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  • Price-To-Book Values: Use Caution  [View article]
    Already loaded up on SIAF, no convincing here....
    Feb 8, 2014. 05:48 PM | Likes Like |Link to Comment
  • Price-To-Book Values: Use Caution  [View article]
    Some I agree, others I do not agree. On the above list CXDC sets itself apart in the growth arena...CGA has promise to. Morgan Stanly I believe is in both esp CXDC. They are in YONG but they are getting bought out, and even if it fails I would not touch it as they have showed their true colors the last few months.
    Cash on balance sheet should not be a red flag. You have to put yourself in their position both for business and culture. They are much more patient then Westerners and the banking/loan system is different there. Having cash secures their future and they can expand from within at the right time. Also it's easier to get money if you have money. If you want Divy look at some of the bigger china companies or a NPD or XIN...SIAF will also likely to start giving Divy in the next year or two. And many of these companies are still expanding so a divy is not wise. Those that invest in China are growth investors not divy investors. Someday these will all give you your 5% divy....but all will likely be much much much higher making the gain from divy meaningless.
    Some try and maximize shareholder value balanced with companies vision and growth...but also realize what they just went through, many companies that were not frauds get accused of such and sued and stocks are trading at stupid levels. They were attacked over and over on many fronts, often baseless cuz they were easy targets just because they were china. You can not blame them for not caring much anymore....besides many of these companies did not take any money from US shareholders, they have received nothing but headache and expense.
    Ones that are still reporting will likely to continue to do so as the worst is prob over and money is slowly flowing back in...there are great bargains now and once they get more respect they will likley give it...most do not owe US investors anything other then what they are currently giving them.
    Feb 8, 2014. 10:38 AM | Likes Like |Link to Comment
  • Price-To-Book Values: Use Caution  [View article]
    SIAF definitely one to own...I actually like the complex structure and think it may help US shareholders...also the Swedes own a ton and the company cares about the stock, obviously they do dilute some, but still manage to grow with that dilution to still being under 1pe which is good dilution....and they show pic/videos of where that $$$ is going. IMO this is a 500million to 1 billion market cap company in next 2-4 years esp if they uplist.
    Feb 6, 2014. 08:45 PM | Likes Like |Link to Comment
  • Xinyuan Real Estate: 5 Things You Should Know Before You Buy  [View article]
    Agree and I hope not, cuz then I would have no stocks to buy
    Feb 5, 2014. 09:15 PM | Likes Like |Link to Comment
  • Xinyuan Real Estate: 5 Things You Should Know Before You Buy  [View article]
    The whole fraud thing is getting old...yea yea yea allot of frauds. But there were also a lot accused of fraud by over zealous short sellers...who are the real frauds...esp now that many are and have proven they were not frauds.
    The market is funny, the china small caps are hated for sure, but all of a sudden the market will regain its senses and say "hey these are the cheapest stocks in the market and they are in the fastest growing large economy in the world...buy buy buy". Just the like the market does every year for a few sectors "smart" money rolls in when it is hated and eventually makes $$$$$$$$$$$$$$$.
    china stock is the only stock I would consider buying because right now it is truly medium to long growth/value investing, even if some of the above comments come true the reward is 5-30x principle...way out weighing the risk.
    CBEH
    CXDC
    SORL
    SIAF
    GPRC
    among many more......these are the true bargains of the market that have done nothing wrong other then be a china company...and IMO all will be up 4-20x in the next 3 years if there is still a market to trade in.
    Feb 5, 2014. 09:11 PM | 4 Likes Like |Link to Comment
  • Price-To-Book Values: Use Caution  [View article]
    Kenneth
    I like XIN and CCL A lot but down on my list right now as there are so many compelling companies and cheap.
    I think these companies offer such a great opportunity esp after the 2011 purge, I am so glad the shorts and market did not destroy all of them as I want to be in China...and right now they are giving these companies away, where their US counterparts would and are all trading for 5-50x more....So IMO the risk is well worth the reward and wait, but there is def risk as there is prob a few bad ones still floating around.
    My Fav right now in order:
    CBEH
    CXDC
    SORL
    CMCI
    GPRC
    NUIN
    CGA
    LIWA
    GURE
    NPD
    XIN
    CPQQ
    BORN
    CNTF
    AMCF
    CAAS
    CCCL
    KEYP
    There are a few more but these are my Fav and would be ok owning any of them longer term...but I only own the top 6 on the list right now for varying reasons. Personally these can be 5 year holds as they are trading under 5pe and I think the buis of most are well positioned. My fav at the moment is CBEH by far as investment or trade, they are re-releasing audited yr's. They just released 2011 which matches the previous auditor...basically they had accusation against them like so many china companies that are left and they are proving them all false, the other audits will prob be out in next Q and IMO they will attempt to relist, For the style of buis and numbers this is my fav stock right now, and ~1.4 million shorts need to find away out, I think the CEO is fighting for his and his companies rep and the tide may be turning. This is a 10-20 stock
    Good video on the company they made recently in the fall...this is exactly the type of company I want to own long term in China trading at ~1pe right now.
    http://bit.ly/1bfJt1w
    Jan 31, 2014. 10:19 PM | 1 Like Like |Link to Comment
  • Price-To-Book Values: Use Caution  [View article]
    These are steals and really only one of the real deep values in the market. Most of these are good buys and are only trading where they are because of sector stigma or false claims. Most will go up 100-1000% over next three years imo and represent real growth and value.

