thechinastory.org's Comments RSS Syndication from SeekingAlpha.com http://seekingalpha.comuser/184788/comments http://seekingalpha.com/article/113105-expert-commodity-picks-for-2009-jim-rogers-and-marc-faber?source=feed#comment-544943 544943
The way to produce Natural Gas is cheaper and quicker. Demand is stuck in the U.S since it is hard to transport NG to China.

Inventory is at it highest and production capability is there went the price is right.

Don't get me wrong I got some HNU right now but I want to get a second view.]]> Sat, 13 Jun 2009 05:28:10 -0400
The way to produce Natural Gas is cheaper and quicker. Demand is stuck in the U.S since it is hard to transport NG to China.

Inventory is at it highest and production capability is there went the price is right.

Don't get me wrong I got some HNU right now but I want to get a second view.]]> http://seekingalpha.com/article/65294-kraft-foods-buffett-s-commodity-prediction?source=feed#comment-173878 173878 Mon, 26 May 2008 02:52:03 -0400 http://seekingalpha.com/article/65294-kraft-foods-buffett-s-commodity-prediction?source=feed#comment-173877 173877
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.

]]> Mon, 26 May 2008 02:50:42 -0400
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.

]]> http://seekingalpha.com/article/65294-kraft-foods-buffett-s-commodity-prediction?source=feed#comment-173876 173876
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.

]]> Mon, 26 May 2008 02:50:14 -0400
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.

]]> http://seekingalpha.com/article/65294-kraft-foods-buffett-s-commodity-prediction?source=feed#comment-173875 173875
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.

]]> Mon, 26 May 2008 02:49:35 -0400
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.

]]> http://seekingalpha.com/article/65294-kraft-foods-buffett-s-commodity-prediction?source=feed#comment-173874 173874
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.

]]> Mon, 26 May 2008 02:49:33 -0400
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.

]]> http://seekingalpha.com/article/65294-kraft-foods-buffett-s-commodity-prediction?source=feed#comment-173873 173873
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.

]]> Mon, 26 May 2008 02:49:27 -0400
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.

]]> http://seekingalpha.com/article/54953-4-great-chinese-stocks?source=feed#comment-158949 158949 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.]]> Tue, 29 Apr 2008 18:52:22 -0400 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.]]> http://seekingalpha.com/article/73988-lesson-learned-from-china-buy-and-hope-to-hold?source=feed#comment-158502 158502 Tue, 29 Apr 2008 08:32:06 -0400 http://seekingalpha.com/article/74350-rice-and-margin?source=feed#comment-158493 158493
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. ]]> Tue, 29 Apr 2008 08:23:51 -0400
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. ]]> http://seekingalpha.com/article/73838-alibaba-and-baidu-are-trading-in-opposite-directions?source=feed#comment-158488 158488 Tue, 29 Apr 2008 08:15:46 -0400 http://seekingalpha.com/article/74543-a-true-china-bear?source=feed#comment-158479 158479 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.]]> Tue, 29 Apr 2008 08:00:26 -0400 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.]]> http://seekingalpha.com/article/74543-a-true-china-bear?source=feed#comment-158477 158477
thechinastory.org]]> Tue, 29 Apr 2008 07:55:32 -0400
thechinastory.org]]> http://seekingalpha.com/article/63527-a-bull-in-china-jim-rogers-latest-book-on-china-s-growing-importance?source=feed#comment-158408 158408 Tue, 29 Apr 2008 01:28:44 -0400 http://seekingalpha.com/article/64159-book-review-jim-rogers-a-bull-in-china?source=feed#comment-158402 158402
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?]]> Tue, 29 Apr 2008 01:03:02 -0400
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?]]> http://seekingalpha.com/article/64159-book-review-jim-rogers-a-bull-in-china?source=feed#comment-158401 158401
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.]]> Tue, 29 Apr 2008 01:00:51 -0400
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.]]>