China Yuchai International Limited - It's Up To The Shareholders Now [View instapost]
Peter, your stuff on CYD is great and appreciated. I am long but do not expect the golden share to be overturned. The positive stock improvement seems to be up based on the business realities and the expectation (hope?) that there will be greater transparency forthcoming.
What utter nonsense. The doomsayers have been wrong before and will again. The US will recover and continue to dominate the world economy. Trying to refute the drivel written just takestoo much time. Lets simply see where things stand by the end of the year. That is the only reality.
How the U.S. Financial Crisis Resembles Japan’s 'Lost Decade' - And How to Play it [View article]
This kind of pessimism has been proven wrong time and time again. As another poster pointed out the PE in the US is MUCH lower than Japan was. And the profits keep rolling in or has the writer not noticed. Even some banks are making money.Yes there are the write-offs, but these are nearing the end. This type of end-of-the-world thinking is a BUY signal.
Cure for the Bad-CEO Blues: Sue Your Shareholders [View article]
Einhorn has been consistently wrong on ALD that continues to execute its mission and pay handsome dividends. Einhorn makes money by creating scandal from promotion.
Freddie Mac's Latest Earnings Report Made Suckers of Us All [View article]
I guess we'll find out who is right in time. The permabears who seem the mainstream in Alpha,or the permabulls. I believe the worst is over and that quite a few Level III assets will work out fine.
Dilution, Infusion and Collusion: Push Stocks Higher! [View article]
Overdone bearishness has become the herd mentality. I am long and going longer. Abelson at Barrons is an example of a permabear who never makes money. Time for bears to consider hibernation.
The Oracle Has Spoken: Confirmation and Validation [View article]
Well, what a difference a day makes. Your pessimism is overdone. The stock more than reflects your concerns. And, in fact, the stimulus checks will HELP COF.
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