    Also besides above
    Cbeh
    Nuin
    Sorl
    Cmci

    All great plays going forward imo and offer best risk reward in market. Those afraid or discriminate against China plays at this point that is unfortunate
    Jan 31, 2014. 01:44 PM | Likes Like |Link to Comment
  • PetroChina: Discounted Growth Play With Significant Upside  [View article]
    Petro china and other chinas are the cheapest in the market right now

    another oil play is CBEH for big upside...500milion+ rev, prob around 1eps and 3 dollars a share in cash right now...biodiesal company and also oil storage import/export buis. They just got awarded china license which you can google below...they are number 11, these go to the real deal.


    关于公布2013年第四批燃料油非国营贸易进口...

    Still under the radar and hurting from 2011 accusations which they are proving false, they are also re-releasing all audited yrs. Large short position that will likley head to exists soon.
    Jan 29, 2014. 10:06 PM | Likes Like |Link to Comment
  • Nutrastar: $5.80 Cash Per Share And A Highly Profitable Business For Less Than $2 Per Share  [View article]
    I can not prove or disprove NUIN products as I am not in China, you therefore have more knowledge and access then me. That said China is a big place with big markets and NUIN is still a relatively small company. If they grow and sell what they say they do I don't think it is fake. If you bothered to read from there last Q they are trying to get into a top 3 drugstore chain which is a well known company and currently are in trials. They say exactly what provinces they sell right now so if those skeptics in china really want to know they have to go where NUIN currently is selling their products and not just guess its a fraud cuz they don't sell in Hong Kong....because they do not sell everywhere or even that many places yet. To me it sounds like they are not even in any of the major drugstores yet, but maybe they are about too.

    There is always a level of risk in any small cap and esp China so caution warranted. I admit NUIN is hard to grasp compared to oil company or other industrial and above 3 is not nearly the buy as it was under 2.....which I do like industrial better, but NUIN is still cheap with lots of growth opportunity, but risk is attached for sure with the 100% uncertainty so bet accordingly.

    NUIN sounds about

    From

    Research and Investment Prospect of China Cordyceps Militaris Market, 2013-2017 London (PRWEB) November 14, 2013

    According to the survey of Huidian Research, China’s current main artificial cordyceps militaris producing areas are Xinhui region in Jiangmen and Liaoning; of which, the output in Laoning accounts for more than 70% of the total output. At present, the annual output of cordyceps militaris technical materials is about 8,000 tons, and the market scale would reach nearly CNY 1.5 billion if calculated at current average price.
    The development prospect of cordyceps militaris industry will be promising along with the improvement of people’s living standard, the strengthening of health care consciousness, the deepening of understanding on artificial cordyceps medicines and tonic value, and increasingly active scientific research at home and abroad, as well as the expansion of deep-processing in different regions. It is expected that China’s cordyceps militaris output will increase at the growth rate of 20%, and the national cordyceps militaris output will exceed 19,000 tons by 2017.

