Spreadtrum Q4 Earnings Preview: Expect A Beat, Positive Roadmap For 2012 [View article]
SPRD prices dropped 20%+ after the earnings announcement and the weak management guidance. I wonder whether the management shorted the stocks before they lowered their guidance on Feb 29.
Stocks To Own And Stocks To Avoid To Profit From China's Growth - An Interview With China Expert Shaun Rein, Part 1 [View article]
China as a whole is growing between 8% and 10% a year in terms of her GDP. Many public firms with heavy state equity ownerships could be making high profits if their accounting systems are as tight as their western peers. Most Chinese public firms' books cannot be trusted and a lot of cash leakages exist to benefit their management and government officials. When you study a Chinese firm's financial statements, you could actually reading a totally illusive novel written by the management. Therefore, don't over-expose your portfolio to Chinese firms. At least, you should not endorse the crooks' operations by buying their stocks.
Spreadtrum Q4 Earnings Preview: Expect A Beat, Positive Roadmap For 2012 [View article]
Stocks To Own And Stocks To Avoid To Profit From China's Growth - An Interview With China Expert Shaun Rein, Part 1 [View article]
Secret Fed Loans [View instapost]
How To Make 23% On Cisco In 2 Months [View article]
Chinese Internet stocks are selling off, as Youku.com's (YOKU -19%) weak Q3 report (I, II) offsets better reports (I, II) from NetEase.com (NTES +5%) and Qihoo 360 (QIHU +0.2%). BIDU -3.1%. SINA -3.3%. RENN -3.5%. TUDO -5.4%. SOHU -2.2%. PWRD -5%. GA -2.2%. [View news story]