Comments on Michigan Trader's articles RSS Syndication from SeekingAlpha.com http://seekingalpha.com/author/michigan-trader/articles http://seekingalpha.com/article/72973-jinpan-int-l-a-small-cap-chinese-infrastructure-play?source=feed#comment-223100 223100 Tue, 05 Aug 2008 10:22:48 -0400 http://seekingalpha.com/article/72973-jinpan-int-l-a-small-cap-chinese-infrastructure-play?source=feed#comment-153881 153881 Mon, 21 Apr 2008 02:19:02 -0400 & water treatment plant builder SMMKF and AAEHF.]]> http://seekingalpha.com/article/72973-jinpan-int-l-a-small-cap-chinese-infrastructure-play?source=feed#comment-153853 153853 Mon, 21 Apr 2008 00:00:37 -0400 ]]> http://seekingalpha.com/article/72973-jinpan-int-l-a-small-cap-chinese-infrastructure-play?source=feed#comment-153824 153824 Sun, 20 Apr 2008 22:22:53 -0400 http://seekingalpha.com/article/72973-jinpan-int-l-a-small-cap-chinese-infrastructure-play?source=feed#comment-153810 153810 Sun, 20 Apr 2008 21:39:26 -0400 ]]> http://seekingalpha.com/article/72973-jinpan-int-l-a-small-cap-chinese-infrastructure-play?source=feed#comment-153760 153760 Sun, 20 Apr 2008 18:08:31 -0400 FT.com. They have info on foreign companies -- even small ones -- not found on Morningstar.]]> http://seekingalpha.com/article/72973-jinpan-int-l-a-small-cap-chinese-infrastructure-play?source=feed#comment-153696 153696 Sun, 20 Apr 2008 14:30:36 -0400
JLT looks like it fits my target parameters but it isn't particularly cheap. Thanks for the good article. I will do some DD on JLT. It is certainly got growth in the infrastructure buildout categories. Bobwins]]> http://seekingalpha.com/article/72973-jinpan-int-l-a-small-cap-chinese-infrastructure-play?source=feed#comment-153690 153690 Sun, 20 Apr 2008 14:00:39 -0400
I don't recall anyone "talking down" about China. In fact, lets face it, why would anyone be reading this article if they were not interested in China.

As to your comment about people reading this article wanting to make money off of China's growth.... Well is is 'Alpha' isn't it. That is why we 'are' reading the article.

I do think everyone on Alpha... (Heck, everyone everywhere..) knows that China is a growth story. And, I don't think anyone expects China's growth to stop. And to reply to some of the comments above; Yes, I do know that there is growth outside of Bejing..and growth will continue after the Olympics.

It is good to reflect on history, but history is not a guarantee.

I did check Morningstar yesterday (and it is very easy to look up ADRs on that site.. Just type in the name of the company in the search box.. ) and I did read up on it.. What I could. There is little information on the company there... It did profile it and presented the same info as above, but had no earnings growth or forecasts.

So.. As far as I can see, it produces transformers... Presumably growth would still occur as there is a big infra-structure push in China, what with the "Three Gorges Dam" and a growing middle class.. etc.. But I would not invest yet as I can't see what will happen in the near future. I feel it is prudent to wait till after the Olympics based on the question that I posed in my prior post. Furthermore, the government will be restricting manufacturing before and during the Olympics in an effort to reduce smog... (there was a prior post on Alpha regarding this matter.) Even if you feel this product has a great future, don't you think it might be prudent to buy "if" it drops during the Olympics, rather than now?? I do...

