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  • Nokia's Windows Phone Lumia Will Conquer The World Bit By Bit [View article]
    @davel Innovation and Marketing drives the performance of companies. Apple has been good at it until now, but they could run out of steam in some years from now. That's what I mean with not sustainable. Every company will face this point somewhere in lifetime.

    As an investor you have to guess or find that point. For now Apple is a well run company with an attractive business model, but things can change fast in the technology sector.
    Feb 9 04:49 PM | 3 Likes Like |Link to Comment
  • Nokia's Windows Phone Lumia Will Conquer The World Bit By Bit [View article]
    The success of Lumia in Northern Europe is extraordinary. In my country, The Netherlands, it was the best selling phone in December. Leaving iPhone 4s and Samsung Galaxy S Plus in the back.

    Right now the ranking in Holland is:

    Samsung Galaxy S II
    BlackBerry Torch 9860
    Nokia Lumia 800
    iPhone 4S 16GB, zwart
    BlackBerry Bold 9900
    Feb 8 06:03 PM | 3 Likes Like |Link to Comment
  • Nokia's Windows Phone Lumia Will Conquer The World Bit By Bit [View article]
    By the way a lot of Apple users are also getting bored of Apple, because they don't feel Apple is something special (exclusive)anymore. Apple has become a big patent fighting machine. The never ending court battles that Apple starts, seems more to destroy competition rather then licensing and giving some assistance to industry innovation.

    Because Apple has lost exclusivity people get bored, that's the side-affect of success.
    Feb 8 05:15 PM | 3 Likes Like |Link to Comment
  • Nokia's Windows Phone Lumia Will Conquer The World Bit By Bit [View article]
    Maybe these numbers are even conservative because in the end you will see that more and more Symbian users are going to switch to Nokia's Windows Phones.
    Feb 8 05:04 PM | 3 Likes Like |Link to Comment
  • Apple: Future Trillion Dollar Company Trading At 46% Discount [View article]
    But I agree with you all that Apple deserves a higher valuation, but maybe it has something to do with the fact that most fund managers have already a maximum weight on Apple and it is difficult to add positions at this point. Apple should urgently start to pay some dividend in order to attract new asset class investors and support stock price increases from here. But as long as they have enough growth to satisfy investors I think they will keep the "dividend wild card" for a weaker quarter publication.
    Feb 8 10:48 AM | 3 Likes Like |Link to Comment
  • Apple: Future Trillion Dollar Company Trading At 46% Discount [View article]
    Apple's growth story is not sustainable. Especially with the new Windows Phones and Androids knocking on the doorstep.

    The company got just to big to continue to grow at the pace they did and of course they would need a massive product launch in order to maintain it.
    Feb 8 10:28 AM | 3 Likes Like |Link to Comment
  • Eni ADR Shares Are Worth At Least $55, According To Knight Vinke [View article]
    Great analysis on Eni! Thanks.

    P/E below 8.
    Feb 7 05:56 PM | 3 Likes Like |Link to Comment
  • Longwei Petroleum: High Return Unaccompanied By High Risk [View article]
    Great article and I agree with you completely! LPH is undervalued by all metrics.
    Dec 15 11:00 AM | 3 Likes Like |Link to Comment
  • Taking A Break From Apple [View article]
    I changed my view for several reasons. One of the reasons is that it's market cap is not going to double in the nearby future. Last weekend I was thinking competition is heating up (Samsung, HTC, Google) so on one way or the other it has to impact the growth story.

    There are too many free apps available. Apple can't accept a future in which too many apps are technically free — something that has already happened on Android — unless they are also taking a cut when money changes hands outside of app download.

    Of course I am still a big Apple fan, only for now I prefer the sideline.
    Oct 20 05:45 PM | 3 Likes Like |Link to Comment
  • Taking A Break From Apple [View article]
    This made me sell:

    Everybody knows Apple managed to calm the disappointed herd, mainly by using the phrase “we’re thrilled” seven times during the call while pointing out that the big miss in iPhone sales was likely due to everybody waiting around to buy the new iPhone 4S. But not one of Wall Street’s Finest—not one—asked about the most disturbing pattern coming out of Apple’s earning release: the measly 1% year/year revenue increase at Apple’s retail stores, the 26% year/year profit decline at Apple’s retail stores, and the mere 4% year/year growth in visitors to Apple’s retail stores. Certainly, there was an impact at the retail stores from the Apple Faithful waiting for the new iPhone. But even before this quarter's jaw-dropping sequential-quarter momentum collapse from up 36% in June to up 1% in September—a downshift we can not recall seeing at any retailer, ever (please come up with one, and we'll highlight it here)—the Apple retail stores had been losing their mojo. For example, from the December 2009 to the June 2010 quarter, retail visits rose from 51 million to 61 million. This year, visits from December 2010 to June 2011 did not rise at all—from 76 million to 74 million. Something’s happening here. What it is ain’t—exactly—clear.
    Oct 20 04:42 PM | 3 Likes Like |Link to Comment
  • Quench Your Value Thirst With Duoyuan Global Water [View article]
    Duoyuan Global Water (DGW) has had extensive due diligence by SAM sustainability asset management (owner Robeco, The Netherlands).

