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Xin He

 
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  • Mattel's Yield Is More Than Just Fun And Games [View article]
    This is really the time when patience is the most crucial element... Barbie needs bigger exposers on mobile end and screens. DC comics cooperation seems like a good deal for long term. I am LONG MAT.
    Dec 3, 2014. 11:06 AM | Likes Like |Link to Comment
  • Buy The Dip On LGI Homes [View article]
    Why is this company growing so rapidly? I see that they are buying lands that are somewhat far away from urban areas.
    Dec 3, 2014. 09:22 AM | Likes Like |Link to Comment
  • Mattel Looks Overvalued [View article]
    Well said
    Oct 23, 2014. 01:19 PM | Likes Like |Link to Comment
  • Mattel Looks Overvalued [View article]
    Would you short it?
    Oct 23, 2014. 10:11 AM | 1 Like Like |Link to Comment
  • Why Mattel Shareholders Should Be Concerned [View article]
    I think what you meant is that they didn't really embrace the Internet... they could acquire some online content providers or gaming companies...but I personally would think that conventional toys aren't dead...as always. After all, companies don't run to please us, they run to make more profits. Acquiring digital companies don't necessarily mean profits right away and I think they have been considering these options as the management has well managed this company for quite a long time. I long MAT.
    Aug 21, 2014. 08:10 AM | Likes Like |Link to Comment
  • Why I Initiated A Position In Mattel [View article]
    I said do your own logics, by that I really mean use the numbers and make a story of your own. Most people are idiots because they only see what's happening right now. I cannot argue about the whole thing here because it is simply pointless. Most people thought GMCR was dead, especially the wall street people. And now they are cheering it up. Shall I slap their faces and tell them that they are liars? They don't need to pay for their comments. They make money for writing up stuff.
    Jul 22, 2014. 06:24 PM | 1 Like Like |Link to Comment
  • Why I Initiated A Position In Mattel [View article]
    Objectively speaking, MAT's board is excellent. I always hate to see emotional or subjective comments out there. Think like a robot and you win.
    Jul 22, 2014. 06:18 PM | 2 Likes Like |Link to Comment
  • Why I Initiated A Position In Mattel [View article]
    I think every investor should do their own logics. Media are just spreading emotional things, good or bad. Worrying about positive news or negative news that might have an affect on the stock isn't going to help. I don't think toy industry will be dead, Mattel is still the biggest player in the sector. It is much like the debate that Amazon is going to kill almost all retailers. Especially after a cold winter... you are clearly being affected by emotions. Not a good time to make a call.
    Jul 22, 2014. 03:29 PM | Likes Like |Link to Comment
  • Why I Initiated A Position In Mattel [View article]
    I think greed comes in both ways. Either higher or lower. If the price drops under 30, the dividend will spike to almost 5%...
    Jul 22, 2014. 02:29 PM | Likes Like |Link to Comment
  • Why I Initiated A Position In Mattel [View article]
    Check your iPad Entertainment category. You will see Barbie Fasion Design Maker is on No.2 right now. When you have a strong brand, it is always possible to transplant that brand's value to other platforms when you work on it. I have heard news about Barbie the movie under development. They do need to make a change to the old traditional Barbie model, but just that Barbie itself will not simply die out.
    Jul 22, 2014. 02:04 PM | 2 Likes Like |Link to Comment
  • Sorry doll: Barbie's days as a Mattel mainstay could be numbered [View news story]
    better not challenge the mainstream parents ...
    Jul 19, 2014. 02:37 PM | Likes Like |Link to Comment
  • Sorry doll: Barbie's days as a Mattel mainstay could be numbered [View news story]
    Mattel had up and downs before as well. I don't think virtual apps will replace actual toys as toy companies also come out with new innovations.
    Jul 18, 2014. 05:01 PM | Likes Like |Link to Comment
  • Sohu Has A Hidden Gem [View article]
    I would say CYOU is hard to judge at this point. CYOU's downside is limited due to the structure of the online gaming market in China. CYOU has some pretty stable games and possibly some good performing ones coming down the road. On the other hand, SOHU TV's success will never nothing to do CYOU. I would recommend SOHU at this point. It's like BIDU or QUNR. Definitely BIDU.
    Jul 11, 2014. 01:27 AM | Likes Like |Link to Comment
  • Sohu Has A Hidden Gem [View article]
    Apparently, those two departments are valuable asset to competitors. So, YES, they are deeply undervalued in a weird way. However, people aren't feeling ok with the fact SOHU TV is not making any profits, yet. Just like any other online video business, you need to invest a lot of money before it pays off.
    Jul 10, 2014. 07:46 PM | 1 Like Like |Link to Comment
  • American Girl Goes To Canada [View article]
    Speaking of American Doll... I actually observed something far more interesting. It seems Mattel is injecting its brands into Mega Bloks. Mattel will compete with Lego directly but with different brands. I know that Mega Bloks isn't a real threat to Lego, however, as the market grows, Mega Bloks will gradually gain more market shares.
    Jul 1, 2014. 11:29 PM | Likes Like |Link to Comment
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70 Comments
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