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redduke

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  • Time For European Small Caps To Shine? [View article]
    What ETFs are suitable with hedged EURO?
    Sep 16 04:15 PM | Likes Like |Link to Comment
  • Japan: Apocalypse Now Or Apocalypse Later? [View article]
    Be very afraid if yen collapses and Japanese economy goes down to hell. The global economy may be in serious downturn as a result. Wars may break out.
    Sep 16 11:00 AM | Likes Like |Link to Comment
  • Japanese Yen Heading For Hyperinflation [View article]
    Now Japan central bank started to purchase JGB at negative interest rate. This is reckless beyond belief!! So yen can devalue very quickly.

    Short the yen. Then long Japanese equity.
    Sep 11 06:35 PM | 1 Like Like |Link to Comment
  • Parsing China Nepstar's Q2 FY2014 Results [View article]
    I got the number from Investor's Business Daily. Thanks for checking out 13D. That is number I will go by.
    Sep 2 08:46 AM | 1 Like Like |Link to Comment
  • Parsing China Nepstar's Q2 FY2014 Results [View article]
    NPD was founded in June 1995.
    GS invested in NPD in 2004.
    NPD was ipoed in 2007.
    GS terminated its research coverage on NPD in June, 2012.
    Recently, GS dumped its entire holding.
    GS probably made some money on its investment. But NPD did not become CVS or Walgreen--the big dream play every invester has on this company. NPD's track records in almost two decades of operation are not very good. Now there is almost no intitutional support for this stock. Will it ever be a great investment? The likely time horizon will be long.

    Where did the institutional shares go? I have to do some guess work.

    Neptunus Group, a Shenzhen-based healthcare conglomerate specializing in the medical and bioengineering industries, controls 50% of Nepstar before GS transaction. Now it controls 75.6%. GS sold its shares to the owner.
    Sep 1 01:12 PM | 1 Like Like |Link to Comment
  • Visa - I Share The Cautiousness Of Raymond James, But For Different Reasons [View article]
    Other negative factors:

    Chinese UnionPay seems to be a strong competitor to Visa in China regions.
    Amazon's payment system is very attractive to business owners. It may gain traction.
    At current phase of US business cycle, Discover and Am Express are better investments.

    My current opinion is "Hold" because Visa has a lot of brand value.
    Aug 30 02:14 PM | 1 Like Like |Link to Comment
  • Perfect World beats by $0.10, misses on revenue [View news story]
    A strong buy!
    Aug 18 08:13 PM | Likes Like |Link to Comment
  • Time To Panic Over Lipitor Litigation? [View article]
    Crestor and Lipitor are the same class of medicines. Switching makes no sense.
    Aug 11 12:43 PM | 2 Likes Like |Link to Comment
  • Changes In The Japanese Ministry Of Finance To Weaken Yen? [View article]
    Currency war is rotating around the global currencies. Ukrain-Russia conflict, if escalates further, will hurt euro because EC may dip into recession. Euro weakness drags down Japan's export driven economy. So in 6-18 months, yen will slide down again. In the meantime, weak holders if yen short position will unwind. When the long/short positions reaches 50/50. It is time to short again.
    Jul 26 05:08 PM | 1 Like Like |Link to Comment
  • The Dude Abides: China In The Golden Age Of Central Bankers [View article]
    Two of the rule changes that China seeks:
    1) Chip away USD's rule as a global reserve currency. Recently UK, Canada, Switzerland, France, Russia, etc all set up RMB settlement banks to facilitate RMB as global trade settlement currency.
    2) New Silk Road Strategy (OTCPK:NSRS). Energy deals with Russia and central Asian countries are part of this grand strategy. Now freight train can carry high value electronic and auto parts from cities in Germany and Netherlands to Chinese inland cities, such as Chongqing, Xian in short time. Middle East may potentially be integrated into this strategy as well. If successful, NSRS will most definitely marginalize Japan and US roles in Eurasia trade block.
    Jul 5 03:36 PM | 3 Likes Like |Link to Comment
  • Cree - Light Up Your Long-Term Portfolio On Dips [View article]
    PHG's plan to spin off its LED component business says a lot about the competitions from Asia. It is tough area to be in. I think CREE may go down to $30 range.
    Jul 4 10:26 AM | Likes Like |Link to Comment
  • Why Shorting Japan's 10-Year Government Bond Is Now A Fantastically Asymmetrical Trade [View article]
    Either yen or JGB has to give up in 6-18 months. I go with shorting the yen. Japan central bank can always crank the printing press to boost the JGB. Shorting JGB is not a sure thing in comparison with shorting the yen. I believe the central bank prefers trashing the currency to trashing JGB. Trashing the currency will boost Japan's export and may cause trade frictions. But trashing JGB will cause pension crisis and government solvency.

    When the yen goes down to 125-130, long Japanese equity market will be more profitable.
    May 29 11:35 PM | Likes Like |Link to Comment
  • Some Things To Consider If Spain Leaves The Euro [View article]
    Spanish unemployment has a lot to do with the labor laws in Spain, not just the German demand. Reforming the labor laws is more urgent than exiting the Euro. Internal labor cost adjustments is another mechanism to make Spain competitive but the people must be willing to shoulder the pains. Exiting the euro is just as painful as those reforms.

    There is not easy way out.
    May 26 09:52 AM | 5 Likes Like |Link to Comment
  • What Jim Rogers Is Buying Right Now [View article]
    I wonder when the interview was conducted. I suspect it was done quite a while ago. Japanese yen has appreciated substantially over the last few months. The yen short positions vs long is gradually declining. The interview is interesting. It is a way to learn from masters. But it offers little for traders.

    Timing is everything.
    May 19 12:17 PM | 1 Like Like |Link to Comment
  • A Physician Compares Gilead's And AbbVie's Hepatitis C Products [View article]
    I had GILD shares for over 6 years at very low cost basis. After reading this excellent review, I bought more. GILD presents more value than when I first bought it.
    May 12 10:32 AM | 2 Likes Like |Link to Comment
COMMENTS STATS
184 Comments
131 Likes