Itsjustal's Comments RSS Syndication from SeekingAlpha.com http://seekingalpha.comuser/167382/comments http://seekingalpha.com/article/102980-welcome-to-your-financial-halloween?source=feed#comment-294649 294649
While it isn't good, this is no worldwide depression. It is also a good time to start taking positions in any world class stocks that you've had your eye on.

You can't pick market tops or market bottoms with certainty...but the market bottom is probably around here somewhere....

]]> Thu, 30 Oct 2008 17:40:28 -0400
While it isn't good, this is no worldwide depression. It is also a good time to start taking positions in any world class stocks that you've had your eye on.

You can't pick market tops or market bottoms with certainty...but the market bottom is probably around here somewhere....

]]> http://seekingalpha.com/article/81760-formation-capital-offers-a-rare-opportunity-a-cobalt-play?source=feed#comment-257271 257271
I say "if it gets done" because the true market cap of the company versus the amount of financing needed suggests that FCO might not get a deal that does anything for it or its shareholders. Perhaps FCO should consider selling the project after it gets its permit to proceed? ]]> Wed, 17 Sep 2008 15:45:35 -0400
I say "if it gets done" because the true market cap of the company versus the amount of financing needed suggests that FCO might not get a deal that does anything for it or its shareholders. Perhaps FCO should consider selling the project after it gets its permit to proceed? ]]> http://seekingalpha.com/article/81760-formation-capital-offers-a-rare-opportunity-a-cobalt-play?source=feed#comment-257235 257235 Wed, 17 Sep 2008 14:59:01 -0400 http://seekingalpha.com/article/81760-formation-capital-offers-a-rare-opportunity-a-cobalt-play?source=feed#comment-257188 257188 stockhouse.com.) Your numbers in your estimates are highly "optimistic". FCO needs $165 million in financing to get the mine opened. Do you really think FCO is going to get its financing needs "aligned" with current shareholders? Shareholder dilution could be as high as 80 percent...if not more! Run the numbers and see for yourself.

You hold a position in FCO. What is your basis? It currently is trading around 30 cents. My thought is that you need to pump this stock (which is a potential nightmare for an investor) to possibly recover from a deep losing position.

Look for this company to trade in single digits before too long. Of course, this is my own opinion which doesn't contain significant errors like your exaggeration of FCO's market cap by 100 percent....

By the way...is this company earning any money? Has it ever? It looks like a penny stock promoter's dream stock...kinda' sorta'...NOT!]]> Wed, 17 Sep 2008 13:53:51 -0400 stockhouse.com.) Your numbers in your estimates are highly "optimistic". FCO needs $165 million in financing to get the mine opened. Do you really think FCO is going to get its financing needs "aligned" with current shareholders? Shareholder dilution could be as high as 80 percent...if not more! Run the numbers and see for yourself.

You hold a position in FCO. What is your basis? It currently is trading around 30 cents. My thought is that you need to pump this stock (which is a potential nightmare for an investor) to possibly recover from a deep losing position.

Look for this company to trade in single digits before too long. Of course, this is my own opinion which doesn't contain significant errors like your exaggeration of FCO's market cap by 100 percent....

By the way...is this company earning any money? Has it ever? It looks like a penny stock promoter's dream stock...kinda' sorta'...NOT!]]> http://seekingalpha.com/article/88513-when-red-china-the-green-olympics-and-the-yellow-river-collide?source=feed#comment-220420 220420
Sooner or later as rank and file Chinese enjoy the fruits of their capitalist labors, that lingering memory of brave students will ignite the growing clamor for more personal rights and liberty. Hopefully, the ruling party will see the wisdom in listening to the people from whom their true political power is derived. It will become an anachronism in a couple of more decades, I think, unless it evolves, too. Change from its current system of governance is inevitable.

In the meantime, let's all watch China grow itself economically through its use of smart thinking and very hard work. I think the period from about 1992 until ???? will mark China's modern Golden Age. For an outside observer like me, this already is a remarkable period in geopolitical history, and I hope for the very best for all of China. ]]> Fri, 01 Aug 2008 13:42:10 -0400
Sooner or later as rank and file Chinese enjoy the fruits of their capitalist labors, that lingering memory of brave students will ignite the growing clamor for more personal rights and liberty. Hopefully, the ruling party will see the wisdom in listening to the people from whom their true political power is derived. It will become an anachronism in a couple of more decades, I think, unless it evolves, too. Change from its current system of governance is inevitable.

