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swchina

swchina
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  • Hormel Foods Has Dividend Appeal [View article]
    you call HRL a cash cow.
    Then on DCF you give a low valuation of $31 vs current actual around $47=, and then say a fair value is 3 years is $39.

    Make me an offer and I will buy your shares.
    Aug 14, 2014. 01:52 AM | Likes Like |Link to Comment
  • It Is The Right Time To Invest In Coach? [View article]
    Coca-Cola of the luxury retail

    shows the depth of your understanding of the market.
    Jul 14, 2014. 09:28 PM | 1 Like Like |Link to Comment
  • Coach Inc.: A Premium Brand At A Discount Price [View article]
    While the brand is a premium, it does not necessarily mean much for the stock COH.
    does that mean Ferrari brand will have an incredible stock value ? and is a sound company. Maybe what makes a brand strong can be opposite to financial sense. ?


    Their entry into the shoe business is correct and we will see about their execution - otherwise the BRAND is definitely going to smell and loose its premium to be a good middle class staple. Then they must adjust.

    Having said all that - it is good value - but that could also be a trap - next quarter will tell.
    Jun 9, 2014. 06:30 PM | Likes Like |Link to Comment
  • Hormel Foods - Well-Led Food Business Warns For Food Cost Inflation [View article]
    I LAO Hcw qIRWS DOE a SIZABLE CORRECTION - since 30. locked in at 47, knowing they will split again at 55. probably one more acquisition before then.

    they will keep ahead of pork price which is 50% of business

    no probs.
    May 22, 2014. 05:39 AM | Likes Like |Link to Comment
  • Bank Of America: Buying Opportunities And Bad News Go Hand In Hand [View article]
    your "never the less..." comments at the end says ; all of the above may be irrelevant, so dont listen to me.

    Why quote different P/E s

    also, if the price was "only" 10% above book value, for a bank, you would have all the sae points and I would have look 30% of my money . I think it is called selling my position.
    May 18, 2014. 04:41 AM | Likes Like |Link to Comment
  • Notable earnings before Wednesday’s open: AEO, AINV, BIG, BMO, EV, HRL, TOL  [View news story]
    I have been watching my money stagnate while their PE drops - now 17. Cant be too optimistic. Seeing things in International not going in the right direction.
    May 22, 2012. 07:22 PM | Likes Like |Link to Comment
  • 6 More Chinese Lottery Tickets [View article]
    I am a foreigner living in China. What I have learnt after 20 years - you need to ask yourself some questions first. Why are the stocks cheap, who are the beneficiaries of movements and who controls. The end beneficiaries are not you or me. That is different from US companies.
    May 2, 2012. 07:06 PM | Likes Like |Link to Comment
  • Has the U.S. Dollar Hit Bottom? [View article]
    As Ben gee says - with too much supply and no demand, value goes one way.

    I agree it is oversold - but will continue to be oversold. Who is a buyer ?
    ONe day, there will be many opportunities - short CHF ,AUD or long USD. timing.1
    Jun 12, 2011. 10:51 PM | Likes Like |Link to Comment
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