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Mark Situ  

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  • Qihoo 360: The Most Overvalued And Misunderstood Chinese Internet Stock [View article]
    citron should explain HRBN first.
    Nov 2, 2011. 10:49 AM | Likes Like |Link to Comment
  • Qihoo 360: The Most Overvalued And Misunderstood Chinese Internet Stock [View article]
    you are SB, DA SB
    Nov 1, 2011. 10:19 PM | 1 Like Like |Link to Comment
  • Qihoo 360: The Most Overvalued And Misunderstood Chinese Internet Stock [View article]
    sb
    Nov 1, 2011. 02:47 PM | Likes Like |Link to Comment
  • Why I Bought Apple on the 6th Worst Day for the Dow [View article]
    totally agree, i did same thing. Cheers
    Aug 9, 2011. 07:03 PM | 1 Like Like |Link to Comment
  • China Services Group: Top Picks From High Alpha Funds [View article]
    Weibo faces tough domestic competition in China from BIDU, Tencent (TCEHY.PK) and Alibaba (ALBCF.PK),

    you must be kiddng me
    Jul 13, 2011. 07:26 PM | Likes Like |Link to Comment
  • The Silver Trade Is Taking Off [View article]
    Brad, don't change your view totally only because you were burned by CCME.

    Learn to be a mature man. US had Enron, Worldcom. Would you say US is smoke and mirror?

    There are great Chinese companies listed in HK, Shanghai, and also US.

    If you want to comment China, why not go there and stay there for some time instead of spending most of your time on seekingalpha?
    May 21, 2011. 03:23 AM | 1 Like Like |Link to Comment
  • Hollysys Automation: Catch the Train Before It Leaves the Station [View article]
    i believe the single digit PE of most chinese small cap is just not normal. most of the stocks are manipulated. As Holi is unlikely to be the stock attacked by shortsellers, so I believe the valuation of HOLI should be higher, or at least similar as other normally valued chinese companies such as MR, KH, HMIN etc.

    actually, different people have different opinions on valuation. I respect your opinion and, of course, I wish i could buy the stock at lower valuation too.
    Feb 19, 2011. 12:58 AM | 1 Like Like |Link to Comment
  • Hollysys Automation: Catch the Train Before It Leaves the Station [View article]
    total liability as of july 2010
    Feb 18, 2011. 02:18 PM | 1 Like Like |Link to Comment
  • Hollysys Automation: Catch the Train Before It Leaves the Station [View article]
    the difference between this company other small caps are:

    1. This company has brand name. No one will challenge that professionals never heard of this company.

    2. The company has many more institutional investors than any other small cap chinese companies

    3. For fast growing companies, DCF sometimes is not that useful. IMO
    Feb 18, 2011. 12:24 PM | 1 Like Like |Link to Comment
  • Red Flags at China MediaExpress: Where Are Your Advertising Agencies? [View instapost]
    you are challenging people's common sense again.

    and i believe you have lost your common sense as a phd and mba

    as an mba myself, I would only assume your phd education permanently damaged your common sense judgement
    Feb 10, 2011. 01:36 AM | 2 Likes Like |Link to Comment
  • Why CCME Fraud Claims Don't Hold Up [View article]
    awesome
    great article
    Feb 8, 2011. 04:14 PM | 8 Likes Like |Link to Comment
  • Red Flags at China MediaExpress: Significantly Mismatched Filings in China, U.S. [View article]
    omg, in the last page. 2008 tax form was submitted in 2011?
    give me a break.

    are you kidding me?

    are you kidding me/
    Feb 8, 2011. 01:58 AM | 2 Likes Like |Link to Comment
  • Red Flags at China MediaExpress: Significantly Mismatched Filings in China, U.S. [View article]
    with the small revenue, please explain how the company can afford cfo salary and deloittee auditing
    Feb 7, 2011. 06:50 PM | Likes Like |Link to Comment
  • Red Flags at China MediaExpress: Significantly Mismatched Filings in China, U.S. [View article]
    are you kidding?

    with such small revenue, the company can not even afford CFO salary and deloittee auditing
    Feb 7, 2011. 03:52 PM | 3 Likes Like |Link to Comment
  • Red Flags at China MediaExpress: Significantly Mismatched Filings in China, U.S. [View article]
    you must be kidding me.

    How much the CFO can make?

    How much the company pays to deloittee?

    After that, how much the CEO can make?

    Are you challenging people's common sense?
    Feb 7, 2011. 03:26 PM | 3 Likes Like |Link to Comment
COMMENTS STATS
43 Comments
50 Likes