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tinman

tinman
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  • Chinese CEOs: Cook Your Books at Your Own Peril [View article]
    Yomama, that may well be the sad reality in China but the real question is how does the US respond to widespread fraud in China with no recourse to US investors?

    Answer: by getting Beijing to sit up and take notice. Step 1: denying easy access to American capital. Shut down all Chinese ADRs until the Chinese agree to some simple rules.
    Apr 20 12:00 AM | Likes Like |Link to Comment
  • Puda Coal Ticks Lower After Negative Research Report (PUDA) [View article]
    Someone commented that China today is like the US in 1900. Apparently that is truer than I wanted to believe.
    Apr 6 03:13 PM | Likes Like |Link to Comment
  • U.S.-Listed Chinese Stocks - Gravely Mistreated & Far Undervalued (Part 2) [View instapost]
    CCME. Nuff said
    Mar 30 03:57 PM | 1 Like Like |Link to Comment
  • This High-Flying Fund Could Rally for Years [View article]
    My $.02: I don't like paying a premium for the privilege of paying a higher fee. The yield vs ROC issue lacks transparency. I'll pass.
    Mar 28 03:19 PM | 1 Like Like |Link to Comment
  • Yongye's Recent Filings Raise Various Red Flags [View article]
    The abundance of ad hominem rebuttals are an indirect indication of the strength of the author's arguments, as is the weakness of counter-arguments in the more analytical responses.

    That widespread fraud has been occurring in China under the noses of even Big 4 auditors for some time is now an established fact. If a company's filings do not show an awareness of this with at least a good faith effort at transparency, the prudent course seems obvious.
    Mar 23 01:00 PM | 1 Like Like |Link to Comment
  • Yongye's Recent Filings Raise Various Red Flags [View article]
    KPMG is SO much better than D&T. This couldn't POSSIBLY be another CCME. No way. Right.
    Mar 23 12:42 PM | 3 Likes Like |Link to Comment
  • The Truth About Yongye International (Part 1) [View article]
    At $7 it appears the risk/reward ratio is much greater than 1. My biggest concern is a stock offering or other diluting activity in light of the "CEO 91.7% ownership of a company that has a 5% non-controlling interest" -- whatever that means.
    Mar 1 09:45 PM | Likes Like |Link to Comment
  • Closed End Funds' Market Share Continues to Shrink [View article]
    Without the transparency offered by CEFA and CEFconnect.com it would be impossible to evaluate CEFs efficiently. Then it largely comes down to discounts and fees and watching out for the dreaded ROC Monster. I've had excellent results on a risk-adjusted basis with this approach.
    Feb 25 01:56 PM | 1 Like Like |Link to Comment
  • Top 40 Dividend Stocks for 2011 Based on Concordance Analysis [View article]
    10 years of quarterly pairs is 40x39, not 40x40
    Jan 2 11:45 AM | Likes Like |Link to Comment
  • Top 40 Dividend Stocks for 2011 Based on Concordance Analysis [View article]
    How long do you think AGNC will be paying 19%? Too good to be true payouts are a sure sign we're going to see a haircut fairly soon.
    Jan 2 11:41 AM | 1 Like Like |Link to Comment
  • Top 40 Dividend Stocks for 2011 Based on Concordance Analysis [View article]
    But unless you're Canadian, Ottawa seizes 25% of your dividends on the way out.
    Jan 2 11:39 AM | Likes Like |Link to Comment
  • IRAs and ETFs: Potent or Problematic Combination? [View article]
    Didn't understand why GLD is bad for IRA: "taxed at a higher rate than the normal capital gains" sounds perfect for tax sheltered investing.
    Nov 17 11:23 AM | 9 Likes Like |Link to Comment
  • High Dividend Stocks: An Alternative to Fixed-Income Investing [View article]
    "Hard not to be a GENIUS when the share price is $89 and he gets it for $69. " !?!?! Where on Earth do you get these bizarre notions? Unless you know something the SEC really needs to look into, Buffet may get a break on commissions but that's about it.
    Sep 14 06:02 PM | Likes Like |Link to Comment
  • Cramer's Mad Money - 8 Ways to Create a Free Stimulus (9/7/10) [View article]
    You can argue fairness all you want but the fact remains our society will cease to prosper without some limits on the concentration of wealth. why should children, grand children, even great-great-great grandchildren of the very rich continue to concentrate their wealth when the great grand children of the poorest are doomed to a life of grinding poverty?
    Sep 14 05:40 PM | Likes Like |Link to Comment
  • K-Sea Transportation: Insiders Buying a 15% Yield; Catalysts Abound [View article]
    Update: as of mid August 2010, KSP has projected losses as far as the eye can see with current ratio of just 0.6, and share price around $5.30. The shorts win.
    Aug 16 08:24 AM | Likes Like |Link to Comment
COMMENTS STATS
187 Comments
135 Likes