    Those sustainability guys turn a company upside down and shake it before investing one dollar.
    Mar 10 06:00 PM | 3 Likes Like |Link to Comment
  • U.S.-Listed China Stocks Vulnerable to Management Buy-Outs [View article]
    At the end I think a lot of Chinese companies are disappointed in the U.S. capital market, so they prefer to go private or change their listing to China, HK or Taiwan. Despite that the number of Chinese companies listing in the United States will surge by 50 percent this year after hitting a record high in 2010, according to Ernst & Young on Monday.
    Mar 9 02:50 PM | 3 Likes Like |Link to Comment
  • Investing in Agriculture [View article]
    First of all, food is an essential commodity for life. The world's population is still growing and the demand for food in China is rising because a greater proportion is becoming affluent enough to eat well.

    Thanks to growing incomes, the demand for better diets and more protein is just beginning. I believe that you've only seen the early stages of an agricultural boom, and that it will be one of the most profitable sectors the coming years you can invest in.

    At the same time, the growing consumption of corn, sugar, and wheat to produce ethanol is essentially taking food out of hungry mouths.

    And as is often the case for many of today's new hot investment trends, you need look no further than China to find some of the best investment opportunities.

    Four Reasons to Jump on The Chinese Food Bandwagon ...

    While China is known for rice farming, there are plenty of other attractive agriculture investment areas ...

    China has changed from being a net exporter to being a net importer of major agricultural crops. With 1.3 billion hungry mouths to feed, China can't produce enough food to meet its own demand, let alone other country's needs.

    Chinese agricultural companies are protected by the government and foreign competition is heavily regulated. There are two Great Walls in China; the physical Great Wall and the governmental "great wall" that protects Chinese companies against foreign competitors. Chinese agricultural companies enjoy a state-sanctioned monopoly.

    Recent droughts and extreme water pollution have negatively impacted China's food supply. Rapid industrialization has severely polluted China's water supply and made the current drought even more painful.

    As more Chinese move from the rural interior to more affluent coastal cities, consumption of all food commodities have exploded. And this will only continue as more Chinese move into urban settings!

    If you're interested in the Chinese agricultural companies, there is no shortage of investment options, many of which are traded on U.S. exchanges. Here is a partial list of companies that have piqued my interest:

    China Agri-Business (CHBU)
    Man Shing Agricultural (MSAH)
    China Marine Food Group (CMFO)
    Yuhe International (YUII)
    China Kangtai Cactus Bio (CKGT)
    China Swine Genetics (CSWG)
    Sino Agro Food (SIAF)

    Man Shing Agricultural Holdings, Inc. (MSAH) for example is one of the largest Chinese exporters of fresh ginger to Japan, the United Kingdom, and the Netherlands.

    Last Friday they announced some very good results.

    Of course most of the companies in the list above are emerging with all the risks involved.
    Feb 13 12:23 PM | 3 Likes Like |Link to Comment
  • Teva Misses, Guidance Falls Short [View article]
    Though - admittedly - not great performers of late, the shares remain undervalued at a PE of 10 X 2011, with guidance not yet known for 2011.

    The success of the pipeline and the ongoing growth of the generics business (as more 'blockbuster drugs' now go off patent) coupled with a disciplined and strong M&A strategy bodes well for Teva's future. FX effects were the main negative in these numbers, plus the slow take up of generics in the US (could be due to low number of new generics launched there lately) but this does not deter from the longer term attraction of the shares.

    Cost cutting has to be done by all governments, especially on rising Healthcare costs, and the Patent Cliff now faced by Big Pharma gives Teva ample opportunities to gain 'exclusivity' rights for new generics (18 months) and establish market shares this way.
    Feb 10 04:52 AM | 3 Likes Like |Link to Comment
  • China MediaExpress: Groundwork, Research, And Videos to Disprove Allegations [View article]
    A Flash Crash almost happened. So I think we get a once in a life time buying opportunity the coming days.
    Feb 3 05:08 PM | 3 Likes Like |Link to Comment