Paul Harper

PetroChina: Potential Opportunity to Participate in China's Economic Recovery

I would tend to agree with you Nawar, helped along by Thomas' preceding comment. Have been looking at NEP & they are slowly growing via organic acquisition. Good long term play & any upside in oil will be quickly reflected (imo)


On Nov 22 07:41 PM Nawar Alsaadi wrote:

> PTR is a decent bet, however a better investment in the Chinese oil
> industry would be through China North East Petroleum (NYSEAmex: seekingalpha.com/symbo...),
> it is privately owned, growing at a brisk pace and remains extremely
> undervalued.
>
> Regards,
> Nawar
>

Why Is China Booming? Surprise, It’s Not the Stimulus

I agree with you to a certain degree, but from what I have seen in Shanghia recently, there is a certain demographic that is driving consumer demand. Basically what were called Yuppies & Dinkies in the UK in the 80s & 90s.
Young Upwardly Mobile & Double Income No Kids are very aspirational in China, especially in the large cities, more than 50% of income is spent on aspirational/luxury purchases. There's a lot of them & they will continue to spend.

Whitney Gets Bearish: Will She Be Right Again?

in a nutshell, if the Fed feels compelled to comment, there is always an accompanying whiff of BS in the air.
currently 50% cash, the remainder is in ADR & international ETF, my only US play at present is UDN


On Nov 17 10:12 PM The EconomicJoker wrote:

> Whenever the Fed starts talking it's usually best to do the opposite.
> So if there's no 'bubble', protect yourself because they're really
> is.

The Future of the ETF Industry: Part I

I know that your own professional bias is towards ETFs, but it would also be interesting to see what percentage of invested funds have moved in to ADRs across the past 3 years.

Chinese Exports: Can Emerging Markets Replace the U.S. Consumer?

I think that you have hit it on the head here.
China plays things long term, so looking at where it is setting up bilateral trade agreements & implementing infrastructure for resource accords is their future growth market ... oh & what growth. SE Asia, Africa, Latin America ... in 15 years time, China manufacturies won't need the West.


On Nov 14 12:36 AM chennian wrote:

> but you have to note the fact that for every dollar exported to U.S.,
> China only gets about 6 cents. For exports to EM, it could be the
> other way around. That is a huge difference.

Lithium: Bolivia Wants Partners, Not Pillagers

I think not ... www.pr-inside.com/glob...

"China's demand for lithium carbonate has grown rapidly. Starting from 2008, China's production capacity of lithium carbonate has entered a releasing period. It is expected that China's lithium carbonate output will amount to 45,000 tons and its designed production capacity will surpass 60,000 tons by 2010, when China will become a net exporter of lithium carbonate."


On Nov 05 10:49 PM Rolo wrote:

> I bet the Chinese move in and make "friends"

Lithium: Bolivia Wants Partners, Not Pillagers

having explored this topic earlier this year, it is pretty clear that Morales will stick to his guns. Any co-exploitation deals will be done very much in Bolivia's favour.

Mitsibushi, Honda & Nissan-Renault are all sniffing around this opportunity from a buying perspective. India's Jindal already has mining operations in Bolivia, imo, they will probably be the best bet for any short term exploitation deal.

ChiNext Launch Should Boost China Small Cap Index

bluesky, agree with you 100% & it's not just symptomatic of problems in the US, it's prevalent here in Europe as well.

ari, credible comment, but think you may be posting to the wrong artcile chap ?

African Risk and Opportunities

good points both, also a quick snippet on Egypt, they are more & more aligning themselves with the West, especially in building ties with the EU, the French have been doing business there for years & have made a barrel load of cash.
US investor caution regards "Islamic" countries, can be a little short sighted. After Turkey & Lebanon, I find Egypt to be one of the more secular of the Levantine nations.

Android’s Impact on Google’s Future

Great article & I like your premise. One area that I feel you may want to look a little closer at is mobile search, some of the figures that I am seeing in Europe are a little meatier than those you are discussing :www.revolutionmagazine.../

Here's Why Asia Must Eventually Ditch the Dollar

exactyl, I can recall that when the Euro was announced, many US based economists soffed at it, saying it would never work. A couple of quick facts :

The euro has not fallen below parity with the U.S. dollar since December 2002 but has risen in value.

As of November 2008, with more than €751 billion in circulation, the euro is the currency with the highest combined value of cash in circulation in the world, having surpassed the U.S. dollar.

The euro is the second largest reserve currency and the second most traded currency in the world after the U.S. dollar. (now looking for exact figures)

& thats in a ten year time span. It may be time for those running US monetary policy to take a long hard look at what may happen with China & the yuan/renmimbi.


On Oct 28 12:01 AM fishluvrain wrote:

> With the beginning of the Euro as a currency across borders the move
> has begun. There is the unused but still there NAFTA currency (Canada,U
> S, Mexico) with possible expansion south. There is a proposed Asian
> region currency, slowly in the works. There is room for others.
> When the bulk of the world changes from nationalistic currency, to
> trading partner currencies then the world will embrace a currency
> derived from the basket of all of these.

E*Trade: Very Undervalued

interesting comment stream on a stock that I don't hiold & have never held & can't see me ever holding.
from what I can surmise from the commentary, ETFC like SIRI, is a coin flip on blind faith or a long term (10 year+) hold.

Can Apple Be a $300 Stock?

Indeed :

"It is almost inconceivable that someone can produce a mobile phone without using Nokia patented technologies," said Ben Wood, research director at CCS Insight.

Reuters reports potential $1Bn claim for NOK, now how many iPhones would that equate to ? Roughly 2 million, big potential dent coming.


On Oct 23 07:38 AM Shaftsinker wrote:

> NOK has a very legitimate lawsuit.
>
> Apple is practically the only Smartphone manufacturer that doesn't
> have an agreement with Nokia to use the technology they developed.
>
>
> We all love Apple but that doesn't mean they're exempt from intellectual
> property laws.
>
> I don't understand how you can knock Nokia's R&D when they built
> the technology the iPhone runs on.

Here's Why Asia Must Eventually Ditch the Dollar

Jim Rogers is propping the € as a reserve currency for Asia, although he still reckons the yuan / renmimbi will replace US$ over time.

I adhere to the first, but not to the second

Why Apple Is Worth $80

now thats the telling point


On Oct 26 01:22 PM Peter F. Way, CFA wrote:
Making +9.9% in 30 market days (compoundable 8+ times in a 252-day year) is an annual rate of +121%. Good, but more than 100 other stocks
or ETFs offer better at the date.