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  • National Oilwell Varco - Standing Strong In The Midst Of The Storm [View article]
    We have to wait and see at least for two qtrs. It is a good company. But the macro environment is cloudy.
    Mar 1, 2015. 12:22 PM | 4 Likes Like |Link to Comment
  • Does American Express Trouble Mean Buy Discover? [View article]
    Delinquency in DFS is on the rise. That is part of the reason for the sell-off after announcing the earning last quarter.
    Feb 21, 2015. 06:04 PM | 1 Like Like |Link to Comment
  • Eco Data - Exports And Imports For January 2015 [View article]
    Lower import has a lot to do lower oil price. Which category does import fall into?
    Feb 8, 2015. 09:14 AM | 1 Like Like |Link to Comment
  • Oil Price Soars, Rig Count Plunges Worst Ever, But Bloodletting Just Beginning [View article]
    Bottom is reached when people finally give up oil sector and stay on the side line.
    Feb 1, 2015. 12:37 PM | 3 Likes Like |Link to Comment
  • Alibaba Q3 FY2015 Results [View article]
    People said a lot of negative things about FB after 1Q and 2Q. Look where FB is now. Immediate selling pressure from lock-up send the stock down. The right question: what is the entry point for the stock? What is the intrinsic vale?
    Jan 30, 2015. 11:05 AM | 2 Likes Like |Link to Comment
  • The Complete Guide To Understand Santander's Convulsion [View article]
    This is the best and a sober review of SAN. You can never trust the bankers!
    Jan 13, 2015. 03:42 PM | 2 Likes Like |Link to Comment
  • Japan prepares record budget [View news story]
    Will Japan reach primary budget surplus by 2020? If so, Yen's future is not all gloom and doom.
    Jan 11, 2015. 12:02 PM | Likes Like |Link to Comment
  • Perfect World Going Private: A Perfect Ending [View article]
    Tender the offer? The formal offer has not been provided yet!

    It is going to take many months to get the final deal done. I think shareholders should wait for a quarter to see the progress of its mobile games. The mobile games hold good promises. The stock has some upside left. Otherwise, why bother to go private? In the meantime, shareholders will be entitled another dividend opportunity.
    Jan 4, 2015. 05:33 PM | 1 Like Like |Link to Comment
  • Where Is China On The Map Exactly? [View article]
    Rule of thumb #1
    Do not use a journalist report as a investment guide.
    Rule of thumb #2
    Always follow the money flows.
    Rule of thumb #3
    There are always two sides to a debate. They may both be right except for the differences in timing. Only a good investor works hard to figure out the timing.
    Jan 4, 2015. 03:56 PM | Likes Like |Link to Comment
  • Samsung In Crisis Mode, Huawei Copies Xiaomi [View article]
    Cycle of life in cell phone business!
    Dec 29, 2014. 10:31 AM | Likes Like |Link to Comment
  • Best Of The Best: The Most Popular Thoughts From 2014 [View article]
    I have to think about Alan Greenspan's statement for a long time. The world now is really a dangerous place!
    Dec 28, 2014. 11:55 AM | 1 Like Like |Link to Comment
  • This Is Not Natural [View article]
    Do not short JGB. Japanese central bank owns the bond market!
    Dec 19, 2014. 12:17 AM | Likes Like |Link to Comment
  • Update: Halliburton's Fourth Quarter To Take A Bite And Not Really From Cheap Oil [View article]
    Let me quote Canada's The Globe and Mail (Nov. 28, 2014)"In mid-September, more than a month before Goldman Sachs rocked markets with its prediction that oil prices would fall to $70 a barrel, Mr. Xie told a conference in Kuwait that he expected oil prices to nosedive to $60. The audience laughed. Now, he’s being invited back to speak again." Mr. Xie based his forecast on one simple fact: China slows down. The marginal demand of oil of last decade or so is disappearing.

    "King" dollar also depresses the oil prices. King dollar is a result of policy divergence among world central banks. In my view, king dollar may induce a recession in US eventually. If FED decides to do QE again, oil price may jump again. Will FED do QE again?
    Dec 14, 2014. 01:40 AM | 1 Like Like |Link to Comment
  • Update: Halliburton's Fourth Quarter To Take A Bite And Not Really From Cheap Oil [View article]
    The key to all these speculations: how long will the oil price stay at $60? Andy Xie on CNBC this morning with Ms Quick predicted 5 years. Ms Quick laughed at him. In my view, Andy Xie is very unconventional and surprisingly good. If he is right, HAL will does down to $20s and SLB to $60s. It is not time to pull my trigger.
    Dec 12, 2014. 12:50 PM | Likes Like |Link to Comment
  • Do Not Be Fooled By IBM Cloud Contract Announcements [View article]
    What is new out there that IBM can do? I see it boring at best.
    Dec 4, 2014. 04:26 PM | Likes Like |Link to Comment