anonemouse's Comments RSS Syndication from SeekingAlpha.com http://seekingalpha.comuser/248482/comments http://seekingalpha.com/article/149410-fractured-wall-street-fairy-tales-1-buy-and-hold-is-the-best-strategy?source=feed#comment-592245 592245
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Of all the articles I read on SA Mr Shaefer's are to me the most insightful and informative. Great job on 'Fractured Wall Street Fairy Tales #1', looking forward to the next parts.

A.
]]> Fri, 17 Jul 2009 13:53:31 -0400
seekingalpha.com/artic...

Of all the articles I read on SA Mr Shaefer's are to me the most insightful and informative. Great job on 'Fractured Wall Street Fairy Tales #1', looking forward to the next parts.

A.
]]> http://seekingalpha.com/article/148927-top-10-chinese-internet-stocks-comparing-p-e-ratios?source=feed#comment-590043 590043
In regards to Alphameither's statement I do understand why people accept higher multiples on a stock, but I would love to see the evidence that a high PE implies low risk in regards to as the author put it the 'investment risk'.

Here's another gem in regards to CTrip: "its stock chart shows something other Chinese internet stocks do not have: a four-year uptrend with very low risks ".

The chart shows share price going up and the author is correlating this with risk? The statement implies price going up means low risk, i.e. the fact it has went up in the past means it is at low risk of dropping in future. Yeah right.

I actually like CTRIP medium term prospects too but the author should seriously do some reading on the definition of risk and investments, and look beyond prices going up and high PEs.

A.




]]> Thu, 16 Jul 2009 02:26:01 -0400
In regards to Alphameither's statement I do understand why people accept higher multiples on a stock, but I would love to see the evidence that a high PE implies low risk in regards to as the author put it the 'investment risk'.

Here's another gem in regards to CTrip: "its stock chart shows something other Chinese internet stocks do not have: a four-year uptrend with very low risks ".

The chart shows share price going up and the author is correlating this with risk? The statement implies price going up means low risk, i.e. the fact it has went up in the past means it is at low risk of dropping in future. Yeah right.

I actually like CTRIP medium term prospects too but the author should seriously do some reading on the definition of risk and investments, and look beyond prices going up and high PEs.

A.




]]> http://seekingalpha.com/article/148927-top-10-chinese-internet-stocks-comparing-p-e-ratios?source=feed#comment-589864 589864
"The P/E ratio reflects two factors about a stock: potential growth and investment risk. Typically, a high P/E means high growth and low risks. ".

Low risk are you serious? Btw I've held BIDU since early March so I am not adverse to Chinese stocks that have good future potential and are *under valued*. My interpretation of the phrase low risk in this context is:
- The stock price at this level has a low risk of decreasing

The PEs of some companies on the Shanghai and Hang Seng exchanges are at really high multiples, guess the author would see this as impling minimal risk. A word of caution do not drink the kool-aid being supplied in doses by Xinhua. From an economic perspective the 21st Century will 'belong' to China, but now is not the time it will take years to transform from a low margin export driven economy to a mixed economy.

But putting that aside BIDU is a great leading technology company, but at its current PE I would say it is risking opening up a position at this level.

A.


]]> Wed, 15 Jul 2009 20:36:37 -0400
"The P/E ratio reflects two factors about a stock: potential growth and investment risk. Typically, a high P/E means high growth and low risks. ".

Low risk are you serious? Btw I've held BIDU since early March so I am not adverse to Chinese stocks that have good future potential and are *under valued*. My interpretation of the phrase low risk in this context is:
- The stock price at this level has a low risk of decreasing

The PEs of some companies on the Shanghai and Hang Seng exchanges are at really high multiples, guess the author would see this as impling minimal risk. A word of caution do not drink the kool-aid being supplied in doses by Xinhua. From an economic perspective the 21st Century will 'belong' to China, but now is not the time it will take years to transform from a low margin export driven economy to a mixed economy.

But putting that aside BIDU is a great leading technology company, but at its current PE I would say it is risking opening up a position at this level.

A.


]]> http://seekingalpha.com/article/98396-chinese-government-gives-china-mobile-revenues-to-china-telecom?source=feed#comment-273173 273173
A.]]> Fri, 03 Oct 2008 21:15:53 -0400
A.]]> http://seekingalpha.com/article/92860-omnialuo-wants-to-be-the-chinese-ralph-lauren?source=feed#comment-240396 240396
I don't mind small caps issuing shares to increase shareholder value, but this growth company appears to be doing the age of trick of letting everyone know about their fantastic growth and using their share price as a personal ATM and not returning share hold value. I've been burnt by this before, until the "share-junky" weans themselves off their habit I see no reason to take a chance they will be cured.

Many other under valued better Chinese small caps to invest in, CSR, CFSG, HOGS, FEED etc. If they stop issuing shares like the FED is printing money I leave open the possibility to reconsider...]]> Wed, 27 Aug 2008 16:37:38 -0400
I don't mind small caps issuing shares to increase shareholder value, but this growth company appears to be doing the age of trick of letting everyone know about their fantastic growth and using their share price as a personal ATM and not returning share hold value. I've been burnt by this before, until the "share-junky" weans themselves off their habit I see no reason to take a chance they will be cured.

Many other under valued better Chinese small caps to invest in, CSR, CFSG, HOGS, FEED etc. If they stop issuing shares like the FED is printing money I leave open the possibility to reconsider...]]> http://seekingalpha.com/article/92163-focus-media-will-massive-accounts-receivable-lead-to-a-future-write-down?source=feed#comment-236661 236661 Q1/08 158%
Q4/07 114%
Q3/07 111%
Q2/07 110%
Q1/07 162%

As glassbox said you should be comparing Q to Q. I think its something to definitely keep an eye on but no immediate need to panic based on comparison to peers.
]]> Fri, 22 Aug 2008 13:35:22 -0400 Q1/08 158%
Q4/07 114%
Q3/07 111%
Q2/07 110%
Q1/07 162%

As glassbox said you should be comparing Q to Q. I think its something to definitely keep an eye on but no immediate need to panic based on comparison to peers.
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