Thx jegan ;-) ]]> http://seekingalpha.com/article/72973-jinpan-int-l-a-small-cap-chinese-infrastructure-play?source=feed#comment-153655 153655 Sun, 20 Apr 2008 11:10:37 -0400
More generally: A number of Chinese companies have stock sold on american exchanges as ADRs. JPMorgan has a website--free access--which lists all Chinese companies with ADRs sold in the US.]]> http://seekingalpha.com/article/72973-jinpan-int-l-a-small-cap-chinese-infrastructure-play?source=feed#comment-153642 153642 Sun, 20 Apr 2008 10:19:52 -0400 http://seekingalpha.com/article/72973-jinpan-int-l-a-small-cap-chinese-infrastructure-play?source=feed#comment-153639 153639 Sun, 20 Apr 2008 10:04:32 -0400 http://seekingalpha.com/article/72973-jinpan-int-l-a-small-cap-chinese-infrastructure-play?source=feed#comment-153613 153613 Sun, 20 Apr 2008 07:55:38 -0400 http://seekingalpha.com/article/72973-jinpan-int-l-a-small-cap-chinese-infrastructure-play?source=feed#comment-153612 153612 Sun, 20 Apr 2008 07:54:07 -0400
If you guys read Ken Fisher; you will understand the most effective measure to overcome inflation is investing in advanced technology to lift productivity, it will take time and lots of capital. China might be lucky in that regard because the internet which makes techonology transfer much easier and cheaper around the world.

At last we I agree to talk about Petti if you guys back off talking down about China; I welcome any constructive criticism on China though! I love to help you guys to understan what is really going on in China so we could make some serious money out of this great historical opportunity.]]> http://seekingalpha.com/article/72973-jinpan-int-l-a-small-cap-chinese-infrastructure-play?source=feed#comment-153610 153610 Sun, 20 Apr 2008 07:38:27 -0400
What should China do if inflation accelerates as the economy slows? I'm not sure price controls are the answer as it looks likely they'll create new problems without solving the old ones. ]]> http://seekingalpha.com/article/72973-jinpan-int-l-a-small-cap-chinese-infrastructure-play?source=feed#comment-153537 153537 Sat, 19 Apr 2008 21:03:39 -0400 1. the biggest problem in China at the moment is it's grwoth is too fast as it pushes up the inflation.
2. That is why the PBOC has hiked the rates six times to slow the economy.
3. The conclusion is the slower growth in China either before or after Olympic is exactly China needs and will be great for Chinese long term sustainable growing economy.

At last, remember during the USA reccesion 2000 and 2003; China's economy still grew more than 10 % back then. So if you know nothing about history then I would say " go away and stop playing the market and leave your money under your bed". ]]> http://seekingalpha.com/article/72973-jinpan-int-l-a-small-cap-chinese-infrastructure-play?source=feed#comment-153480 153480 Sat, 19 Apr 2008 17:11:18 -0400
Thx jegan ;-) ]]> http://seekingalpha.com/article/48522-trio-tech-international-significantly-undervalued?source=feed#comment-104847 104847 Tue, 11 Dec 2007 00:05:48 -0500 http://seekingalpha.com/article/41554-ampco-pittsburgh-corporation-reports-blowout-quarter-with-more-to-come?source=feed#comment-103728 103728 Sun, 02 Dec 2007 10:01:54 -0500 With the US replacing/ upgrading its power stations over the next decade or so, their division tht deals with cooling equipment (they seem to have a niche here as well) could do really well, their air handling division is getting better every year as well. If they get some good quarters behind them they will certainly be sitting on a lot of money and with noone paying attention to this boring company and with so many insiders I would think it likely that they initiate a share buy back.
I bought in a month ago during the drop but am holding long term. Are you aware of any further developments with this company.
Are you familiar with SIFCO? Different Industry (Forginf for Aeronautics but also power generation) but similar sort of story developing. Do you have any thoughts on this one?]]> http://seekingalpha.com/article/48522-trio-tech-international-significantly-undervalued?source=feed#comment-97360 97360 Mon, 01 Oct 2007 18:52:24 -0400
we remain long quality names like VSEA, AMAT -- the former for its puissance in ion implanters, the latter for its solar exposure.



