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redduke

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  • 2014: The Year Of Goodbye GDP, Hello Gross Output [View article]
    Can you comment on Steve Forbes' commentary? Here is the link.
    http://onforb.es/1kkWmeu
    Apr 13 11:56 AM | Likes Like |Link to Comment
  • China Plays Security Card With Cisco Freeze Out [View article]
    We have seen similar revenue drop in China from IBM announcement.
    CSCO's business dropped not only in China but, in percentage term, even more re in India, Brazil, and Russia. They are all concerned. We really shoot ourselves in the foot.
    Nov 16 05:36 PM | 1 Like Like |Link to Comment
  • The Japanese bull market is too big of a deal to try and get cute, says Jeff Gundlach (video), advising not to try and time a market up 66% in 6 months. If QE is your reason for owning U.S. stocks, he says, why not pile into Japan (EWJ) where the asset purchase program is far larger? Maybe as leveraged as anything to the Japanese bull market is American ETF provider WisdomTree (WETF +3.5%), more than doubling this year as its hedged Japan equity fund (DXJ) reels in billions in assets. [View news story]
    Stay with DXJ until trend turns..
    May 16 10:52 AM | 1 Like Like |Link to Comment
  • Noah Holdings' CEO Discusses Q1 2013 Results - Earnings Call Transcript [View article]
    BUY!
    May 7 12:27 PM | Likes Like |Link to Comment
  • More on Carbo Ceramics' (CRR -13.9%) Q1 miss: The current industry environment is "challenging" and low-cost Chinese ceramic imports continue to exert "pricing pressures." Low prices contributed to both a 10% Y/Y decline in revenues and a 46% Y/Y decline in profits, with higher distribution costs contributing to the latter as well. The outlook for Q2 remains tenuous due to "historic low" prices for Chinese ceramic proppant and seasonal factors. (PR[View news story]
    I find that CRR has a subsidiary in China, mining sands.

    A Chinese source seems to suggest that there are 40-50 companies in treated sand business in China, taking about 13-15% N Am market.
    Apr 25 03:28 PM | Likes Like |Link to Comment
  • More on Carbo Ceramics' (CRR -13.9%) Q1 miss: The current industry environment is "challenging" and low-cost Chinese ceramic imports continue to exert "pricing pressures." Low prices contributed to both a 10% Y/Y decline in revenues and a 46% Y/Y decline in profits, with higher distribution costs contributing to the latter as well. The outlook for Q2 remains tenuous due to "historic low" prices for Chinese ceramic proppant and seasonal factors. (PR[View news story]
    Thanks
    Apr 25 03:11 PM | Likes Like |Link to Comment
  • More on Carbo Ceramics' (CRR -13.9%) Q1 miss: The current industry environment is "challenging" and low-cost Chinese ceramic imports continue to exert "pricing pressures." Low prices contributed to both a 10% Y/Y decline in revenues and a 46% Y/Y decline in profits, with higher distribution costs contributing to the latter as well. The outlook for Q2 remains tenuous due to "historic low" prices for Chinese ceramic proppant and seasonal factors. (PR[View news story]
    Who knows the names of Chinese suppliers?
    Apr 25 02:39 PM | Likes Like |Link to Comment
  • Sasol (SSL) says it seeking a buyer for its Papua New Guinea assets, apparently giving up on plans to develop a gas-to-liquids project there. Interest among international energy companies in the country’s gas potential remains high, with an estimated 26T cubic feet of natural gas which could be developed for export to Asia. [View news story]
    Everyone wants to sell gas in Asia. Are we going to have a glut? Maybe SSL is seeing something.
    Apr 6 03:23 PM | Likes Like |Link to Comment
  • Silver Wheaton Earnings: Production, Vale Deal And Guidance In Focus [View article]
    I bought more at this price level.
    Mar 21 09:50 PM | Likes Like |Link to Comment
  • Will Apple Exist 3 Years From Now? How Much Will It Be Worth? [View article]
    Warren Buffett generally does not invest in technology companies with the exception of his recent investment in IBM. The IBM investment occurred only after IBM's business model evolved into a service-oriented one. I have no doubt that Buffett's analysis would be similar to this author. Apple or for that matter technology companies in general demands a great management team to succeed. That is more than one can hope for in long run. Buffett can live with a B management team in a great business. That is Buffett's way to mitigate this sort of investment risk.

    I personally thank the author for this wonderfully written article. As an investor, and I believe for traders as well, this article offers a great frame of reference to understand various driving forces or risks behind AAPL stock price.
    Feb 23 01:59 PM | Likes Like |Link to Comment
  • 3SBio: Mexican Stand-Off [View article]
    Good analysis of the situation. I hold on to my shares and buy more when the share price moves to ~$13. I anticipate to double from here, buy-out or not.
    Feb 6 11:23 AM | Likes Like |Link to Comment
  • Nam Tai Electronics' Management Discusses Q4 2012 Results - Earnings Call Transcript [View article]
    It is time to buy.
    Jan 28 07:13 PM | 1 Like Like |Link to Comment
  • Drubbed on Thursday, Nam Tai Electronics (NTE) soared 10.3% Friday as SA Pro author Valuable Insights noted the barely-followed (but not for long, it recently hired an IR firm) Apple supplier is crazy cheap even if one has a bearish view on Apple. Keep an eye out for earnings before the bell on Monday. [View news story]
    NTE will not only supply Apple but other mobile phone makers. I think market completely overlook its potential.
    Jan 26 04:34 PM | Likes Like |Link to Comment
  • Is The Price Of Golden Minerals Ready For Another Leg Up? [View article]
    stay foolish and stay hungary.....
    Jan 13 11:00 PM | Likes Like |Link to Comment
  • While The World Watches Fiscal Cliff, Shinzo Abe Creates Fiscal Disaster In Japan [View article]
    Several questions:
    1) It is not clear how much Abe can do to further devalue yen. After all, JCB is supposed to be independent.
    2) Is Abe's real political intention in international arena, i.e. against China or domestic economy? I understand he ran on a weak yen platform. But being a politician, he may have something else in mind. He is known as a nationalist.
    3) I am sure US and other countries will not tolerate further significant yen devaluation. In other words, what is the equilibrium $/yen rate beyond which all hell breaks loose? I think intense currency war or competitive devaluation among the major economic powers may become a serious problem if the exchange rate goes beyond the equilibrium level.

    I believe we are still early in the game. I do not want to close out my positions in yen (short) and Jpn equity (long) prematurely. In my view, clue about the above questions can help you with the decision. Right now, Japan and China just started secret diplomacy with respect to their islands disputes. Few foreign leaders expressed objections to the yen devaluation except Tim Geithner. But these situation will show some clarity in the next 2-3 months. It is an interesting time!
    Jan 1 12:42 AM | Likes Like |Link to Comment
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165 Comments
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