Focus Media Holding Ltd. (FMCN)

All Comments on FMCN

  • commenter
    Sep 03 11:17 AM
    Tiger Fund's Robertson Roars Again [view article]
    Advise how to invest in Tiger Global Fund ( Coleman ) Reply
  • commenter
    Sep 03 11:11 AM
    Tiger Fund's Robertson Roars Again [view article]
    How to invest in Tiger Global Fund ? Reply
  • commenter
    Aug 29 09:13 PM
    Focus Media Rallies [view article]
    IN 2007 a Top chinese stock expert predicted FMCN as the best stock in 2008....and maybe it still could be

    www.bloggingstocks.com.../

    Reply
  • commenter
    Aug 25 12:25 AM
    Jim Cramer's Mad Money Lightning Round: 1/30/08: FLEX Your Muscles [view article]
    Nice call on PTR......Ouch!!!!! Reply
  • commenter
    Aug 24 11:58 PM
    15 Value Hedge Funds - Portfolio Update [view article]
    Do some managers consistently buy shares for more than they are worth? If so, do they make money in the long term? Reply
  • commenter
    Aug 24 10:05 PM
    My Website
    Focus Media: Will Massive Accounts Receivable Lead to a Future Write-Down? [view article]
    The other factor that bears examining when comparing AR numbers among FMCN and its peers is the nature of FMCN's client portfolio. As a rule, large Chinese enterprises tend to pay advertising and other marketing fees somewhat more slowly and less systematically than their MNC peers.

    If FMCN's clientele are skewed heavily toward the domestic side, average AR aging will be considerably longer than peer companies whose customers are primarily MNCs. That is not something they're likely to be talking about, so it would be a good question for their next conference call.
    Reply
  • commenter
    Aug 24 08:22 PM
    6 Ways to Profit from a China Investing Strategy [view article]
    sorry please read William instead of Sam. Reply
  • commenter
    Aug 24 08:21 PM
    6 Ways to Profit from a China Investing Strategy [view article]
    sam do you happen to read the reactions of your readers? why don t you try next time and try to answer our questions,if it s asking too much I am soory and ignore my comment. Reply
  • commenter
    Aug 24 11:22 AM
    6 Ways to Profit from a China Investing Strategy [view article]
    Good article Wiliiam. Along with MGM which is a steal at these prices I recommend Wynn and LVS which are very reasonably priced. And I think you should accumulate them which is similar to cost averaging over the long time and when China and Vegas take off, you'll be one happy camper.
    Daniel Kowkabany
    Reply
  • commenter
    Aug 24 10:29 AM
    6 Ways to Profit from a China Investing Strategy [view article]
    it s when there is plenty of uncertainty that you start to invest using the cost average method. I do understand investor88 also if you are foolish enough to put all your money at once in this market but I don t thinlk that s what William Patalon lll is advocating. Look at most of his recommendations they pay a dividend so every time they go down 10% buy another 50 shares or so.Plus in the meantime you are getting paid to hold your shares. To conclude I believe China is the place to be but dont put all your eggs in the same basket. What % of your portfolio should be allocated to China William? Reply
  • commenter
    Aug 24 09:01 AM
    6 Ways to Profit from a China Investing Strategy [view article]
    A very logical article but I if portfolios are bleeding, then an alternative strategy to investing is to sit it out in cash at the risk of underperforming. It is an issue of timing, the global bullish trend will return some day but no one knows when. This is not a normal correction or a normal recession, plenty of uncertainty ahead. What investing strategy to adopt? - it depends on investor risk profile and conviction of the investment merits. Reply
  • commenter
    Aug 24 08:59 AM
    6 Ways to Profit from a China Investing Strategy [view article]
    Good article William , you expressed with better words what I am saying for a while in many posts I made lately.Even Warren Buffet took his precious time recently to give a conference to young american students ,i.e. the future of our country, and he explained them that the 19th century belong to UK , the 20th to USA and the 21st to China.I would add that the moment to invest in chinese stocks is better than ever as the stocks are in sale, for example look at FMCN , STV , EJ , FUQI and NED as well as solars companies( SOL , SOLF, TSL, YGE and many others). Reply
  • commenter
    Aug 24 08:38 AM
    6 Ways to Profit from a China Investing Strategy [view article]
    FSLR is American based in Arizona. LDK would be a Chinese Solar with with similar earnings but trading at a P/E of 18 versus 91 with eaqual growth potential. Reply
  • commenter
    Aug 23 04:15 PM
    6 Ways to Profit from a China Investing Strategy [view article]
    SBUX is another good choice. Reply
  • commenter
    Aug 22 01:35 PM
    Focus Media: Will Massive Accounts Receivable Lead to a Future Write-Down? [view article]
    % AR to revenue for previous quarters:
    Q1/08 158%
    Q4/07 114%
    Q3/07 111%
    Q2/07 110%
    Q1/07 162%

    As glassbox said you should be comparing Q to Q. I think its something to definitely keep an eye on but no immediate need to panic based on comparison to peers.
    Reply