In the meantime, let's all watch China grow itself economically through its use of smart thinking and very hard work. I think the period from about 1992 until ???? will mark China's modern Golden Age. For an outside observer like me, this already is a remarkable period in geopolitical history, and I hope for the very best for all of China. ]]> http://seekingalpha.com/article/88513-when-red-china-the-green-olympics-and-the-yellow-river-collide?source=feed#comment-220081 220081
In the meantime, let's all agree that China is a great place to invest until such time as civil war erupts. (Okay, I agree that I'm stretching it here....)]]> Fri, 01 Aug 2008 09:50:28 -0400
In the meantime, let's all agree that China is a great place to invest until such time as civil war erupts. (Okay, I agree that I'm stretching it here....)]]> http://seekingalpha.com/article/88513-when-red-china-the-green-olympics-and-the-yellow-river-collide?source=feed#comment-220044 220044
My thought is that we are watching the collision between communism and capitalism, and that with time, capitalism will win. The Olympics are good for the average Chinese citizen. They will mix with folks who do not suffer from a true lack of rights.

As the Chinese middle class grows and becomes educated, they will want the same liberties that others enjoy to compliment their growing wealth.

Everything takes time. Give it another couple of decades, and perhaps we might see China evolve into the world's foremost democracy while the U.S. evolves into a second tier socialist state.

Who knows today?

Again, I think it was a good article highlighting issues that China faces. It offers good food for thought.

The prior poster indicates that China is a great place to invest. It is at that. Tumult breeds opportunity.]]> Fri, 01 Aug 2008 09:26:11 -0400
My thought is that we are watching the collision between communism and capitalism, and that with time, capitalism will win. The Olympics are good for the average Chinese citizen. They will mix with folks who do not suffer from a true lack of rights.

As the Chinese middle class grows and becomes educated, they will want the same liberties that others enjoy to compliment their growing wealth.

Everything takes time. Give it another couple of decades, and perhaps we might see China evolve into the world's foremost democracy while the U.S. evolves into a second tier socialist state.

Who knows today?

Again, I think it was a good article highlighting issues that China faces. It offers good food for thought.

The prior poster indicates that China is a great place to invest. It is at that. Tumult breeds opportunity.]]> http://seekingalpha.com/article/88261-shengdatech-chinese-smallcap-that-might-be-worth-the-risks?source=feed#comment-219489 219489
While you mention that SDTH has a great leader in Mr. Chen, which is correct, you should also be made aware that SDTH's CFO is extremely good. SDTH's numbers are extremely transparent which is unusual for a Chinese company.

Finally, if you look at the moves made by SDTH in the last year, they are reminiscent of the same moves made by RIO in its nascent stage about seven years ago.

And, yes, I am long SDTH. There is no wonder "why", is there?

]]> Thu, 31 Jul 2008 13:41:02 -0400
While you mention that SDTH has a great leader in Mr. Chen, which is correct, you should also be made aware that SDTH's CFO is extremely good. SDTH's numbers are extremely transparent which is unusual for a Chinese company.

Finally, if you look at the moves made by SDTH in the last year, they are reminiscent of the same moves made by RIO in its nascent stage about seven years ago.

And, yes, I am long SDTH. There is no wonder "why", is there?

