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Ken Solonika

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  • Power-One: Extremely Cheap on a 'Sum-of-the-Parts' Basis [View article]
    Thank you for the analysis you've given. I assume that at 8.50 you took a 30 to 50 cent loss per share after DCAing down from an initial position in the 10s.

    I am not sure what management was supposed to say. The Q ends soon, and I'm sure that (1) Italy and (2) inventory will come up during the CC. I wonder if PWER will take yet another beating after releasing Q results/CC. I was lucky to get out in the 9s after buying in the 8s after reading your analysis.
    Mar 24 11:37 AM | Likes Like |Link to Comment
  • China: Set for a 'Significant Slowdown' [View article]
    Another stub masquerading as an article, and the by-line should be Tang, not Roche.
    Mar 22 01:17 PM | 3 Likes Like |Link to Comment
  • 'Red Capitalism' Review: Evaluating China's Financial Foundation and Extraordinary Rise [View article]
    I find the idea that free markets do not serve State interests, and the interests of the ruling class that controls the State, to be wrong on many levels. Free markets need a juridical apparatus to enforce control law and protect market participants. Free markets need law enforcement to quell social unrest, protect and ensure the quality and integrity of the monetary supply, and intervene in those cases where private investment fails, such as the building of roads and national defense systems. That's just two examples of where free markets and State interests overlap, with the ruling class controlling the State so as to create a better business climate.

    China's State managed capitalism may implode. But the false utopia of the free marketeers - that markets are the greatest champion of human rights, individual liberties and duties, and the civil freedoms of the West, has already proven to be a failure, many, many times over, with disastrous consequences.
    Mar 21 04:08 PM | 3 Likes Like |Link to Comment
  • Sino Clean Energy: A 'Cheap' China Coal Play Poised for Massive Growth [View article]
    Why is it "convenient enough" to be both Chair and head of the audit committee? The phrasing serves a propaganda purpose, nothing more.

    As for the rest of the paragraph, you change firms back and forth with no specification of which firm you are talking about, making it gibberish.
    Mar 21 01:10 PM | 2 Likes Like |Link to Comment
  • Sino Clean Energy: A 'Cheap' China Coal Play Poised for Massive Growth [View article]
    It is 2011.

    SCEI did a capital raise in December of 2010.
    Mar 21 01:04 PM | Likes Like |Link to Comment
  • Missed Signals: The Hard Lesson of China MediaExpress Holdings [View article]
    er...since when does more religion = higher ethics.

    As Socrates asked, "Is it right when the god will it, or does the god will it because it is right?"

    Severs religion and ethics with one simple question.
    Mar 17 04:21 PM | Likes Like |Link to Comment
  • Missed Signals: The Hard Lesson of China MediaExpress Holdings [View article]
    >>A lack of religion for many?<<

    Huh?

    Since when is a higher degree of religiousity synonymous with higher ethical standards?
    Mar 17 04:05 PM | Likes Like |Link to Comment
  • The Great China Bubble and Why It Will Collapse [View article]
    Thug.

    Your ideology doesn't win, so the elimination of political parties is your answer.
    Mar 12 12:48 PM | 1 Like Like |Link to Comment
  • 3 Reasons Why a Chinese Slowdown Is Imminent [View article]
    By line is wrong on this article.

    Should read: Barry Eichengre.
    Mar 11 02:25 PM | Likes Like |Link to Comment
  • China MediaExpress Holdings (CCME), subject of a contentious battle between longs and shorts, has been halted for an hour down 4.3% pending news - about auditors, perhaps? The advertising company has been the subject of opposing reports from Muddy Waters and Global Hunter.  [View news story]
    "I know nothing whatsoever about CCME. But it has as much connection to most other China hybrids as GE or JPM does."

    That's funny stuff!

    If you don't think CCME turning out to be a fraud (who knows) will adversely impact US listed Chinese stocks as a whole, then I don't know what to say to you. Feel free to buy a diversified portfolio of 100% RTOs and SPACs if you like.

    You called me an idiot. I could respond in kind, with harsher language, but that would be uncivil.

    As for logic claims, FIEs and VIEs and SPACs aren't the same as GE or Coke or JPM doing business in China.

    "Once again, several of these stocks have already switched to US auditors! They are therefore just as safe as US stocks using US auditors."

    Really? The political risk is the same? The macro economic risk is the same? The corporate structures offer the same level of risk?
    Mar 11 01:10 PM | 3 Likes Like |Link to Comment
  • China MediaExpress Holdings (CCME), subject of a contentious battle between longs and shorts, has been halted for an hour down 4.3% pending news - about auditors, perhaps? The advertising company has been the subject of opposing reports from Muddy Waters and Global Hunter.  [View news story]
    V -

    "If" and "then"

    If you find it unlikely that IF CCME is a fraud that THEN the whole sector will be beaten down further, please explain why. That seems a given to me - CCME losing D or even restating will have an adverse impact on the US listed Chinese space as a whole, if it happens.

    It is unclear what happens if it is good news. Will shorts cover?
    Mar 11 12:08 PM | 2 Likes Like |Link to Comment
  • China MediaExpress Holdings (CCME), subject of a contentious battle between longs and shorts, has been halted for an hour down 4.3% pending news - about auditors, perhaps? The advertising company has been the subject of opposing reports from Muddy Waters and Global Hunter.  [View news story]
    If CCME becomes CCME.PK, then the average PE for the US listed Chinese space will be below 2...
    Mar 11 11:53 AM | 6 Likes Like |Link to Comment
  • In one of the broadest challenges to organized labor in decades, Republican senators in Wisconsin maneuvered around Democrats last night to pass legislation stripping public employee unions of collective bargaining rights. Several other states also will try to tamp down union power while cutting budgets.  [View news story]
    Thank you Gov. Walker.

    Wisconsin will now be blue in 2012, and the Democrats will pick up at least ten State Senate seats.
    Mar 10 10:45 AM | 2 Likes Like |Link to Comment
  • China MediaExpress Holdings: All Eyes on Deloitte [View article]
    Spam the entire article with comments.

    That's one reason you get so many thumbs down.
    Mar 8 10:28 PM | 1 Like Like |Link to Comment
  • A letter signed by mostly Republican foreign policy experts urges President Obama to call on NATO to send air and naval assets to Libya as soon as possible. Separately, Senators McCain and Lieberman ask for the establishment of a no-fly zone, and the abandonment of U.S. recognition of the Gaddafi government.  [View news story]
    Senator McCain: You lost. You are not the CIC. And neither is your well trained Lieberpoodle.

    Here's a novel idea: How about the Libyan people decide their own fate, with the U.S. staying out of it.
    Feb 25 03:00 PM | 5 Likes Like |Link to Comment
COMMENTS STATS
165 Comments
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