globalHOBBIT

No Rest for the Chinese Stock Market

I own both FXI and CAF in a 1:2 ratio and have watched both go from the upper $70's [FXI split adjusted] to their current levels of $37 and $27 respectively over the last year. I've owned both since their inception, FXI in 2004 and CAF in 2007 and I'm still up..... barely. One thing that always must be remembered by all who invest in China. China = Communist Dictatorship. The President, the Chairman of the Politburo, the Premier and all our industrious comrades must invest in 'A' shares and the more equal among the equals can own B and H shares also. I don't know when the Chinese markets will turn bullish I do know eventually will and step aside when they do because it'll be like a rocket.

An Often Unmentioned Factor About Chinese Stocks

I own both in a 3 to 4 ratio (1500 FXI & 2000 CAF) and have watched both drop from the mid $70's to $28 on CAF and $37 [split adjusted] on FXI. I also own TWN /Taiwan Fund for a 'complete' China investment. I call them my China 'T' shares and they are doing poorly also. For info there are A, B, & H shares for mainland China / A, B & Hong Kong / H.

How Wal-Mart Really Beats Expectations

Todd, not to be obnoxious but where have you been living that you just noticed this earnings game? In the 1973 - 1974 bear market I was interning at a broker [Hoppin, Watson & Co.] and noticed for the first time back then that companies and analysts did this. I'd see companies like Avon, Xerox. Burroughs and others have their earnings cut four or five times until the company 'hits' their expected goal then the stock would take off on "higher than expected earnings"! This is an old and awful Wall Street game that's turned me off for nearly 40 years.

China's Looming Hangover?

Another stimulus for China coming up in several years is the Shanghai World's Expo [Fair] in 2010 that the Chinese must also prepare for like the Olympics. Although not as large an event as the Olympics China must also invest billions of dollars to ready itself for this massive event. The China growth story is real and anyone who says otherwise is just plain ignorant or blind to the facts.

China Medical Technologies: Two Steps Forward, One Step Back

Great article Zachary! It's always nice to read a company article on Seeking Alpha where the author actually knows and I mean really knows about the company they're writing about. Your observations on CMED potential, I believe, are right on the mark. CMED's next leg-up should be to around $70 within the next 12 to 15 months.

Interesting Reactions to Ctrip Earnings

If you'd listen to CTRP's conference call or webcast or read the full press release than why they guided at 15% - 20%, lower than usual, was very well explained. Ranging from weather conditions, domestic and global economic concerns and expectations and the continuing impact of the earthquake. The reason the stock popped over $10 was previous guidance that was overly cautious as the actual results indicated. I'm long this stock at $43 soon to be $70. This is a Cabot China & EM Report perpetual buy as well as a Morningstar favorite with a sell call at around $70.

AmEx's Pain Likely Discover's Gain

As it so happens I am a Morningstar Premium Member for many years now and Morningstar thesis and valuations for AXP and DFS in the 'Analyst Report Summary' were both written by Michael Kon. Yes they both get 5 stars for very different reasons. As a M* prem member you should read M Kon's analysis to see why DFS won't be in as good a place as AXP after this credit crunch is over. Goldman's analyst are of the same opinion as Morningstar on AXP and DFS. DFS is mainly a North American operation which limits its growth prospects vis-a-vis AXP's worldwide operations, especially in emerging markets where AXP is far outspending DFS in developing new customers. I like just facts no emotions in stock choosing, commodities, well that's different.

AmEx's Pain Likely Discover's Gain

Why was this article no surprise to me when I came to the disclosure at the end only to see: [long: DFS]. Nothing like a fair and balanced credit report. Looking for a job at Wamu, LEH or MER as all honest analyst positions at Bear Sterns and CFC for unbiased truth telling are full up. DFS is in worse shape than even Capital One/COF as very well outlined in Morningstar's reports.

Is WisdomTree's Emerging Market ETF Too Good to Be True?

I certainly hope you didn't buy this ETF on the improper information you gave here, then wrote this embarrassingly inaccurate article hoping for a pop in DEM's price.

The WaMu Mess: No Surprise Here

What's even more amazing is that some fund knew all this and STILL just gave Wamu, rather taken a 6% position in this company. I'd stay those people are really the stupid ones. Misery loves company. I have a bridge for sale if these people are interested!

Home Prices in 20 Major Cities: You're OK If...

"Print media may not have a bright financial future but darn it there has to be a better way than this and Clowns N Buffoons Channel (CNBC) ."

It's nice to see that there are others out there that believe that CNBC is a joke. With few exceptions like Art Cashin, who's really just a daily contributor most are typical like Erin Burnett who acts like a 10 year old school girl. Her Laurel & Hardy routine every morning with Mark Haynes is pathetic at best. The truth was most clearly stated by Dennis Neale who was overheard saying to Larry Kudlow 'I don't know a damn thing on this topic so why do you have me on as a guest?" My thoughts too Dennis....... my thoughts too!

Has GE Stubbed Its China Toe?

"Viewing China exclusively as an early stage situation begs to ask many other questions." begs the question as to why this author did not 'finish' or explain in any detail this observation. We are left to guess as to what the author was implying here. I find that many of the China articles here on Seeking Alpha are replete with examples of authors not completing or fully defining their thoughts but using lots of inuendo(s).