Seeking Alpha
  • Michael Bryant
    NetEase ($NTES), American Woodmark ($AMWD), USANA Health ($USNA), Ultimate Software ($ULTI), & Conn's ($CONN) rose Thursday on unusual vol.
    8/22/13
    Reply (15)
    • Michael Bryant: This is really interesting since the first four have shown up over the last three days, and the last showed up not too long ago.
      8/22/13
    • Michael Bryant: Buy the list. Or at least buy $NTES.
      8/22/13
    • wheelz23: NTES had a good ER last week, that's why they've been doing so good lately
      8/22/13
    • Henry Tan: NTES goes up mainly because of the YiChat news. The stock is cheap, but investors want the company new revenue stream besides their games.
      8/22/13
    • wheelz23: read their ER report, look at the price action following it...yichat news means nothing, real traders/investors get their news from direct
      8/22/13
    • wheelz23: sources
      8/22/13
    • Henry Tan: The ER is good, but investors figure that the increase in earning is mainly because they raised the hourly rates for the major games.
      8/22/13
    • Henry Tan: http://goo.gl/3DhOcx
      8/22/13
    • wheelz23: analysts get their info from the ER report and CC...they're all after the fact interpreters, the key is to analyze the ER and take
      8/22/13
    • wheelz23: a position before they report their info
      8/22/13
    • Henry Tan: And their stock is slightly up after earning, when they announced the YiChat news, stock spiked on Monday.
      8/22/13
    • wheelz23: the market was down quite a bit those days, they were up
      8/22/13
    • Henry Tan: I would watch NTES closely. BTW, I use their mobile app daily and I hope they can do well in their business.
      8/22/13
    • wheelz23: i digress...i think it's both that's driving it
      8/22/13
    • Henry Tan: Oh, come on. What's the point of the conversation... I like the company, but I'd like to see something convincing. If you like it now, buy!
      8/22/13