Global Ship Lease: Heads I Win, Tails I Don't Lose Much [View article]
$GSL I regret that I didn't find this sooner, I was invested in SBLK, FREE, DAC. My investment mentality is the heads I win, tails I don't lose much and then ample diversification to ensure that I don't lose.
China Medicine: Expect a Big Quarter [View article]
$chme And you were wrong. Good Try. Still a good company to own and will outperform the market in the coming year. just watch (this means you should buy, cause watching is unprofitable)
China Medicine: Expect a Big Quarter [View article]
Brilliant. $CHME This is more intelligent than anything else that was posted today across seekingalpha. Most people find it difficult to measure intelligence, so I'm here to lend a helping hand.
This company is a call option on the CEO. $HEK He has apparently had a great run and knows what he's doing. I'm probably being overly cautious but I'd say that with great confidence this stock will outperform the market over the next year, 3 years, 5 years, and beyond. That said, I still don't own it. Hence the caution. I called them up and emailed them and can't get through to ask my questions. Otherwise I'd probably be buying here. Looking at this from a fundamental perspective is foolish in my opinion. All that matters is if you believe someone that appears to know what he is doing, can take advantage of a crisis situation.
$SLM Cheap. Glad to know that your definition of overbought has nothing to do with what the underlying value of the company being traded is actually worth.
Example: Where I come from, the 50 day moving average of home purchase fluctuations doesn't imply overbought. If you have a home trading around $1M with minor fluctuations over the past 50 days and it's really worth $100K, I would say that it is overbought but you wouldn't even pick it up on your screen.
Developers Diversified Realty (DDR): Q2 FFO of $0.51 beats by $0.01. Revenue of $204M (-8%) vs. $202M. Shares closed +12.9%. (PR) [View news story]
DDR - been watching. Going to $15 within the next year. $DDR
Good luck to those that are following me. Enjoy the nice dividend when they bring it back. Get this in your retirement account if you have the choice between retirement or trading to protect the dividend.
Mastech: Far Superior to Its Competitors [View article]
For starters, I've never seen the net net working capital formula before. I just have always done that in my head. Second, nice spider diagram, reminds me of MBA school. Good analysis, I would add that you may want to look into P/S and P/B. But you're on the right track, and at least you own your idea.
I don't own MHH and I don't think I will, but feel free, you could make money. There is undeniably upside.
China Remains a Compelling Buy via PowerShares Golden Dragon ETF [View article]
This is similar to seeing the largest opportunity of a lifetime and missing it, almost entirely.
You were spot on when you decided to focus on china. After that, I'm going to mostly have to throw up my arms and say that I think you're missing the real opportunities out there.
This article would have been better if you wrote it 6 months ago. But, I won't hold that against you.
Top 10 Chinese Internet Stocks: Comparing P/E Ratios [View article]
I agree with Anonemouse.
Risk comes from overpaying in the land of investing. By definition, the more you pay for a dollar of earnings, the more you are betting that it will outgrow anything else.
BIDU is significantly more risky than other investments out there, such as.. SOHU.
I don't think the author really has a point. I think he just found some stuff and wrote some stuff... and now, there's some stuff on this page.
Watch for an Opportunity to Invest in China [View article]
I think what he means is that based on his technical analysis, China is overbought.
Fundamentals agree. Shanghai and A-shares are wildly swinging. I'm not over there, and I don't speak their language --- so this is all word of mouth. Some of those markets are getting pricey. The values I was screaming about back in November till I was blue in the face, maybe pale, maybe red; just aren't there across the entire market. That said, if you know how to price a company, you can make 1000% returns without much effort. Best of luck.
Book Review: Hedge Funds (An Analytic Perspective) [View article]
This is probably the worst book review I've ever read in my life.
I can't believe the editor put this on the front page of seekingalpha.
I am currently in PhD classes with fancy titles like:
Combinatorial Optimization and Financial Econometrics.
I'll tell you what, just those two phrases being included in this book imply that it's not worth my time. Sometimes logic and theory is fun. This stuff sounds like EMH balogna.
But, you did write in March that it was time to buy. Kudos.
Sort by:
Latest | Highest ratedBiostar Raises $3.6 Million [View article]
www.globalspeculation....
Buy it.
Disclosure: Bought it.
Fired Up About Chinese Coal [View article]
YZC - it appears already listed on the NYSE. where is it going to uplist to?
Also, it looks too expensive for me. I don't write about just every company. I'm not a journalist.
Leland: your ticker is CMTP.OB for the people searching and coming up empty handed. yes, this is cheap. yes, it doesnt make sense not to own.
On Sep 21 09:47 AM YoYoMama wrote:
> Why not also profile YZC?
Five Reasons to Invest in China Armco Metals [View article]
Global Ship Lease: Heads I Win, Tails I Don't Lose Much [View article]
China Medicine: Expect a Big Quarter [View article]
China Medicine: Expect a Big Quarter [View article]
Heckmann: What Happens Next? [View article]
Overbought Stocks (7/21/09) [View article]
Example:
Where I come from, the 50 day moving average of home purchase fluctuations doesn't imply overbought. If you have a home trading around $1M with minor fluctuations over the past 50 days and it's really worth $100K, I would say that it is overbought but you wouldn't even pick it up on your screen.
Developers Diversified Realty (DDR): Q2 FFO of $0.51 beats by $0.01. Revenue of $204M (-8%) vs. $202M. Shares closed +12.9%. (PR) [View news story]
Good luck to those that are following me. Enjoy the nice dividend when they bring it back. Get this in your retirement account if you have the choice between retirement or trading to protect the dividend.
Mastech: Far Superior to Its Competitors [View article]
I don't own MHH and I don't think I will, but feel free, you could make money. There is undeniably upside.
China Remains a Compelling Buy via PowerShares Golden Dragon ETF [View article]
You were spot on when you decided to focus on china. After that, I'm going to mostly have to throw up my arms and say that I think you're missing the real opportunities out there.
This article would have been better if you wrote it 6 months ago. But, I won't hold that against you.
3 Reasons to Be Invested in Stocks Right Now [View article]
But I might be the in the small group interested in buying low and selling high. What do we know?
Top 10 Chinese Internet Stocks: Comparing P/E Ratios [View article]
Risk comes from overpaying in the land of investing. By definition, the more you pay for a dollar of earnings, the more you are betting that it will outgrow anything else.
BIDU is significantly more risky than other investments out there, such as.. SOHU.
I don't think the author really has a point. I think he just found some stuff and wrote some stuff... and now, there's some stuff on this page.
Watch for an Opportunity to Invest in China [View article]
Fundamentals agree. Shanghai and A-shares are wildly swinging. I'm not over there, and I don't speak their language --- so this is all word of mouth. Some of those markets are getting pricey. The values I was screaming about back in November till I was blue in the face, maybe pale, maybe red; just aren't there across the entire market. That said, if you know how to price a company, you can make 1000% returns without much effort. Best of luck.
Book Review: Hedge Funds (An Analytic Perspective) [View article]
I can't believe the editor put this on the front page of seekingalpha.
I am currently in PhD classes with fancy titles like:
Combinatorial Optimization and Financial Econometrics.
I'll tell you what, just those two phrases being included in this book imply that it's not worth my time. Sometimes logic and theory is fun. This stuff sounds like EMH balogna.
But, you did write in March that it was time to buy. Kudos.