    However, the price of cordyceps militaris is easily accepted by consumers, and its nutritional value is similar to wild cordyceps. Therefore, cordyceps militaris has become an ideal substitute of cordyceps sinensis. Wild cordyceps sinensis has been protected by the state, so the market of cordyceps militaris is very broad.
    NUIN 10pps+ and uplist
    Jan 26, 2014. 10:53 AM | 1 Like Like |Link to Comment
  • Nutrastar International: If It Sells At Net Cash Per Share, It Will Almost Triple In Price.  [View article]
    Tom, I think we are getting way to used to pessimism with the china discount., 6 is still less then cash and under ~5pe. I am conservative too, but realistically, if the company is real and the price momentum cont to be positive, 6 is the low target for 2014, honestly I think we can see 6 in 1-6 months. I mean even at the end of 2014 NUIN will have 7 in cash in the bank, and a year later add another 1.2-1.5.....6pps still way to cheap. Likley they will be maneuvering for up-list as well.

    IMO the days of making money shorting/selling any china stock that is/may be good if one comes out being bad are over....the fraud effect at least down for all is prob over too. But we do still have the residual effect and discount, but another year or two and most of the good ones will cont in uptrend with pe expansion to what a real company should be trading for. Most of the China charts even the good ones all look the same on the way down for 2-3 years, now most are clearly in up trend and there is no way to read the sector as any other way other then bullish. I am sure there is a few POS still floating around here and there still, but overall most are prob good to go and stupid cheap now and this is where the money will be made this year and next...the recovery is still in early stages IMO and those that recognize and bet accordingly will prob make out alright going forward.
    Jan 21, 2014. 10:44 PM | Likes Like |Link to Comment
  • Nutrastar: $5.80 Cash Per Share And A Highly Profitable Business For Less Than $2 Per Share  [View article]
    IMO there are number of very good china buys right now. But the fact that a well respected Hedge fund/investor as well as insider is willing to risk 2-3 million in the last 6 months buying shares is the point for me to buy. Stocks and esp china small caps are all about confidence in the company. If Accretive is good with buying ~3 million dollars worth then I am willing to invest with NUIN. This guy is not in it for .50 cents or even a few dollars.

    By the end of 2014 NUIN will have 7 in cash in the bank and likley 1.2-1.5eps, if a US company had that it would be 12-30pps, and to me that is what Accretive is thinking too; but first IMO they will be looking for NAZ listing when this get above 5....and yes that is a when not if.
    Jan 21, 2014. 10:26 PM | Likes Like |Link to Comment
  • Nutrastar: $5.80 Cash Per Share And A Highly Profitable Business For Less Than $2 Per Share  [View article]
    No, I am well aware, not surprised, and I agree all should know the history of the sector a company is in before they buy, which the article above does explain..and you would have to be living in a cave not to know...but i do find it annoying that people call companies a fraud just because they are a RTO or China, understandably there is def a few more frauds or at least inconsistencies out there, of which NUIN very well may be one, IDK. I understand many will always hate and never come back to these types of stocks as they lost money, but that can be the same of any investment that has gone down a lot. I for one will never buy a straight up pre earnings Biotech or mining explorer, probably never again, no questions asked, because in my mind these are just as big of frauds as RTO's as a sector.

    But there is now huge opportunity in the space for big upside IMO as these if real are making big money and real business, and the herd has drastically thinned and most are working within the system, and in this case NUIN also has big inside buys.

    So we will see it is a gamble for sure but most things that are trading at these valuations are. To me I would rather bet on these china's now then some random small tech or biotech or a mining explorer or even mining company with debt and no money and really no prospects, yet investors buy those up...most of which have an intrinsic value of zero and most go there too, so IMO no difference then the RTO's before and its all a matter of perspective. But now the odds for the china's with all the scrutiny and time are improving....but no doubt be aware and nimble

    GL
    Jan 19, 2014. 09:02 PM | 2 Likes Like |Link to Comment
  • Nutrastar: $5.80 Cash Per Share And A Highly Profitable Business For Less Than $2 Per Share  [View article]
    Well insider is buying millions of $$ worth of NUIN so something smells sweet to someone.

