Why Analysts Are So Wrong When Evaluating High-Growth Stocks [View article]
Alibaba is very competitive. But I am not sure about the profits. If it's IPO comes out anywhere near $100 billion, I would not touch it. In terms of e-commerce market in China, I do not think Amazon will be successful against Alibaba
Very good article. The soundness of a business fundamentally depends on the barriers for competitors to enter. There re not much barriers here except the brand. Low barrier will make it difficult to improve gross margin.
Freeport McMoRan: Value Creation Through Diversification [View article]
Reserve is just one variable for valuation. The cost of producing, potential liability and price of crude are important variables to consider to value the stock price. In my opinion, FCX is not undervalued in comparison to other mining companies. But you can argue the whole mining space is undervalued, which I agree to a certain degree.
Why Sluggish Commodity Prices Are Good For Potash Corp. [View article]
Thank you. There are too many short term thinking in analyzing POT. Analysts tend to focus on planting acreages, farmers income, contracts with China and India, weather and so on. In my view, all these factors will balance out in a cycle. Demand will be stable in long run. The emphasis should be on supply side.
A group of online merchants file a lawsuit against Amazon (AMZN) in Washington over a policy by the company to withhold payments to sellers for more than 90 days. The suit contends Amazon is a "money transmitter" required by state law to disburse funds within ten business days. [View news story]
Operating cash flow can be manipulated by delay the payment to third party.
The Favorable Environment For Railways Is Close To An End [View article]
Panama Canal expansion will be finished in less than two years. That's a fact. That World economy will continue the path it is on is a wishful thinking. It may or may not happen. Given the collapsing of The Baltic dry index, it is unlikely that maritime shipping will growth rapidly. Prince Rupert is a special case. I did some consulting work in 2005 for a pipeline company try to lobby the government to expand that port. It has unique advantage of closeness to some nature resources Canada can offer to Asia.
The Favorable Environment For Railways Is Close To An End [View article]
I am not saying the volume would drop, just the growth will slow. You cannot deny over last 20 years, a major part of the railway volume growth came from imports from Asia and Exports to Asia.
Why Analysts Are So Wrong When Evaluating High-Growth Stocks [View article]
Why Analysts Are So Wrong When Evaluating High-Growth Stocks [View article]
Why Analysts Are So Wrong When Evaluating High-Growth Stocks [View article]
Why Analysts Are So Wrong When Evaluating High-Growth Stocks [View article]
Why Analysts Are So Wrong When Evaluating High-Growth Stocks [View article]
Amazon Has A Moat Without A Castle [View article]
Why Sluggish Commodity Prices Are Good For Potash Corp. [View article]
Freeport McMoRan: Value Creation Through Diversification [View article]
Why Sluggish Commodity Prices Are Good For Potash Corp. [View article]
Why Sluggish Commodity Prices Are Good For Potash Corp. [View article]
The Favorable Environment For Railways Is Close To An End [View article]
A group of online merchants file a lawsuit against Amazon (AMZN) in Washington over a policy by the company to withhold payments to sellers for more than 90 days. The suit contends Amazon is a "money transmitter" required by state law to disburse funds within ten business days. [View news story]
The Favorable Environment For Railways Is Close To An End [View article]
The Favorable Environment For Railways Is Close To An End [View article]
The Favorable Environment For Railways Is Close To An End [View article]