Itsjustal

Chinese Companies Lead Advertising Investment Options

You should take a look at a NASDAQ listed Chinese media company named Xinhua Finance Media Ltd. (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.

What Today's Drop in the China Market Could Mean

City, you personify an internet stalker. Go get therapy.

Companhia Vale do Rio Doce: From Major to 'Miner'?

What a load of malarkey. Vale demonstrated good judgment and discipline to walk away from XSTRATA. Vale generates BILLIONS of dollars in profit PER QUARTER.

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!

China: Minimum Reserve Requirements Jump to 16%

Again, Chinesestalkingpetti, bizarre behavior on your part....

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!

China: Minimum Reserve Requirements Jump to 16%

Chinesestalkingpetti: The trouble is that your personal attacks against Mr. Pettis only degrade you and enhance Mr. Pettis. You sound crazy, and your bizarre behavior of posting your personal attacks on every unrelated China article reinforce that opinion....

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....

Surprise Shocks for US Earnings Mean Trouble for Asia

Semuren, "alphadisclousre" (sic) is not quite right in the head....

If you read Pettis' blogs, you will see from the comments section that this character is an internet stalker....

Considerations on Investing in China

It's time to get over it...things change. I invest only in China companies which do trumpet transparency, GAAP standards, and western corporate governance standards. They are there. You just have to do your homework....

A Little Financial Knowledge Is a Dangerous Thing

Right on, ValueHunter!!! :)

Latest PBoC Reserve Numbers Leave Many Unanswered Questions

John, Chinesepetti is like an internet stalker. I found him bashing Michael Pettis in the comment section of a completely unrelated article by a different author on this website...so I just had to see what he had written under Pettis' latest article....

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....

Will Vale Break Its All-Time High?

RIO has one of the very best management teams in the world. 'Nuff said!!!

Waiting for the Great Wall of Chinese Liquidity

I agree with User 132047. Chinese companies listed for trading in U.S. markets offer an additional avenue of investment and liquidity for newly enfranchised Chinese investors. I would expect these Chinese companies, in general, to be impacted more by this change than their wholly American counterparts. By the way, I enjoy your blogs a great deal. I find them very useful.

Momentum Players Eventually Lost in China

I understand your thesis here...but...what about Chinese companies with P/E ratios under 7 showing revenues doubling year over year that have had their share prices trashed because of the general market decline?

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!

VeraSun's Corn Costs - Another Bearish Sign for Ethanol Stocks

For the last time, read the transcript of VSE's latest conference call. VSE explains it very well itself. The fact that this information is in the public domain and readily available with little research effort speaks volumes about your lack of interest in accurately portraying the exact impact of corn prices on VSE's profit margins. Also, there is no way here for me to personally verify that you are not shorting ethanol stocks. However, the content of most of the articles on your blog site do not match up with the stated purpose of your website. I believe my suspicions are fair. And, yes, the ethanol industry would love to have wider profit margins, but it is not the unmitigated disaster you would have readers believe.....In my opinion, when all of your blog pieces are reviewed together in their entirety, it is fair to question your intent here.

VeraSun's Corn Costs - Another Bearish Sign for Ethanol Stocks

The problem with your article is that it did not address the true impact of corn prices on VSE's production margins. The fact is that VSE's pricing structure is capable of absorbing the rising cost of corn and keeping their margins inside a band. VSE explained it very well to probing analysts. The implications contained in your artilce were just way off base, IMO. I also read your blog site. Almost every single article attacks pubicly traded ethanol companies. Frankly, I suspect that you are shorting stocks, and using the placement of your "articles" on this website to attack your latest targets. All anyone has to do is read your various blogs and see that its contents do not match up with the asserted purpose of your site. Then, all that person has to do is ask the questions "what is he up to?" and "why?". The answers that I reached gave rise to my suspicions....

VeraSun's Corn Costs - Another Bearish Sign for Ethanol Stocks

You need to read the transcript of the most recent conference call held by VSE's management. You will see that the profit margin per gallon of manufactured ethanol remains in a certain band no matter how the price of corn fluctuates.You will also gain insight into how VSE keeps its corn costs to a minimum relative to the commodity market place.Seriously, I read your snippet as if it were written by someone sho actually is shorting VSE....Its thesis is really flawed.Get the correct facts concerning the impact of corn costs on its margins from VSE. I'm sure they will share the same information with you that they did with industry analysts....