China Fire & Security Group, Inc. (CFSG)
Loading...
Symbols:
CFSG Forum Topics
loading ...Recent CFSG Articles
Trading Center
Hedge Fund Jobs
Job Seekers: Search jobs by category, get job alerts by email or live feed, apply online See full list of jobs »
Employers: See all recruitment options, get applications online or by email Post a job »
Editors
General Discussion on CFSG
Is this a buy or a sell? ReplyEditors
General Discussion on CFSG
Is this a buy or a sell? ReplyChinese Security Companies Serve Lukewarm Offerings [view article]
Accounts receivable are actually greater than the sum of accounts payable + the other small thing, thus cancelling them as a significant "debt." Similarly, arguing that a company should not be considered, just in case competition emerges from somewhere, does seem to be something of a stretch. I am suspicious of the impartiality of this piece. ReplyChinese Security Companies Serve Lukewarm Offerings [view article]
I think he might mean liabilities.Dec '06 Source: finance.yahoo.com/q/bs...
Liabilities
Current Liabilities
Accounts Payable 17,936
Short/Current Long Term Debt - - -
Other Current Liabilities (Customer Deposits) 2,713
Total Current Liabilities 20,649
Reply
Chinese Security Companies Serve Lukewarm Offerings [view article]
Goeffrey,You stated that CFSG has debt but did not support it. I am not aware of any debt. Please provide substantiation for your claim. I agree with masokotanga here. Reply
furgeson
Chinese Security Companies Serve Lukewarm Offerings [view article]
CFSG is sure looking like a coiled spring here. After winning that huge contract of 31 Million for next year, this puppy may run strong. ReplyChinese Security Companies Serve Lukewarm Offerings [view article]
Geoffrey,You mention debt as being a problem for both companies. However, CFSG has no debt on their balance sheet, short-term or long-term. They just reported a great quarter, with improved cash flow and margins, which blew away analyst estimates. They also raised guidance. Here is the 10-Q:
yahoo.brand.edgar-onli... Reply
Lordi
Chinese Security Companies Serve Lukewarm Offerings [view article]
Hi, China,To be honest with you, I'm just not wild about either of these positions. Coincidentally, since I wrote this piece, it seems that other investors might have taken inventory of the lofty prices, and reevaluated their positions. I am long China, but I'm not really interested in being long either of these positions at these levels. Perhaps with some significant contraction - and debt reduction - we can reevaluate at a later date.
Best,
Geoff Reply
Chinese Security Companies Serve Lukewarm Offerings [view article]
You seem more bearish than most of the people I've spoken to about CSR. What do you think their earnings will look like on Monday? The stock has been hammered after its listing on the NYSE--what do you think are some reasons for this huge and uncharacteristic sell-off. CSR lists on the NYSE and then reports earnings 2 weeks later--don't you think this is a good sign, as CSR wanted its earnings displayed while listing on the NYSE?Thanks and sorry this was long
China Reply
Chinese Security Companies Serve Lukewarm Offerings [view article]
dear geoffrey lordi,I think your analysis here is great and i do believe with a good amount of what your saying but what kind of outlook do you have. I recently bought into CSR and I have been following it for quite a while and i am looking at this with about a one year outlook. Just wondering what you think Reply
Chinese Security Companies Serve Lukewarm Offerings [view article]
dear geoffrey lordi,I think your analysis here is great and i do believe with a good amount of what your saying but what kind of outlook do you have. I recently bought into CSR and I have been following it for quite a while and i am looking at this with about a one year outlook. Just wondering what you think Reply
Lordi
Chinese Security Companies Serve Lukewarm Offerings [view article]
Hi, doodler,Thanks for the kind words. My 13% assessment, though, was only relevant as of 11AM on Wed when it was down between 12-15%. You're absolutely right, though, about its level at the beginning of October. Thanks, again. Reply
Chinese Security Companies Serve Lukewarm Offerings [view article]
Whereas I appreciate your analysis, your comment about CSR being down "13%" is a little miss leading. After all, the stock is trading at the same level it was in the beginning of October. I'm sure the sell off was after the spectacular run up the last few days - is due to speculators dumping the stock after it started trading on the big board. ReplyEditors
Interactive Q&A: Brian Lin, CEO of China Fire and Security Group, Inc. (CFSG.OB) [view article]
This Seeking Alpha interactive Q & A is now closed for further questions. Thank you very much to Brian Lin of China Fire & Security Group, and to our readers who participated.~ The Seeking Alpha Team
Interactive Q&A: Brian Lin, CEO of China Fire and Security Group, Inc. (CFSG.OB) [view article]
Thank you all for your comments and I enjoyed talking with you here for the last three days. As a closing remark, I would like to thank you to Seeking Alpha for allowing us to participate in this event. As the only Chinese Fire Safety company listed in the US stock market (and will be trading on Nasdaq on Monday, July 16, 2007), we feel we are uniquely positioned to capitalize on this large andgrowing market opportunity as China begins to implement these necessary fire
safety standards. We look forward to updating investors on our progress over
the balance of the year as we continue to reach our corporate initiatives.
Brian Lin
Chief Executive Officer,
China Fire & Security Group, Inc.