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  • Xinyuan Real Estate And Its Undeserved Label, American Style  [View article]
    Thanks for the article. Have owned XIN for 4 + years, and have a significant paper profit. However, I remain nervous about the company for various reasons noted by others even though they have a top tier auditor. Progress and then completion of the Brooklyn project will go a long way to increasing my confidence. I do agree with the author regarding the overall state of the Chinese real estate market. Urbanization is a long, long way from being over, and Americans do not grasp the scale of China.
    Jul 23, 2014. 10:37 AM | Likes Like |Link to Comment
  • Dissecting The Bull Case For China  [View article]
    Ben Gee is correct that the 251 percent is TOTAL debt to GDP. Includes all debt. The only debt level we see published for USA is Federal Government debt, and once that got to be over 100 percent of GDP, the financial writers took the social security "debt" (borrowing) out of the equation in order to keep it under 100 %. Read another article that, like Ben Gee, acknowledges that USA TOTAL debt is higher to GDP than is China's. The average financial writer in the USA has a lot of boosterism in him.
    Jul 22, 2014. 08:52 PM | 2 Likes Like |Link to Comment
  • Sales, Earnings, Or Growth: What's Cheapest In Chinese E-Commerce  [View article]
    Thanks for the article. I've owned Dang for several years and I am convinced that being acquired is the best route for shareholders. Too much e-mail capacity in China and the lack of profit problem would be easily solved by consolidation.
    Jul 19, 2014. 08:28 AM | Likes Like |Link to Comment
  • Why You Should Invest In Global Real Estate  [View article]
    Agree with you. Not many buy and forget stocks out there but VNQI is one of them.
    Jul 14, 2014. 07:18 PM | 2 Likes Like |Link to Comment
  • Mid-Year Report: Not All Stocks Overpriced  [View article]
    mickey, good comment. Additionally, this article is not about current year actual incomes that result in a p/e of 15, the article is referring to the "forward" p/e. You know that p/e. It the one that is based on hoped for income, and as often as not, earnings that don't materialize.
    Jul 8, 2014. 05:33 PM | Likes Like |Link to Comment
  • Are We Seeing Musk's Tesla Exit Strategy?  [View article]
    It is not a "the sky is falling" article at all. The author provided an interesting description of Musk's personality and how that my affect his decision regarding his length of stay with Tesla. Your reaction to Daniel's article tells me you, like many Tesla advocates, feel a need to bark back at any article that is not full of praise and adulation for Tesla/Musk. Musk has pulled off a miracle with Tesla, but that does not mean he wants to stay in the very, very tough auto manufacturing business for any length of time.
    Jul 8, 2014. 02:33 PM | Likes Like |Link to Comment
  • This Portfolio Has 50% Upside And Will Outperform The Markets Again In 2014-2015  [View article]
    Spoiled, enough already with your incessant complaining. You're wasting our time at this point. You've made your point --- move on.
    Jun 30, 2014. 12:24 PM | 6 Likes Like |Link to Comment
  • The Dangers Of Following Celebrity Stock Picks  [View article]
    Good help us if Regis can move the market.
    Jun 27, 2014. 10:29 AM | 3 Likes Like |Link to Comment
  • The Dangers Of Following Celebrity Stock Picks  [View article]
    Who was the Philly baseball player who was a short term guru (in his own mind) a few years ago and is now in jail. He spoke with great conviction.
    Jun 27, 2014. 10:26 AM | Likes Like |Link to Comment
  • The 'Apple To Buy Tesla Motors' Question Settled  [View article]
    Like most comments above, I thought from the start that the "rumors" of an Apple Tesla merger were silly talk. Teslaj is, after all, a very hyped stock with followers who seem more heavy on passion than common sense.
    Jun 20, 2014. 11:03 AM | 4 Likes Like |Link to Comment
  • China Telcos Set To Tamp Down Competition  [View article]
    pete, it is all about reward vs. risk. If Chinese stocks were selling for same price as a USA based stock, go with ours. However, if China or any emerging market stock is selling for 50% discount based on earnings, dividends, book value, etc., then the reward/risk decision comes into play. China and almost all other EM's are selling at large discounts at this point in time.
    Jun 9, 2014. 10:53 AM | Likes Like |Link to Comment
  • 7 Signs China's Economy Is Headed For Collapse  [View article]
    The paper tiger reference is about 30 years outdated. You are the only person on the planet still calling this nation of 1.4 billion people, with the 2nd largest economy in the world, a "paper tiger". Join the real world, Mr. Erdal.
    May 22, 2014. 04:15 PM | Likes Like |Link to Comment
  • Why The Shorts Are Wrong About  [View article]
    John, the author is apparently referring to the Benioff accounting method of determining what earnings are. Benioff does not like the GAAP results so he created the "whatever I determine to be an expense is an expense" method of accounting. It has worked quite well for him to this point in time.
    May 22, 2014. 04:07 PM | 7 Likes Like |Link to Comment
  • Bargain ETFs Are Sitting In Plain View  [View article]
    I have been almost exclusively in EM markets for 30 years and it has worked out well. However, the last 3 years have been a mystery to me. All the numbers tell me that EM countries have been more prudent with finances than the USA and old Europe, but the stock market has not rewarded those numbers. Nevertheless, I'm staying with EM's.
    May 20, 2014. 09:34 AM | 1 Like Like |Link to Comment
  • 7 Signs China's Economy Is Headed For Collapse  [View article]
    Erdal, you will be dead and in the ground LONG before China "disintegrates".
    May 19, 2014. 03:10 PM | 1 Like Like |Link to Comment