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.
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.
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.
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.
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.
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...
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.
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.)
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.
Baidu: 3 Focal Points For Q3 Earnings [View article]
Baidu: History Shows Investors Should Be Cautious Ahead Of 3Q11 Earnings [View article]
New Game XT To Sustain Giant's Growth In Q4 [View article]
A Performance Review Of China Internet Stocks For August [View article]
A Performance Review of China Internet Stocks for June [View article]
A Performance Review of China Internet Stocks for June [View article]
A Performance Review of China Internet Stocks for June [View article]
A Performance Review of China Internet Stocks for June [View article]
A Performance Review of China Internet Stocks for June [View article]
A Performance Review of China Internet Stocks for June [View article]
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.
A Performance Review of China Internet Stocks for June [View article]
A Performance Review of China Internet Stocks for June [View article]
Sina: Investors Should Be Cautiously Optimistic [View article]
Sina: Investors Should Be Cautiously Optimistic [View article]
Sina: Investors Should Be Cautiously Optimistic [View article]