TekToniKshift's Comments TekToniKshift's Comments RSS Syndication from SeekingAlpha.com http://seekingalpha.comuser/109352/comments Why I'm Writing Calls Against My China Digital TV Position http://seekingalpha.com/article/49996-why-i-m-writing-calls-against-my-china-digital-tv-position?source=feed#comment-99078 99078 Look for accelerating earnings growth for the next 6 - 12 months.

I'm not sure about buying calls, but I'm long on the stock. The current dip is a buying opportunity. ]]>
Thu, 18 Oct 2007 11:28:56 -0400 Look for accelerating earnings growth for the next 6 - 12 months.

I'm not sure about buying calls, but I'm long on the stock. The current dip is a buying opportunity. ]]>
China May Implode, But Broader Impact Would Be Limited http://seekingalpha.com/article/49491-china-may-implode-but-broader-impact-would-be-limited?source=feed#comment-98300 98300 Any misstep by party leaders can trigger a loss of confidence in the "system".
China stocks will "correct", the question is when. The correction will hurt US markets and all commodity producers, the question is how deeply and how long.
How to play: diversify across several emerging markets and large cap industrials. Plus take some profits on the way up. ]]>
Wed, 10 Oct 2007 19:58:28 -0400 Any misstep by party leaders can trigger a loss of confidence in the "system".
China stocks will "correct", the question is when. The correction will hurt US markets and all commodity producers, the question is how deeply and how long.
How to play: diversify across several emerging markets and large cap industrials. Plus take some profits on the way up. ]]>
Sell the U.S. Market Before October http://seekingalpha.com/article/47995-sell-the-u-s-market-before-october?source=feed#comment-96979 96979
China has too much exposure to US market.
I would diversify international holdings into India, Russia and Latin America ETF's or mutual funds. These economies are more sheltered from the US economy.]]>
Thu, 27 Sep 2007 01:22:37 -0400
China has too much exposure to US market.
I would diversify international holdings into India, Russia and Latin America ETF's or mutual funds. These economies are more sheltered from the US economy.]]>