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  • Coffee Holdings: Overvalued at Current Prices [View article]
    Sorry Parisak, it has been a very busy time here GEO. To answer your question:

    Yes, we are short (JVA)

    To all other skeptics...any questions? http://bit.ly/oY27vZ
    Sep 22 10:08 AM | Likes Like |Link to Comment
  • Coffee Holdings: Overvalued at Current Prices [View article]
    Deer. Read the report carefully. The reason we shorted was due to weak EPS growth. Do you think that matters? As I said we were long at one point, but the facts have changed. And.. I agree with you.. If I was a JVA insider I would have sold too into this gift rally.

    Now if JVA comes out next quarter and reports real EPS growth we may go long. It is that simple. But analyst estimates do not indicate this to be the trend. You should actually contact the analyst and ask him if he believes hedging gains should be looked at as "clean".
    Jul 27 03:19 PM | 1 Like Like |Link to Comment
  • Coffee Holdings: Overvalued at Current Prices [View article]
    Amcsulb,

    You really think a P/E of over 30 has priced a zero EPS growth EPS assumption into the stock? Our rationale is based on finance 101 fundamentals. JVA real EPS is showing anemic growth.. Plain and simple..

    Do you really mean what you say here:
    "Therefore to bail out on a company that is in a growing sector and has reported two consecutive positive earnings regardless of the fact that if they were purely based on futures is completely irrational."

    You can't be serious.. What is irrational by any standard is to value a company based on non-operating data points. It doesn't matter that a company is in a high growth industry if it can't grow without using smoke and mirrors.

    JVA shares rose purely because of investor ignorance based on EPS numbers thought to be clean. In fact, we too bought shares and made good money on the long side. We will let the market decide what to do with JVA. Sometimes ignorance pans out. But we try to base investment decisions on the facts.
    Jul 27 02:00 PM | 2 Likes Like |Link to Comment
  • Questioning the Operations of Orsus Xelent Technologies [View article]
    (ORS) gets delisting notice today, as expected
    Jul 21 09:56 AM | Likes Like |Link to Comment
  • Yuhe International: Too Risky an Investment [View article]
    Conn? Are you calling us criminals??? What will it take for you to let go of your love for companies that deceive. Because admitting to guilt is obviously not enough of a reason for you.

    Maj
    Jul 7 05:12 PM | Likes Like |Link to Comment
  • Yuhe International: Too Risky an Investment [View article]
    Nose, Well I think we have the answer to the first question. Regarding the SAIC filings... we do not have 2010 yet, so that will be interesting to see. If they match, we have to worry that the SAT agency can no longer be trusted.
    Jul 7 05:08 PM | Likes Like |Link to Comment
  • Yuhe International: Too Risky an Investment [View article]
    Mark, we are not buying the WKBT story right now. The last raise made no sense at all.
    Jul 7 05:06 PM | Likes Like |Link to Comment
  • Spreadtrum Communications Survives Short Attack: Turning Point for the Sector? [View article]
    Really? Turning point? Carson is not an idiot. Law 101: Never ask a question to which you do not know the answer to, (especially when you are short)!!!!!!!!! He wants SPRD to engage. I doubt he is going to risk damage to his reputation by performing mediocre research.

    You need to start digging into the operations of many more firms before you claim that this space has turned the corner. We may have a little sentiment bounce since the short game may be viewed as a little "tired." But the deception still being orchestrated by our beloved ChinaHybrids, here and abroad, is alive and kicking. Stay tuned.

    Maj
    Jun 29 10:01 AM | 1 Like Like |Link to Comment
  • Yuhe International: Too Risky an Investment [View article]
    www.slideshare.net/sec...
    Jun 16 10:44 AM | Likes Like |Link to Comment
  • Sino Clean Energy (SCEI) Investigatory Report - Overstated Revenues? [View instapost]
    There's no irony, and you actually made the point FOR us!. We visit the companies. It doesn't get much more personal than that. You apparently haven't been following the events.
    May 2 08:29 AM | Likes Like |Link to Comment
  • Sino Clean Energy (SCEI) Investigatory Report - Overstated Revenues? [View instapost]
    Have you tried to call us? The number is on our website. Are you afraid that you may be wrong?

    We also invite you to visit our office in Skippack, PA. It's funny that you can question the legitimacy of our existence without actually going about it in a more methodical way.

    The sites you mention..Obviously not trusted/complete sources since we have a PHYSICAL address in a relatively new corporate park and we are a registered LLC. I really don't need to go that much further in explaining this since I am obviously dealing with a biased commenter. You can do a little better than browsing a few websites.
    May 1 10:36 PM | Likes Like |Link to Comment
  • Yongye's Recent Filings Raise Various Red Flags [View article]
    article #2 - please post link.
    Mar 23 05:15 PM | Likes Like |Link to Comment
  • Yongye's Recent Filings Raise Various Red Flags [View article]
    Our Response to you:

    blog.geoinvesting.com/...

    Disclosure: Long Yong Stock, Position in Yong Puts
    Mar 23 03:20 PM | 1 Like Like |Link to Comment
  • 27 Red Flags for Chinese RTO Stock Investors to Look For [View article]
    G4danb... I can be of some assistance if you are into small and micro stocks.

    Maj
    Jan 19 05:46 PM | Likes Like |Link to Comment
  • 27 Red Flags for Chinese RTO Stock Investors to Look For [View article]
    Waldo, Eric,

    I agree that knowledge is power, but to say that all micro caps should be avoided is over the top. The U.S is a great place to invest. I have taught individuals from all walks of life how to make money by investing in micros.

    The unfair advantage you need comes down to following:

    1. Narrowing the 20K+ stock universe down to a manageable level
    2. Knowing what to look for in this narrowed list
    3. Access to quality fundamental data ($300 to $400 per month or free with the right brokerage house).
    4. 5 to 10 hours a week
    5. Stringent buy and sell discipline ( I do like the rule of 72).

    And realize this.. you have an unfair advantage in micros where institutional money and DD is less prevalent.

    With as little as 10K in capital and the right focus you could make investing a full time career by year 3 or 4..

    Maj
    Jan 19 05:44 PM | Likes Like |Link to Comment
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