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Xiaofan Zhang

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  • Baidu: 3 Focal Points For Q3 Earnings [View article]
    Investors should compare Baidu's 4Q11 revenue guidance with $647 million, which is analysts' current consensus estimate for 4Q11.
    Oct 27 09:41 AM | Likes Like |Link to Comment
  • Baidu: History Shows Investors Should Be Cautious Ahead Of 3Q11 Earnings [View article]
    Thanks for your comment, but this article is not about Baidu's long-term performance. BIDU is a great stock to own for the long term.
    Oct 26 09:16 PM | Likes Like |Link to Comment
  • New Game XT To Sustain Giant's Growth In Q4 [View article]
    I did not expect such a deep correction coming to major indexes. The negative impact of VIE on China Internet stocks has been much bigger than I expected. I still stand by my views that an evenly-distributed portfolio consisting of the "Big Six" Chinese online game companies will outperform the overall China Internet industry for the rest of 2011. I developed my own research methodologies to track the operating metrics of online game companies.
    Oct 4 09:30 PM | 1 Like Like |Link to Comment
  • A Performance Review Of China Internet Stocks For August [View article]
    Here is a larger version of Table 1: China Internet Stocks' Performance in August 2011: goo.gl/tn08U
    Sep 7 09:59 PM | Likes Like |Link to Comment
  • A Performance Review of China Internet Stocks for June [View article]
    I will be more constructive on DANG if the company's competitive environment becomes more favorable.
    Jul 11 01:07 PM | Likes Like |Link to Comment
  • A Performance Review of China Internet Stocks for June [View article]
    I agree that my virtual profit is not something to brag about, and I did not mention it in this article. It was mentioned in the comments section because I had to respond to the first comment on this article.
    Jul 11 01:04 PM | Likes Like |Link to Comment
  • A Performance Review of China Internet Stocks for June [View article]
    I understand that you don't like articles that recap past stock performance. I believe recaps and history are useful for investors. Although we disagree on this, I respect your pursuit of information that is useful to you.
    Jul 11 09:24 AM | Likes Like |Link to Comment
  • A Performance Review of China Internet Stocks for June [View article]
    It's a short now - details are here: www.tickerspy.com/port...
    Jul 11 09:09 AM | Likes Like |Link to Comment
  • A Performance Review of China Internet Stocks for June [View article]
    If a person comments on a stock, whether he/she has a trading position in the stock should not automatically make the comment less valuable.
    Jul 10 09:21 AM | Likes Like |Link to Comment
  • A Performance Review of China Internet Stocks for June [View article]
    I think investors should be less critical of comments made by people who do not have a trading position in the relevant stocks. I understand that many investors believe comments made by people who own the stocks (for example, DANG) are more valuable. But people who have a real trading position in a stock are highly motivated to provide comments and information that are positive to their own positions. In this sense, serious investors should read comments made by both types of people and make judgments based on whether the opinions themselves make sense or not.

    I think it's a good practice for investors to maintain virtual portfolios and study past stock performance.The value of maintaining virtual portfolios can be found here: en.wikipedia.org/wiki/.... Past performance and trading history is valuable information for investors. Very few, if any, investors can accurately predict the future, but studying the history is something much easier to do. And by studying the history, investors normally become more knowledgeable, which helps them predict future stock performance.
    Jul 10 08:41 AM | Likes Like |Link to Comment
  • A Performance Review of China Internet Stocks for June [View article]
    Congratulations on your performance! It's good to see that you also spend the time to have a virtual portfolio, which is a good exercise for investors. After all, investors may have many ideas and they may not have enough real money to try all of these ideas. Maintaining virtual portfolios and doing some paper trading is a good practice in addition to your normal investing activities.
    Jul 10 08:08 AM | Likes Like |Link to Comment
  • A Performance Review of China Internet Stocks for June [View article]
    My virtual investment portfolio entered the short position on DANG on December 13, 2010 at $29.15. The return is around 50% as of now. Details are here: www.tickerspy.com/port...
    Jul 7 02:21 PM | Likes Like |Link to Comment
  • Sina: Investors Should Be Cautiously Optimistic [View article]
    Sina Weibo is in a much tougher competitive environment than what Twitter is facing in the U.S. At least Tencent is still a very promising contender for China's No.1 Twitter-like service in the future. This is part of the reason why currently I only feel comfortable recommending SINA in the short term.
    Jun 27 06:37 PM | Likes Like |Link to Comment
  • Sina: Investors Should Be Cautiously Optimistic [View article]
    "Everyone Knows" does not equal "Everyone Uses". If "Everyone Uses" the strategy, then it would indeed become void. I certainly hope that "Everyone Knows AND Uses" the strategy, but in reality, there are plenty of people who disagree with me right now. (I wrote this article when SINA was trading at $86.05.)
    Jun 27 08:42 AM | Likes Like |Link to Comment
  • Sina: Investors Should Be Cautiously Optimistic [View article]
    The play is to buy SINA now for a short-term trade because of the media buzz surrounding its latest monetization efforts, and exit the position in the near future before the Big Three Chinese Internet companies make major moves to respond to SINA's latest moves.
    Jun 24 02:26 PM | Likes Like |Link to Comment
COMMENTS STATS
44 Comments
10 Likes