    All the books are not cooked and it is not impossible. Sorry you got burned I followed them and did not like them....and no doubt these china stocks carry more risk then the average stock for sure, but the reward is also 10x higher and they are already being sold as if zeros, so yes invest accordingly..but with or without any of the china haters, investors are coming back to many in this group that have re audited and or continue on just fine...many of these will go up many multiples.

    If investors/traders are willing to buy China tech and solar, they will eventually be willing to buy many of these

    GL
    Jan 19, 2014. 08:09 PM | 1 Like Like |Link to Comment
  • Nutrastar: $5.80 Cash Per Share And A Highly Profitable Business For Less Than $2 Per Share  [View article]
    Bla bla bla......................

    Bear Sterns, Enron, Fannie Mae, AIG, Citigroup, Bank of America, Ford, GM

    1. All highly touted not too long ago.
    2. All made lots of money based on reports issued not too long ago.
    3. All were companies trading with solid, investment grade P/E ratios not too long ago.
    4. All either delisted or currently trading in the pink sheets at under 5 cents TODAY or came out of BK/restructure.

    You decide.


    Whatever no doubt many were frauds, prob still a few more lingering. But most that are left are legit and investors/traders will make a lot.

    Your whole thesis
    1. NUIN is a stock
    2. NUIN is a China Company
    3. Some China Companies were/are frauds
    4. Therefore NUIN Fraud (as well as all China stocks are Frauds)

    or

    1. BAC is a stock
    2. BAC is a US Company
    3. Some US stocks are/were frauds
    4. Therefore all bank stocks and or US stocks frauds.

    You decide.
    Jan 19, 2014. 06:24 PM | 4 Likes Like |Link to Comment
  • Nutrastar: $5.80 Cash Per Share And A Highly Profitable Business For Less Than $2 Per Share  [View article]
    Article = BULLISH big time for NUIN. Cordyceps Militaris....... "19,000 tons by 2017" is a ~600 million dollar market just for the raw material and China..what about Asia and Europe as well? Let alone all the various products that are produced from it with large mark up, such as drinks/snacks/vitamins such as NUIN produces.

    "the demands for the traditional herbal medicines (including cordyceps militaris and cordyceps sinensis) not only surged in China but also expanded to the whole world."


    Research and Investment Prospect of China Cordyceps Militaris Market, 2013-2017
    London (PRWEB) November 14, 2013
    Cordyceps militaris is a precious medicinal fungus; its cordycepin content is higher than the content of wild cordyceps and its price is more easily to be accepted by consumers. Cordyceps militaris can be processed into medicines and health care products, and also can be used as dishes; therefore, it has gained consumers’ favorite. The price is much lower compared with Cordyceps.

    According to the survey of Huidian Research, China’s current main artificial cordyceps militaris producing areas are Xinhui region in Jiangmen and Liaoning; of which, the output in Laoning accounts for more than 70% of the total output. At present, the annual output of cordyceps militaris technical materials is about 8,000 tons, and the market scale would reach nearly CNY 1.5 billion if calculated at current average price.

    The development prospect of cordyceps militaris industry will be promising along with the improvement of people’s living standard, the strengthening of health care consciousness, the deepening of understanding on artificial cordyceps medicines and tonic value, and increasingly active scientific research at home and abroad, as well as the expansion of deep-processing in different regions. It is expected that China’s cordyceps militaris output will increase at the growth rate of 20%, and the national cordyceps militaris output will exceed 19,000 tons by 2017.

    In recent years, the consumption volume of natural medicinal materials has increased at the growth rate of 10% annually, and Western European countries began to relax restrictions on Chinese herbal medicines; the demands for the traditional herbal medicines (including cordyceps militaris and cordyceps sinensis) not only surged in China but also expanded to the whole world. Cordyceps sinensis resources are in serious short supply; in recent years, its output is only 3% of the output in 1950s, which is difficult to meet the market demands; the price is also extremely high. However, the price of cordyceps militaris is easily accepted by consumers, and its nutritional value is similar to wild cordyceps. Therefore, cordyceps militaris has become an ideal substitute of cordyceps sinensis. Wild cordyceps sinensis has been protected by the state, so the market of cordyceps militaris is very broad.

    NUIN 10pps+ and uplist
    Jan 19, 2014. 12:33 PM | 1 Like Like |Link to Comment
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