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HuiyiChen

HuiyiChen
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  • Sierra Wireless: This Tech Stock Is Set To Scale New Heights [View article]
    I bought it at $20 just before Sierra announced its purchase of Canadian mobile company In Motion and intended to hold it for the next 3 years. But at $28 the PE is 90 (calculated with an earning of $0.31),and SWIR seldom sustained its price with RSI above 70. It is not something a long term investor would do, yet I just sold it and expect to buy it back. Too much hype.
    Aug 30, 2014. 08:17 AM | Likes Like |Link to Comment
  • More Good News: Synta Pharmaceuticals Could Be A Triple Bagger [View article]
    Thank you for the article.
    Long SNTA too.
    Dec 16, 2013. 07:27 AM | Likes Like |Link to Comment
  • Nimble Storage IPO Packs A Punch [View article]
    I placed a bid at $21 but ended up with 0 shares...
    Dec 15, 2013. 06:33 AM | Likes Like |Link to Comment
  • Nimble Storage IPO Packs A Punch [View article]
    NMBL is bleeding consistently at roughly $10m a quarter, despite its 65% revenue growth from a year before. Its R&D cost remains fairly stable too, at about 28% of revenue throughout last few quarters.

    Given that its technology has an edge and is on strong and growing demand, plus positive customer reviews, it is very likely for NMBL to reach a stage where its management are able to trim marketing expenses.
    Dec 15, 2013. 06:32 AM | Likes Like |Link to Comment
  • Implications Of Organovo Lawsuit [View article]
    ... the bioprinting industry seems to be sending the message printing functional organ is years if not decades away.

    While keeping cells nourished is yet to become easy, already achieved success of keeping cells alive and stacked up (they naturally bind) into layers suggests the bioprinting industry will first achieve profitability before reaching the ultimate goal of printing organs to save lives.


    Fat tissues, thin layer of skin tissues, cartridge are less of an issue on keeping cells nourished (compared to liver). Cosmetic industry is a billion dollar industry and that's another potential source of income.


    The main source of income would most likely be pharmaceuticals as suggested by where_are_the_customer...

    Here is a quick look:

    R&D Spending Per Drug ($Mil) Total R&D Spending '97-2011 ($Mil)
    following company and drug.

    AstraZeneca AZN 5 11,790.93 58,955
    GlaxoSmithKline GSK 10 8,170.81 81,708
    Sanofi SNY 8 7,909.26 63,274
    Roche Holding AG RHHBY 11 7,803.77 85,841
    Pfizer Inc. PFE 14 7,727.03 108,178
    Johnson & Johnson JNJ 15 5,885.65 88,285
    Eli Lilly & Co. LLY 11 4,577.04 50,347
    Abbott Laboratories ABT 8 4,496.21 35,970
    Merck & Co Inc MRK 16 4,209.99 67,360
    Bristol-Myers Squibb Co. BMY 11 4,152.26 45,675
    Novartis AG NVS 21 3,983.13 83,646
    Amgen Inc. AMGN 9 3,692.14 33,229
    FactSet Research Systems

    An interesting question is, why would a company this size go on to get listed? Does the company only want to ride the wave created by DDD and SSYS to get more temporary liquidity?

    Looking at DDD's 1999-2013 price chart, stock price oscillated between slight loss and 200% gain till late 2010 when it surged, DDD now sits at 1800% gain. HLF 2005-2013 chart tells a similar story: price moved between 0% and 250% gain, now at 950% gain.Given the US demographic trend, ONVO would be the perfect choice for high speculation. $3-4 could be $100 15 years later.
    Aug 22, 2013. 02:23 AM | Likes Like |Link to Comment
  • Potash And The Commodities Supercycle [View article]
    Food has always been a national priority. Agriculture productivity is high up politicians' lists. The Chinese local governments are now giving out grants for farmers to buy advanced agriculture equipments, some farmers are getting FREE harvesters.John Deere is a a good bet. But I still think Pot is a good addition to one's portfolio.

    I think it is a natural cycle rather than politics. In history commodities bull and equities bull take turns. One bold guess here: Abundant cheap raw materials lead to low production cost and high margins. Good earnings prevail, leading to a couple of years bull run in the equities market. As companies expand production, higher demand drive up commodities prices luring more producers into the market. Aggregate production keeps increasing, prices keeps dropping, finally it's not economic to produce any more and less efficient producers exit market. It's again commodities bull market.

