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    • Kraft Foods: Buffett's Commodity Prediction [view article]
      sorry for the repeat, the website got stuck. May 26 02:52 AM
    • Kraft Foods: Buffett's Commodity Prediction [view article]
      First question - Does buffett ever try to predict commodity price?

      From his speech - I never hear him mention anything about this sort of prediction.

      Benjamin Graham theory - Like Benjamin, Buffet looks at the average earning over a period of 7-10years and disregard one year of disappointing earning. This is a season factor, not permanent. Kraft fit this profile. If and when the earning returns to its average then share price will rise, if not he has his safety margin.

      PetroChina ?
      Even after Buffet sold and made profits from PTR. He never mentioned that he had predicted the oil price surge. He says that the company was value at 100billion at the time it was traded at 38billion.

      May 26 02:50 AM
    • Kraft Foods: Buffett's Commodity Prediction [view article]
      First question - Does buffett ever try to predict commodity price?

      From his speech - I never hear him mention anything about this sort of prediction.

      Benjamin Graham theory - Like Benjamin, Buffet looks at the average earning over a period of 7-10years and disregard one year of disappointing earning. This is a season factor, not permanent. Kraft fit this profile. If and when the earning returns to its average then share price will rise, if not he has his safety margin.

      PetroChina ?
      Even after Buffet sold and made profits from PTR. He never mentioned that he had predicted the oil price surge. He says that the company was value at 100billion at the time it was traded at 38billion.

      May 26 02:50 AM
    • Kraft Foods: Buffett's Commodity Prediction [view article]
      First question - Does buffett ever try to predict commodity price?

      From his speech - I never hear him mention anything about this sort of prediction.

      Benjamin Graham theory - Like Benjamin, Buffet looks at the average earning over a period of 7-10years and disregard one year of disappointing earning. This is a season factor, not permanent. Kraft fit this profile. If and when the earning returns to its average then share price will rise, if not he has his safety margin.

      PetroChina ?
      Even after Buffet sold and made profits from PTR. He never mentioned that he had predicted the oil price surge. He says that the company was value at 100billion at the time it was traded at 38billion.

      May 26 02:49 AM
    • Kraft Foods: Buffett's Commodity Prediction [view article]
      First question - Does buffett ever try to predict commodity price?

      From his speech - I never hear him mention anything about this sort of prediction.

      Benjamin Graham theory - Like Benjamin, Buffet looks at the average earning over a period of 7-10years and disregard one year of disappointing earning. This is a season factor, not permanent. Kraft fit this profile. If and when the earning returns to its average then share price will rise, if not he has his safety margin.

      PetroChina ?
      Even after Buffet sold and made profits from PTR. He never mentioned that he had predicted the oil price surge. He says that the company was value at 100billion at the time it was traded at 38billion.

      May 26 02:49 AM
    • Kraft Foods: Buffett's Commodity Prediction [view article]
      First question - Does buffett ever try to predict commodity price?

      From his speech - I never hear him mention anything about this sort of prediction.

      Benjamin Graham theory - Like Benjamin, Buffet looks at the average earning over a period of 7-10years and disregard one year of disappointing earning. This is a season factor, not permanent. Kraft fit this profile. If and when the earning returns to its average then share price will rise, if not he has his safety margin.

      PetroChina ?
      Even after Buffet sold and made profits from PTR. He never mentioned that he had predicted the oil price surge. He says that the company was value at 100billion at the time it was traded at 38billion.

      May 26 02:49 AM
    • 4 Great Chinese Stocks [view article]
      shaun,
      It looks like you've got it all wrong. The Chinese index has plunged 40 per cent since you wrote this article. Remember what Jim roger says there is always bound to be some kind of crash along the way up. I think it is time to buy now you will find money is sitting in a corner where no one was looking.       Apr 29 06:52 PM
    • Lesson Learned From China: Buy and Hope to Hold [view article]
      To the author. How would you know when to take the money off the table? If you take too early then you will have missed the long bull between 2005 in 2007. If you're lucky enough to have held between this period then that it is very likely you have held onto the dip in 2007-2008. Apr 29 08:32 AM
    • Rice and Margin [view article]
      HI City. Funny enough Jim Rogers is buying China and still shocking citi and other banking stocks.

      About the rumours. I am not sure about margin purchasing but I am very sure that they are allowing derivatives. Derivatives will allow the Chinese to short the market as well as to long it. Therefore the market would not always go up up and up. The derivatives will absorb some of the excess liquidity is in the Chinese market.       Apr 29 08:23 AM
    • Alibaba and Baidu Are Trading in Opposite Directions [view article]
      The problem with alibaba is it has PE of 62. I didn't follow ebay so I don't know what is high PE for technology stocks. Publish and Apr 29 08:15 AM
    • A True China Bear [view article]
      city -
      Don't judge a person by his writing skill. A genius might know nothing of writing but it is understanding of the world that matters. On the contrary there are lots of very skilful bs writers everywhere.       Apr 29 08:00 AM
    • A True China Bear [view article]
      Read Jim Rogers new book 'A bull in China'. I think this westerner knows a lot more about China then me or any Chinese I know.

      thechinastory.org       Apr 29 07:55 AM
    • A Bull In China: Jim Rogers' Latest Book on China's Growing Importance [view article]
      even worse, I don't know how to buy commodity from Hong Kong. Apr 29 01:28 AM
    • Book Review: Jim Rogers' "A Bull in China" [view article]
      BTW let's not try to figure out how Jim invests in China. In his book he tells you he can invest in S, J, H, B shares so here you go.

      My question as an investor in HK is how to invest in commodity in Hong Kong. I look at a commodity broker site and you need $8M to open an account. Does any one know how to invest in commodity from HK?       Apr 29 01:03 AM
    • Book Review: Jim Rogers' "A Bull in China" [view article]
      I am three quatre way through his book. I will write an article in my blog once I finish. For now I will express my view here because there is so much in this book I can't hold back my expression.

      I am an ethnic chinese worked and grew up in Europe and now in Hong Kong and lived in Shenzhen regularly. I write a blog about 'the china story' based on my own experience and I think I know something. However I am so surprise how much I am learning about China from a 'Westerner'. He knows a lot about day to day Chinese stuff that I wouldn't think a Westerner would notice or comprehend. In fact he knows a lot more. For example the water problem is a serious one I only know now after asking around. You don't hear about it on the five plus financial channel in Hong Kong. He is very up to date, for example about the 'golden holiday in China', macau gambling business, about how the mainland chinese people think. Reading this book, I am like oh that's why the Beijing Airport share price has been rising eventhough oil is at a record high and that's why people are so crazy about Taiwan stock now since the day Ma won't the election and there is so many new thing I learn. He also mentions about China Aerospace International Holdings 31.HK. There is no mention about military equipment from my data feed but I believe Jim. What does this mean? It means Jim knows something beneath the surface. Maybe research analysts put report on his desk every monday or maybe senior government source tell him during dinner but one thing is sure his information is no BS.

      Jim roam China in 1984 that's when the guys start exploring the Silk Road from Japan and China. So he really is the first bunch to explore China.

      I think he is very very clever and observant. I travel China and so do million others but I didn't pick up the stuff he notices. Most people only notice the spitting and bad stuff from China but he figures out the whole picture. To be honest I have a problem grasping even after he explains it let alone figuring it out myself.       Apr 29 01:00 AM
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