basis of design? What if the shape, form, even trade dress of cars were exclusive? Tech patent system is broken and Apple is being a real iDouchebag.
Personally I think Apple (AAPL) is going to be the big loser.
Current patent laws do not foster innovation and only encourage crony capitalism where one company wields The System to bludgeon their opponents. Designs should only be protected as far as preventing a company from misleading the consumer into thinking a product is a different product. In short, to protect against knock-off products. User interface design and software design, beyond the art assets themselves, should also not be able to be patented. This is crony capitalism at its best and Apple should be ashamed.
Where we go from here?
Is putting a gps in a car an invention? is putting an aux or usb port in a car an invention, is using a carbon fiber body on a car an invention? should any of this be patentable even on the basis of design? What if the shape, form, even trade dress of cars were exclusive? Tech patent system is broken and Apple is being a real iDouchebag.
Seeking Alpha In Chinese Companies' Privatization Spree [View article]
It seems that investors are still not convinced about investing a small amount of money in US-listed China stocks. I agree with you completely that there are plenty of Chinese names that will leave the U.S. capital markets if valuations stay depressed.
LPH, GPRC, TBOW, ALN, BORN, GA, OINK, SPU, TRIT, and so on.................
Tibet Pharmaceuticals Looks Like A Terrible Bet [View article]
Taking a company private is a great way for a fraudulent company to raise more cash when its options for raising money via secondary capital issues have diminished due to poor market perceptions. So in that sense it doesn't matter if a US-listed China company is fraudulent.
Going private is also a better face saving option than being publicly accused of fraud and then delisted. Another option is for the company to simply "Go dark" by not releasing any more financial information then being delisted (SRRY, DFEL, ALIF, CSNH).
In other words, the "going private" theme is a high risk investment strategy. Harbin Electric highlights this-there were potential problems with its accounting, the share price dived, but it still managed to make investors money by eventually going private.
Personally I don't think Tibet Pharmaceuticals is a fraud but you never know for sure. I burned my hands several times on US-listed China stocks. Investing in stocks is taking risk and in that sense it doesn't matter where you invest in Chinese companies or in American companies. There are enough examples of American companies that committed proved fraud. From Enron to Sunbeam and from Health South Corp. to Global Crossing.
Apple: Future Trillion Dollar Company Trading At 46% Discount [View article]
Innovation and Marketing drives the performance of companies. Apple has been good at it until now, but they could run out of steam. That's what I mean with not sustainable. Every company will face this point somewhere in lifetime.
Is Xinyuan Real Estate Co. Too Good To Be True? [View article]
Unfair for companies that are legitimate, but that's how US capital markets react to a handful of shady China fraud companies.
Lumia 920 Set To Illuminate Nokia In 2013 [View article]
An Exodus Of U.S.-Listed China Stocks Is Inevitable [View article]
For long term shareholders it is frustrating because they kept faith in the company during turbulent times and will get back a fraction of their initial investment (purchase price). So fair can be unfair for some of us.
An Exodus Of U.S.-Listed China Stocks Is Inevitable [View article]
Interesting Opportunities In The Vitamin Market [View article]
I just was researching and looking for candidates in the vitamin market and I saw that RedChip covers CDXC. That's how I found out about this company.
Btw I really think supplements are promising. I speak for myself because I buy Agaricuas Blazei Murill capsules at http://www.murill.com
China's Doldrums Hit Xiniya Fashion, But Growth Prospects Are Still Strong [View article]
Apple's Win Over Samsung Is A Kick In The Teeth For Google [View article]
Personally I think Apple (AAPL) is going to be the big loser.
Current patent laws do not foster innovation and only encourage crony capitalism where one company wields The System to bludgeon their opponents. Designs should only be protected as far as preventing a company from misleading the consumer into thinking a product is a different product. In short, to protect against knock-off products. User interface design and software design, beyond the art assets themselves, should also not be able to be patented. This is crony capitalism at its best and Apple should be ashamed.
Where we go from here?
Is putting a gps in a car an invention? is putting an aux or usb port in a car an invention, is using a carbon fiber body on a car an invention? should any of this be patentable even on the basis of design? What if the shape, form, even trade dress of cars were exclusive? Tech patent system is broken and Apple is being a real iDouchebag.
Google Is Going To Be A Big Loser [View article]
Current patent laws do not foster innovation and only encourage crony capitalism where one company wields The System to bludgeon their opponents. Designs should only be protected as far as preventing a company from misleading the consumer into thinking a product is a different product. In short, to protect against knock-off products. User interface design and software design, beyond the art assets themselves, should also not be able to be patented. This is crony capitalism at its best and Apple should be ashamed.
Where we go from here?
Is putting a gps in a car an invention? is putting an aux or usb port in a car an invention, is using a carbon fiber body on a car an invention? should any of this be patentable even on the basis of design? What if the shape, form, even trade dress of cars were exclusive? Tech patent system is broken and Apple is being a real iDouchebag.
Seeking Alpha In Chinese Companies' Privatization Spree [View article]
LPH, GPRC, TBOW, ALN, BORN, GA, OINK, SPU, TRIT, and so on.................
Tibet Pharmaceuticals Looks Like A Terrible Bet [View article]
Going private is also a better face saving option than being publicly accused of fraud and then delisted. Another option is for the company to simply "Go dark" by not releasing any more financial information then being delisted (SRRY, DFEL, ALIF, CSNH).
In other words, the "going private" theme is a high risk investment strategy. Harbin Electric highlights this-there were potential problems with its accounting, the share price dived, but it still managed to make investors money by eventually going private.
Personally I don't think Tibet Pharmaceuticals is a fraud but you never know for sure. I burned my hands several times on US-listed China stocks. Investing in stocks is taking risk and in that sense it doesn't matter where you invest in Chinese companies or in American companies. There are enough examples of American companies that committed proved fraud. From Enron to Sunbeam and from Health South Corp. to Global Crossing.
Zhongpin - Market Has Doubts About Proposed Deal [View article]
Everybody Loves Apple [View article]
Nokia Readies For Its Return [View article]
Nokia's Windows Phone Lumia Will Conquer The World Bit By Bit [View article]
Apple: Future Trillion Dollar Company Trading At 46% Discount [View article]