]]> http://seekingalpha.com/article/87973-chinese-companies-need-stable-capital?source=feed#comment-218888 218888 Wed, 30 Jul 2008 20:28:39 -0400 http://seekingalpha.com/article/86185-china-american-style-vs-latin-american-style-crises?source=feed#comment-212017 212017
I read and enjoy all of your pieces here. Do I sense that you consider China to be nearing some sort of a precipice that requires more timely and direct action than "tinkering"?]]> Tue, 22 Jul 2008 23:23:08 -0400
I read and enjoy all of your pieces here. Do I sense that you consider China to be nearing some sort of a precipice that requires more timely and direct action than "tinkering"?]]> http://seekingalpha.com/article/86190-emerging-markets-more-like-submerging?source=feed#comment-212013 212013 Tue, 22 Jul 2008 23:09:37 -0400 http://seekingalpha.com/article/82389-homebuilder-legal-issues-housing-tracker?source=feed#comment-191429 191429
The litigation that you outlined above is very minor when compared with the tsunami that swamped the industry. Today, home builders have adapted to their litigation environment, and those pieces of litigation mean little. They know how to handle them now.]]> Mon, 23 Jun 2008 21:40:15 -0400
The litigation that you outlined above is very minor when compared with the tsunami that swamped the industry. Today, home builders have adapted to their litigation environment, and those pieces of litigation mean little. They know how to handle them now.]]> http://seekingalpha.com/article/81299-when-and-where-to-go-in-china?source=feed#comment-185372 185372
And...the company does exactly what it says it will do...faster than its shareholders expect. Due your own due diligence, but you will discover all that I said above is true. And yes, I am long on this one....]]> Sat, 14 Jun 2008 00:14:15 -0400
And...the company does exactly what it says it will do...faster than its shareholders expect. Due your own due diligence, but you will discover all that I said above is true. And yes, I am long on this one....]]> http://seekingalpha.com/article/79752-google-outed-as-anonymous-ebay-critic?source=feed#comment-178283 178283 Mon, 02 Jun 2008 21:46:04 -0400 http://seekingalpha.com/article/74901-vale-results-leave-much-to-be-desired-and-explained?source=feed#comment-159808 159808
One more thing: Do you folks even understand emerging markets? Your article suggests not....]]> Wed, 30 Apr 2008 20:40:40 -0400
One more thing: Do you folks even understand emerging markets? Your article suggests not....]]> http://seekingalpha.com/article/74555-chinese-companies-lead-advertising-investment-options?source=feed#comment-158535 158535 XFML). Billionaire Ron Burkle recently took a very large position in it. You may recall that he took a run at Dow Jones recently so that he could secure control of the Wall Street Journal. XFML operates in virtually all media advertising sectors in China. It is poised to be the defining source for business and economic information in China. I am giving a very abridged summary here, but it is worth everyone's time to research it. It has a single digit P/E ratio today.]]> Tue, 29 Apr 2008 09:19:56 -0400 XFML). Billionaire Ron Burkle recently took a very large position in it. You may recall that he took a run at Dow Jones recently so that he could secure control of the Wall Street Journal. XFML operates in virtually all media advertising sectors in China. It is poised to be the defining source for business and economic information in China. I am giving a very abridged summary here, but it is worth everyone's time to research it. It has a single digit P/E ratio today.]]> http://seekingalpha.com/article/74130-what-today-s-drop-in-the-china-market-could-mean?source=feed#comment-157702 157702 Sun, 27 Apr 2008 22:52:04 -0400 http://seekingalpha.com/article/73764-companhia-vale-do-rio-doce-from-major-to-miner?source=feed#comment-156579 156579
The ONLY reason Vale missed the consensus earnings number for 1Q08 is because ONE analyst made his estimate so high in the stratosphere that it skewed the balance of the analysts' estimates. If you throw out the crazy number, Vale's number was in line....

And, take a look at the rest of the numbers Vale posted....

When I read your piece, I had to agree with another poster above who questioned your agenda here. Your opinion is pretty unsubstantiated and does read like a carefully crafted hit piece.

Last, Merril has myriad problems, and participating as a major player in the financing deal just might not have been possible for it at the time, but you didn't mention that, did you?

I hate to repeat myself, but your opinion is a bunch of malarkey!]]> Fri, 25 Apr 2008 11:40:36 -0400
The ONLY reason Vale missed the consensus earnings number for 1Q08 is because ONE analyst made his estimate so high in the stratosphere that it skewed the balance of the analysts' estimates. If you throw out the crazy number, Vale's number was in line....

And, take a look at the rest of the numbers Vale posted....

When I read your piece, I had to agree with another poster above who questioned your agenda here. Your opinion is pretty unsubstantiated and does read like a carefully crafted hit piece.

Last, Merril has myriad problems, and participating as a major player in the financing deal just might not have been possible for it at the time, but you didn't mention that, did you?

I hate to repeat myself, but your opinion is a bunch of malarkey!]]> http://seekingalpha.com/article/72710-china-minimum-reserve-requirements-jump-to-16?source=feed#comment-153250 153250
Uhmmmm, isn't the air so filthy in Beijing that the Olympic athletes are concerned for themselves? Isn't it a good idea for a university to allow its students access to all ideas? Isn't the reason that Mr. Pettis writes about China today because he lives and works there?

Frankly, you sound crazy!]]> Fri, 18 Apr 2008 22:34:55 -0400
Uhmmmm, isn't the air so filthy in Beijing that the Olympic athletes are concerned for themselves? Isn't it a good idea for a university to allow its students access to all ideas? Isn't the reason that Mr. Pettis writes about China today because he lives and works there?

