Vin

China Power Equipment Addresses Its Future Capacity Plans

1) Why are you taxing the EPS, the company stated EPS are after tax.
2) Fully diluted shares should mean that all outstanding conversions from warrants are already accounted for..

Am I missing something.

DryShips: The Time to Buy Is Now

David,

I think BDI moving up 17 days in a row is a great sign, FXI and CAF are bottoming and moving up further strengthens the argument that China's stimulus plan is starting to make material difference.

Do you know that all DRYS capacity is 100% utilized? Meaning, all their revenue generating ships (dry or drill) are currently operating at full capacity...

Thursday Outlook: Commodities, Emerging Markets

Thanks for compiling the charts. It saves me time as I can quickly look through and pick up on possible emerging trends.

ICICI: Private Indian Bank Is Attractive

The stock is trading at 17x 2008 PE. Considering 20% earnings growth for 2008, the price appears fairly valued around $40.

Do you see the stock going back upto $70 sometime in 2008 or 2009? If so, why?