Seeking Alpha

t.jang

t.jang
Send Message
View as an RSS Feed
View t.jang's Comments BY TICKER:
Latest comments  |  Highest rated
  • Alibaba: Is The Price Justified? [View article]
    Alan - great article and your research is very comprehensive and impressive. I see a lot of comments complaining about your statement about Alibaba falling out of Chinese favor but it's funny; they don't back it up with anything. It's definitely a possibility but I've spoken to my Chinese friends in the states and they tell me the most obvious and simplest thing a lot of U.S. investors don't understand about e-commerce in China is that the delivery is mind-baffling fast. Ex. a fridge can be delivered within 4 hours. There's nothing worse for the impulse buyer, which is good for Alibaba. Also, because disposable income is so high because of extremely high real estate prices, a lot of Chinese consumers are focusing their income into the purchase of goods more than ever before. Thanks for all the valuable information, Alibaba long!
    Nov 11, 2014. 10:14 PM | 2 Likes Like |Link to Comment
  • Finally, Some Good News For McDonald's. Now Is The Time To Buy [View article]
    I would never hold this company long. The dividends are great but really, just ask yourself, do you want McDonald's to dominate the fast food market in the future (gross, better alternatives)...
    Nov 11, 2014. 12:58 PM | 1 Like Like |Link to Comment
  • Xinyuan Real Estate's (XIN) CEO Yong Zhang on Q3 2014 Results - Earnings Call Transcript [View article]
    I bet there's a direct correlation between the huge sales on singles day (high disposable income) and real estate sales. It's obvious that many Chinese consumers are renting and are unwilling to pay for homes at the currently listed prices, maybe they're just waiting until prices fall. On the other side, the same could be said of the suppliers, who also seem to be waiting for government policies to lower required ratios, etc., but are unwilling to float prices. Doesn't seem like this company is doing well at all, especially if they barely met expectations by lowering operating expenses.
    Nov 11, 2014. 12:49 PM | Likes Like |Link to Comment
  • Alibaba -3.6%; Singles Day GMV totals $9.34B [View news story]
    overreaction correcting itself, I would assume its mostly dealers changing the prices. Also, it isn't as if BABA gets 9.34B, the actual profit is unknown.
    Nov 11, 2014. 12:41 PM | 1 Like Like |Link to Comment
  • Apple And The Second Renaissance Of The Macintosh [View article]
    Maybe.. Many of my friends love their Macs but a lot of them have also sworn to never buy one again. I'd say its silly to assume people will buy the same product just because they've bought it before but yah, I know what you mean, in my university's libraries we have Macs everywhere because I assume Apple is trying to implement what you just said.
    Nov 7, 2014. 10:49 AM | Likes Like |Link to Comment
  • Facebook And Twitter: What Should You Expect Going Forward? [View article]
    to make it more plain I should've said they do many of the same things, thus maybe not competing on a whole scale in market share, there's definitely intersections.
    Nov 4, 2014. 11:12 PM | Likes Like |Link to Comment
  • Apple And The Second Renaissance Of The Macintosh [View article]
    I agree that for the foreseeable future PCs won't be replaced and I think its so damn smart how Apple captured the younger (my) generation. I think it'd be more informative to break down the MAC sales regionally, if that information is even available, because I'm curious to whether a lot of that growth could be attributed to purchases from China. I agree that mac sales aren't anywhere close to being finished in the near future but still, a lot of it breaks down simply to the fact that they're more expensive. Anyways, it's weird how techies get so heated over what company has the latest/fastest/coolest... laptop while it could break down simply to what you said about Macs just being "cooler," which could also imply that its a fad that us kids are going through. Cool article, looking forward to reading more later.
    Nov 4, 2014. 10:23 PM | 2 Likes Like |Link to Comment
  • Facebook And Twitter: What Should You Expect Going Forward? [View article]
    I'd disagree. Plenty of FB users are twitter users and many twitter users are FB users. They compete in very similar markets and you could even say that many of the most important utilities provided by FB are being focused on an entirely different level by Twitter, Instagram (bought by FB, I know), etc. Yah, they're two very different companies, but so are Apple and Microsoft.
    Nov 3, 2014. 09:27 PM | Likes Like |Link to Comment
  • Is Chevron A 'Forever Hold'? [View article]
    Have you heard of lobbying?...
    Nov 3, 2014. 07:20 PM | Likes Like |Link to Comment
  • Drooling On BABA [View article]
    He wrote from a more fundamental perspective. I agree he doesn't know much about how BABA works and its growth prospects, but it doesn't mean he's wrong in the way he evaluated the company (comparing net income to MC). Its an opinion that you and I obviously do not have to agree with.
    Nov 3, 2014. 12:50 AM | Likes Like |Link to Comment
  • Is Chevron A 'Forever Hold'? [View article]
    I really, really want to argue about the concept of forever but the author did due diligence in resolving terming discrepancies. But still, oil for the foreseeable future will be ingrained in our "DNA" but what about in terms of the trouble OPEC is having currently? Political turmoils have been a nasty beast in the past for oil corporations and such pressure could force corporations to a "greener" route. I've read a few articles here and there and so my knowledge on sustainable energy sources is limited if that, but it seems that while we can make oil more efficient in terms of how much output we get per barrel via technology, the "greener" sector is going the easier route of finding ways to fund fixed costs of their plants, which are now generating enough energy to be considered viable. The only reason I wouldn't label Chevron, for example, as a forever stock is for the possibility in a paradigm shift in where we get our energy. But who knows, I could be wrong because huge oil companies obviously have the funding and power to be the vanguards of renewable energy.
    Nov 3, 2014. 12:44 AM | Likes Like |Link to Comment
  • Argentina adopts new rules to attract oil investment [View news story]
    I agree with Mr. Smurf. Argentina is beyond utter crap, just look up how often they've defaulted and why their yields are so high. Investors: take your money elsewhere.
    Oct 30, 2014. 11:53 PM | 1 Like Like |Link to Comment
  • Facebook: Take Advantage Of A Myopic Market [View article]
    Interesting ideas. The long term seems LONG though and exposed to a lot of other risks.
    Oct 30, 2014. 05:39 PM | Likes Like |Link to Comment
  • Can Alibaba Profit From An Apple Alliance? [View article]
    I'm not sure how 11main (BABA site for high-end US consumers) is doing but its performance should be a good indication on how well BABA can spread its seeds into US soil and how aggressive it can afford to be. I personally don't like AAPL and I think it's much too soon to assume any valuation changes off of talks that haven't occurred yet, but it is entertaining to consider the potential upsides from their partnership. Good article, I enjoyed reading it.
    Oct 30, 2014. 05:34 PM | 1 Like Like |Link to Comment
  • Can Alibaba Profit From An Apple Alliance? [View article]
    Why do you think Alipay isn't a part of BABA? The full name of BABA is Alibaba Group Holding Ltd, implying that Alibaba is the main, but only part of the corporation as a whole.
    Oct 30, 2014. 05:29 PM | 1 Like Like |Link to Comment
COMMENTS STATS
38 Comments
23 Likes