S. Rein

“Chindia”: A Misleading Portfolio Concept

More than 50% of the world's number of cellphone users with over 500 million are in China. If that is an updated CIA factbook you are using, then that explains why the US is mucking it up internationally.

S. Rein

4 Great Chinese Stocks

Should real, China Mobile gained over 6 million new customers this month, not this quarter.

Will LDK Solar Repeat the Successes of Standard Oil?

It is not borderline obscene -- it is obscene. This person has already lost credibility as have the bushels of other folks writing repeatedly about LDK on Seeking Alpha. I do not think I have read one decent piece yet.

The more I read these articles, the more I realize that LDK skyrocketed because of second rate investors who are now trying to convince the rest of us to buy swampland somewhere.

I have never analyzed LDK at all. But the garbage that is being shovelled here make me wary about it.

For retail investors, stick to the more transparent companies.

S. Rein

Why is LDK Solar Constantly Beaten Down?

Does anyone feel that this forum is becoming purely a place to prop up LDK and one's own stocks? Why do we have so many pro-LDK writers who do not have any other articles posted on SA, have no website links, and no bios. How do we know anything about these writers to gauge where they are coming from on other stuff? Are they really regular commentators/ analysts on the stock markets or are they people who are worried about losing all their money.

Who are all of these people? Are they truly objective? All I see are article after article of people saying LDK is good and everyone who is criticizing LDK is nefarious. Come on guys, this is ridiculous.

Prove to me why a stock is good other than saying "LDK is a quality stock with the best fundamentals."

Why is it quality? Why are the fundamentals good? What are the fundamentals that you keep looking at?

If is it so good a stock, you should start increasing your holdings. That is usually what I do when a stock is hit hard but I believe in the fundamentals. And if so many analysts think the stock is so good, one would think that it would have skyrocketed back up.

Let's have more objectivity here.

S. Rein

Seeking Alpha Named Most Informative Investing Web Site by Kiplinger's

How do you partner with MarketWatch and Barron's? Do pieces go up in the same way as with Yahoo Finance?

Congrats!
S. Rein

LDK Solar: The Soap Opera Continues

Articles here should not just be about propping up one's own stock
holdings -- this chap's articles 2 days in a row are ridiculous.
Instead of burrowing into what is really happening with the company, he calls Robert Hsu a "novice" for recommending to clients to sell
LDK. And then he takes on Barron's for outlandish, lynch mob like
behaviour. I am sure he would be mad at Goldman Sachs too now for
initiating a sell rating on LDK because those folks on Broad St. clearly are yellow
journalists trying to sell copy or a firm operating somewhere on the margins of respectability.

I do not know Hsu and have never read any of his commentaries, but the
stock is below the price where he recommended to his clients to
sell... and to call him novice for recommending to get out of an
unstable situation is preposterous. I would say Hsu is smart here to recommend to clients to get out or, at the very least, be very sure to constantly check the volatility.

Anyone who has spent anytime looking at Chinese companies knows that
many of them do indeed have major transparency issues. My firm does a lot of
due diligence work for hedge funds and PE firms investing in China.
And many of the companies we look at have account records that simply are made up. We have seen companies book as revenue and profit in 2007 deals that a salesman supposedly had a verbal agreement with a potential client in 2003. No services or products were exchanged. No contracts signed. Nothing. Yet deals like this accounted for over 30% of a company's revenue that we look at.

I am NOT saying this is the case with LDK -- I have done no research into them. For all I know, they are completely legitimate and a great stock to buy.

BUt this author keeps on lying piles of it. He attacks Situ for only being around for 6
months at LDK. I do not know Situ either and I know nothing about LDK, but
the arguements against Situ's viewpoint in this article is ridiculous just because he has been around the company for 6 months. Why the heck does it matter if he is an American or a Chinese citizen or a HK one? Why does it matter if the company has won awards in China? Many companies do. Many bad actors do because they are trying to get a sheen of respectability or they bribe a local cadre to win some sort of award.

This article is total rubbish and the bazillion anonymous comments seem suspect. This guy is clearly trying to drive up his own stock. Real research might be about calling LDK's clients to see how much they are buying and under what satisfaction levels.

Instead of trying to prop up your own stock holdings, please be objective. Frankly, I think this poster should be banned from posting on Seeking Alpha.

S. Rein