    In theory low Potash price should persist for a while for less cost efficient producers to fold. I have shorted gold though, there is more likely than not to be another drop into $800-900.
    Aug 13, 2013. 08:57 AM | 2 Likes Like |Link to Comment
  • Q&A With The CEO Of 3-D Printing Company, Arcam AB [View article]
    Appreciation for sharing the information!

    was wondering about if more revenue would come from Aerospace...I found from FastEBM:

    "It has been identified that airframe production requires a large number of brackets of many different designs ( >1200 in an Airbus A380). These are currently machined from aluminium and titanium billet, plate or forgings with extremely high wastage of material, which in the case of titanium alloys is expensive and contains scarce elements such as vanadium. With the right production rate, AM could supply into this market competitively, and reduce wastage by giving a yield of 95% rather than the current 10% (buy-to-fly ratio of 10:1)."

    It's really great to have that answered. Thank you for the article.
    Aug 12, 2013. 12:33 AM | Likes Like |Link to Comment
  • Is Nuance Really A Buy? [View article]
    That's good information and good article, cheers mate

    There's just so much more to NUAN it'd be hard for anyone to cover the stock top to toe. It's played into smart phones, medical transcripts, banks, automobile and now TVs

    It's a buy, if earnings come out leaving investors speechless as Mötley Fools contributor mostly recently cautioned, we may be lucky to see price drop further to make it a bigger buy
    Aug 6, 2013. 02:40 AM | 1 Like Like |Link to Comment
  • Potash Corp: A Good Way To Take Advantage Of Industry Turmoil [View article]
    Potash price is forecasted to be $300 per unit, a 25% decline from $400 after the cartel breakup. I noticed that Uralkali not only produces at $80 which is lower than its N. American competitors at $100+ but it also has direct rails to transport to China...

    Still, Potash is worth owning given its roughly 26% net margin, it probably will run at break-even for a while. Investors' interests will best be served in the long run, when the less competent producers exit the market and supply is again in line with demand. Meanwhile the lower price could also stimulate farmer demand, especially in Asia.

    In conclusion, Potash is worth to own at this point.
    Aug 2, 2013. 08:10 AM | 2 Likes Like |Link to Comment
  • 2 Worries That Remain After The Solar Energy Rally [View article]
    I followed FSLR when it was $14-15, then it won the case (land dispute with local government) and that's when I thought about buying it. But chicken as I am, I waited till $20-22... You never know if it is going to fall like a Chinese solar maker. By the way, I never think I know what I am talking about, really just trying to learn from you guys and protect my meager wealth:)
    Apr 20, 2013. 07:18 AM | Likes Like |Link to Comment
  • 2 Worries That Remain After The Solar Energy Rally [View article]
    Now everybody is talking about solar, it is definitely a time to short...
    Apr 20, 2013. 07:18 AM | Likes Like |Link to Comment
  • 2 Worries That Remain After The Solar Energy Rally [View article]
    Thank you! I was wong in thinking thinfilm is the technology in the long term. I studied how thin film panels work but failed, physics is beyond me. Still, I bought FSLR in the lower $20s. It is true the Chinese makers are cost competitive, Chinese government had always subsidized its solar industry until recently, it let 尚德 its big solar maker fall, that's after a whole round of bankruptcies among the small solar makers. Big Chinese players will have to merge to survive under this new Darwinistic environment, even when Silicon has gone from ¥400 to ¥5. I knew photovoltaic panels would be more cost competitive, and I knew SPWR has a C7 technology and its newes solar model has an efficiency up to 22%. But FSLR panels are efficient in arid environments, which explains its projects in Dubai, Australia and Xingjiang west China. I thought: Based on its strong balance sheets, FSLR is either going to better its thin film technology till it beats PV panels, or, it is going to go photovoltaic itself. I had doubts when Buffett bought SPWR and almost bought put options. Now I still hold FSLR but I am selling it on Monday. You are right thin film is not the technology in the long term. Thank you very much.
    Apr 20, 2013. 06:28 AM | Likes Like |Link to Comment
  • Profiting From Rising Food Prices, Booming Agriculture [View article]
    could it by any chance be Monsanto?
    Apr 5, 2013. 03:03 AM | Likes Like |Link to Comment
  • Facebook to Announce Fourth Quarter and Fiscal 2012 Results [View article]
    FB is a good company at a good price. It's worth holding for your grand kids - Huiyi Chen
    Feb 5, 2013. 11:16 AM | Likes Like |Link to Comment
  • 2 Worries That Remain After The Solar Energy Rally [View article]
    ...may I ask, chaz7342, why would FSLR not be there in the long run?

    The fact the Buffett bought SPWR is giving me second thoughts about FSLR which I bought months ago. Lower debt ratio and higher sales are Not the only reasons I bought FSLR, its unit cost is 67 cents compared to 72-74 cents of its photovoltaic peers.

    There must be a knowledge gap I am having. Would anyone be so kind to help me out?

    Thank you all in advance! -Huiyi Chen
    Jan 5, 2013. 08:53 AM | 2 Likes Like |Link to Comment
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