Frankly, you sound crazy!]]> http://seekingalpha.com/article/72710-china-minimum-reserve-requirements-jump-to-16?source=feed#comment-152938 152938
But...keep it up!!!! You are good for a laugh even if you are disgracing yourself in the process. Just be thankful that some of us do not judge the rest of your countrymen by your bizarre conduct. One would hope that you do not represent the average members of China's great people....

And for the record, when Mr. Pettis speaks, people should listen....]]> Fri, 18 Apr 2008 11:40:51 -0400
But...keep it up!!!! You are good for a laugh even if you are disgracing yourself in the process. Just be thankful that some of us do not judge the rest of your countrymen by your bizarre conduct. One would hope that you do not represent the average members of China's great people....

And for the record, when Mr. Pettis speaks, people should listen....]]> http://seekingalpha.com/article/72504-surprise-shocks-for-us-earnings-mean-trouble-for-asia?source=feed#comment-152633 152633
If you read Pettis' blogs, you will see from the comments section that this character is an internet stalker....]]> Thu, 17 Apr 2008 23:49:53 -0400
If you read Pettis' blogs, you will see from the comments section that this character is an internet stalker....]]> http://seekingalpha.com/article/72678-considerations-on-investing-in-china?source=feed#comment-152522 152522 Thu, 17 Apr 2008 18:47:08 -0400 http://seekingalpha.com/article/72755-a-little-financial-knowledge-is-a-dangerous-thing?source=feed#comment-152518 152518 Thu, 17 Apr 2008 18:39:56 -0400 http://seekingalpha.com/article/72216-latest-pboc-reserve-numbers-leave-many-unanswered-questions?source=feed#comment-152012 152012
He's good for a laugh!!!! :)

I find it remarkable that he is incapable of tolerating a commentary on China's economic system. Perhaps when he next visits San Francisco he can partake of the use of a public library, or perhaps enjoy full and unfettered access to the internet to better educate himself....

For the record, this was another perceptive article by Mr. Pettis....]]> Thu, 17 Apr 2008 00:08:31 -0400
He's good for a laugh!!!! :)

I find it remarkable that he is incapable of tolerating a commentary on China's economic system. Perhaps when he next visits San Francisco he can partake of the use of a public library, or perhaps enjoy full and unfettered access to the internet to better educate himself....

For the record, this was another perceptive article by Mr. Pettis....]]> http://seekingalpha.com/article/72338-will-vale-break-its-all-time-high?source=feed#comment-151962 151962 Wed, 16 Apr 2008 21:27:44 -0400 http://seekingalpha.com/article/71638-waiting-for-the-great-wall-of-chinese-liquidity?source=feed#comment-147615 147615 Wed, 09 Apr 2008 10:23:46 -0400 http://seekingalpha.com/article/70897-momentum-players-eventually-lost-in-china?source=feed#comment-135520 135520
What about large manufacturing companies that are the largest players in their respective sectors and which do generate increasing revenues year over year with rising profits...and have had their share prices trashed because of market malaise and for no other reason?

While I appreciate your chart, there are Chinese companies with outstanding managements that have the ability to swim against the general market tides....

I do agree that the market bottoms may not be in place for China's various indexes. This means that investors really need to do their due diligence, and invest in only the most transparent of companies. It is a minefield, but one which can be successfuly traversed with great care. I wouldn't suggest investors just sit meekly on the sidelines because opportunities do exist. Cheers!





]]> Wed, 02 Apr 2008 17:17:20 -0400
What about large manufacturing companies that are the largest players in their respective sectors and which do generate increasing revenues year over year with rising profits...and have had their share prices trashed because of market malaise and for no other reason?

While I appreciate your chart, there are Chinese companies with outstanding managements that have the ability to swim against the general market tides....

I do agree that the market bottoms may not be in place for China's various indexes. This means that investors really need to do their due diligence, and invest in only the most transparent of companies. It is a minefield, but one which can be successfuly traversed with great care. I wouldn't suggest investors just sit meekly on the sidelines because opportunities do exist. Cheers!





]]> http://seekingalpha.com/article/70648-verasun-s-corn-costs-another-bearish-sign-for-ethanol-stocks?source=feed#comment-134962 134962 Wed, 02 Apr 2008 00:15:48 -0400 http://seekingalpha.com/article/70648-verasun-s-corn-costs-another-bearish-sign-for-ethanol-stocks?source=feed#comment-134949 134949
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