Vitaliy Katsenelson

Another Confirmation of China's Not-So-Miracle Growth

Dear Tony,

China did not suddenly become energy efficient in two quarters (first and second quarters of 2009), coincidently at the same time when global economy went into recession and its exports collapsed. The same was as it did not suddenly turn energy inefficient in the third quarter of 2009 when its massive stimulus packaged kicked in.

I have no reason to hate China and I DON’T hate China. I am an investor who is looking at investing landscape and trying to identify risks.

Vitaliy

Another Confirmation of China's Not-So-Miracle Growth

Alright, I have to reply to this.

China: Exactly Where Japan Was in the 1980s?

You are missing the point: I am not saying China is Japan, not at all. There are plenty of differences. What I am saying is they both are/were in a bubble, and describing a psychological similarities i.e. China (like Japan in 1980s) could do nothing wrong.

The Simple Math of 'Staggering' Chinese Growth

Authors Note: I made a mistake with some of my assumptions in this article, I've corrected it in this artice "China's Staggering Growth: Reappraising My Original Position"

How Chrysler's Bankruptcy Plan Threatens Our Markets

important correction: I mean to say "I DON'T see justification"

How Chrysler's Bankruptcy Plan Threatens Our Markets

Osterix, politics is very partisan, thus discussions about it are not rational. With everything you said I do see justification for giving company away to unions. Mr. President did not have to do that.

Jos. A. Banks Tailored to Suit the Times

Here is a working link to the Value Investing Congress presentation on JOSB contrarianedge.com/wp-...

China and Starbucks' Late Stage Growth Obesity

Yeah, I forgot to take out Singapore... I put it in the draft, knowing it was wrong and forgot to replace it with another country. Like Philippines etc...

Be a Myth Buster ('Active Value Investing' Book Excerpt)

The following is excerpt from Active Value Investing preface:

"I wrote this book for skeptics who look for opportunity but have a healthy dose of ‘‘the glass is half empty’’ mentality and a great passion for investing. Whether you are an ‘‘I’d rather do it myself, damn it!’’ investing weekend warrior or an ‘‘I do it 12 hours a day and eat lunch at my desk—I love this job!’’ professional investor (the latter category is where I fit in), you should find this book worthwhile."

The book's preface online should tell you a lot about the book contrarianedge.com/boo...

Jos. A Bank's Marketing Strategy Cheapens Brand

Oh I agree, I love their stores and shopping experience is great. But you would not find out about that from their commercials. Well, maybe their strategy is to get you to come to their stores, once. And then you love what you see and keep coming back.

Time Arbitrage and Quest Diagnostics: Stepping Away From the Rat Race

Alan, thank you for your comments. Let me try address your points one at a time:

1. UNH is the reason why the stock dropped - just look at the date of the announcement and price of DGX. If the industry structure was an issue LH (DGX’s biggest competitor) would not trade at substantial premium to DGX
2. Ameripath is a high quality, faster growing business
3. Today's valuation doesn't price in much growth, if at all.
4. They've been there forever; I see it more as an opportunity.
5. Wall Street doesn't have confidence in CEO until it does.

Best,

Vitaliy

First Marblehead Price Drop Creates Buy Opportunity

Though this article has been written for The Motley Fool. My views have nothing to do with The Motley Fool or their newsletters.