]]> http://seekingalpha.com/article/39129-shengda-tech-a-cheap-chinese-smallcap?source=feed#comment-95805 95805 Wed, 12 Sep 2007 02:08:40 -0400 http://seekingalpha.com/article/33249-synalloy-corporation-a-sneaky-metals-and-chemicals-growth-case?source=feed#comment-92244 92244 Thu, 26 Jul 2007 20:34:31 -0400 SYNL which I am long, and I doubt you still are needs an update report. Since your April report the compamy has posted another dynamite quarter. Also, the short interest has gone from under 200,000 shares to 1.3 million shares. The stock with no apparent resistance has dropped from 47 to 22. What are your thoughts?
Thanks,
Turbo]]> http://seekingalpha.com/article/39129-shengda-tech-a-cheap-chinese-smallcap?source=feed#comment-91857 91857 Sun, 22 Jul 2007 15:48:16 -0400 http://seekingalpha.com/article/39129-shengda-tech-a-cheap-chinese-smallcap?source=feed#comment-90447 90447 Thu, 05 Jul 2007 13:26:11 -0400 http://seekingalpha.com/article/39129-shengda-tech-a-cheap-chinese-smallcap?source=feed#comment-90134 90134 Mon, 02 Jul 2007 10:02:08 -0400 http://seekingalpha.com/article/39129-shengda-tech-a-cheap-chinese-smallcap?source=feed#comment-89523 89523 Mon, 25 Jun 2007 08:18:54 -0400 http://seekingalpha.com/article/39129-shengda-tech-a-cheap-chinese-smallcap?source=feed#comment-89521 89521 Mon, 25 Jun 2007 08:05:05 -0400
From 10Q of SDTH, you may find the share outstandings equals 54.095mil; the major shareholder is Eastern Nano which holds about 45mil; the share holders of the reverse mergered Zolite held about 3.137mil; and the remaining about 5.83mil is held by some "institutional and accredited investors" who paid $15mil for these shares. The cost of these "investors" is about $2.58 per share. So if they sold on Friday at $5.62, they got 117.8% return in less than 3 months. Why shouldn't they sell?

The important information is that there are big buyers who bought as much as 3mil shares, about one third of the float. More important, since those "investors" cashed out, there won't be heavy selling pressure anymore. --- We'll see.]]> http://seekingalpha.com/article/39129-shengda-tech-a-cheap-chinese-smallcap?source=feed#comment-89514 89514 Mon, 25 Jun 2007 03:04:06 -0400 finance.yahoo.com/q/mh... we see that only one institution JLF ASSET MANAGEMENT, L.L.C. that holds over 1mil shares of SDTH, so the trade could either come from this guy, or from insiders. In either case, this is not a terribly good sign. It’s alright that someone (perhaps a new institution) wanted to get into SDTH by taking that 1mil. But if that purchase was done in open market, it would have pushed SDTH to go over $6 for sure. The fact that one big insider and/or JLF dumped that amount of shares at $5.62 to the buyer doesn’t look too encouraging to me. Guess Monday’s moving trend will tell us more about the nature of that big trade?]]> http://seekingalpha.com/article/39129-shengda-tech-a-cheap-chinese-smallcap?source=feed#comment-89488 89488 Sun, 24 Jun 2007 11:36:53 -0400 http://seekingalpha.com/article/39129-shengda-tech-a-cheap-chinese-smallcap?source=feed#comment-89478 89478 Sun, 24 Jun 2007 04:50:41 -0400
BTW, any one noticed the huge volume at the end of trading session last Friday? Something like 2mil shares were traded at the last minute. Must be a change hand between two big institutions? Any comments?]]> http://seekingalpha.com/article/39129-shengda-tech-a-cheap-chinese-smallcap?source=feed#comment-89399 89399 Fri, 22 Jun 2007 11:53:34 -0400
"I think this company is vastly undervalued due to the fact that it just moved of the OTCBB and is undiscovered."

Surely just because it moved off the bulletin boards doesn't make it a compelling investment.

What do you mean?]]>