Streetwalker

Citigroup: A Simple Analysis of a Terribly Complex Company

Nice try, but I think the methodology used is flawed in several ways:

1. Though the common shares of Citigroup is now not created equal because the government has stepped in, the market just does not care about this and will treat them equally. All the shares should have the same market value, and market does not care who will absorb the losses , and by how much. That being said, the common equity value calculated, which is to be used to get share price, should not only have had the losses taken out which have been absorbed or are to be possibly absorbed by Citigroup - of course, this should be no problem if the first $39.5 billion loss would also be the last loss, but this is very unlikely given current market conditions. And the shares you used I think are total shares, not shares owned by shareholders as opposed to government.

2. In your worst case scenario, the total asset pool can't be used to get the maximum loss that Citigoup will be capaple of absorbing, because normally debt holders will not participate in the process of writing down assets.

Still, I appreciated the great enthusiasm and curiosity about stock market shown by you as a new grad. Hope to meet you often here.

Is It a Stock Market Rally or a Dollar Devaluation?

The correlation of the US stock market and dollar has turned negative since the last quarter of 2008, as evidenced by those charts. Still, it would be more revealing if someone can point out what has caused this change. Is this change fundamental itself or just the result of something more fundamental? Before we know this, we could not tell how long this trend will last and when it will possibly reverse.

Zhongpin Has Great Earnings, but Does Anyone Care?

In this market environment, it is normal that fabulous earnings only received lukewarm responses. Traders don't care about long-term investment values - they are trying to profit on market momentum. Genuine investors are still nervous about broad market conditions, thinking it may be too early to cash in. This is market sentiment going on now. It's not that good earnings were disregarded by the market. I believe those hidden gems will eventually shine at some point, including HOGS, after the sentiment reverses.

CNOOC: Outlook Remains Bullish

My serious apology to the author(s). The last message was post by pure mistake.

CNOOC: Outlook Remains Bullish

mmmm

Time to Get Out of CNOOC

Unfortunately, this seems to be a simplistic analysis. It fails to give consideration to the business environment in which Chinese oil industry is running. Were there any other reasons behind the CNOOC's mediocre production increase given oil price was so high? Why was windfall tax? Was it a lasting effect or temporary? We can't come to conclusions with those important information missing.