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  • Yongye International: Why This Stock's Story Is Too Good to Be True [View article]
    Exactly. This is what I found most offensive - calling journalist who works for a respected site (not to mention his dad) a liar, after they went to China, visited the company, brought their product back home and did a demonstration for their readers - and basing it on the fact that you cook Mexican food a lot? IDIOT!

    This reminded me of the short article written by someone else on YONG:

    seekingalpha.com/insta...

    While this article is better written (not that its saying much), they both start out with a predetermined conclusion, and then build up suspicion around the company with with little snippets and innuendo.

    And also, to clarify a point, in reference to the quote from the CEO, about investing 40 yuan and a return of 4000 yuan, I understand that crazy talk like that is catnip for you shorts who are already chomping at the bit, but remember that there are language and translation barriers. I cannot assume that the CEO is claiming that if you plant 40 yuan worth of this product in the ground a magical 4000 yuan money tree will grow out of it. It's more likely the yield increase will be multiples of what the product costs. For example, if you dont use it and get 10,000 yuan/acre, and use it and get 13000 yuan/acre, you're getting 3000 yuan for the 40 yuan you spent. Theres already built in costs the CEO isnt referring to.
    Feb 7 03:01 AM | 10 Likes Like |Link to Comment
  • Yongye International (YONG): Is Their Story Too Good To Be True? [View instapost]
    Nice call, genius. Please let me know if there are any other stocks you are short. I'm looking for some solid long positions.

    Also, you are posting on all the other comment sections articles for Yongye, and all you do is state how the authors (who are long or are making a compelling case for Yong) are making up facts they cant substantiate, and then proceed to make comments that are totally unsubstantiated. Your comments tend to fall into one of two categories: 1. A company cannot grow that fast and 2. China is shady. THOSE ARE NOT FACTS. Those are suspicions. You, obviously, have never been to China.

    But thanks for the short interest - I will make a nice little profit off the squeeze.

    Good Luck!
    Nov 15 09:55 PM | 2 Likes Like |Link to Comment
  • Spreadtrum Communications: What To Believe [View article]
    I disagree with this comment - the author's exhibits a knowledge of Spreadtrum's business, and of the overall Chinese mobile market of someone who has been following either for at least 20 minutes.

    Of course the author doesnt mention if Marvell CEO's remark of 70% TD marketshare is limited to TD-SCDMA SoC solutions, TD-LTE, nor does the author mention that Spreadtrum's 50% marketshare is not a claim by the company but an estimate from by various, independent analysts.

    Of course, that would take another hour or so to research.
    Jan 11 12:28 PM | 1 Like Like |Link to Comment
  • Why Smart Investors Should Buy Apple and Google, Sell Research In Motion and Nokia [View article]
    First off, I have been long GOOG and AAPL for years now, and am doing well by it.

    That said, the title of this article implies that only a smart investor would be long GOOG and AAPL, yet the article itself offers no additional insight or information that I wouldnt be able to get from someone familiar with these brands but who has never owned a single stock. For instance - any person on the street that has owned a phone from one or more of these companies over the last 15 or so years.

    Your points: Apple has revolutionized every product it has introduced in the past 10 years. Really?. Google's Android is taking the market by storm. Mmm Hmm. Blackberry's "multimedia browsing capabilities remain well behind competitors due to smaller screen size and less intuitive software." Ummm...DUH? Nokia "is struggling in the lucrative high-end smart phone market" Naaaw, you dont say?

    Since Seeking Alpha is farming out these articles to other financial news sites, I would hope you could offer some more useful information other than this drivel (Sorry, brief nods to the 10-K filing doesnt cut it).

    I cant help but think that this is a hit job or a pump n dump piece because it offers NO useful information. Otherwise - why are you even writing it?

    In addition to being long AAPL and GOOG for years now, I most recently opened a very tiny position in NOK - why? As a hedge - and as a very real opportunity - it pays a 6% dividend (AAPL and GOOG do not and it would be nice for me to get paid some dividends), it has about $7 Billion in cash, and the potential with Windows 7 is not an open and shut case. The 3% penetration by Windows 7 does not mean that the OS is dead in the water - in fact its been getting very good reviews - its just that it does not yet have the mobile distribution that NOK can provide.

    The Emerging Markets are huge. NOK gets 47% of its value from Emerging Markets and at a much cheaper asking price for the phone (56 euros according to this article: seekingalpha.com/artic...) . This means they can offer a much better priced phone without as significant a hit to their earnings. Yes, Android is also targeting this market - but with a snazzier OS than Symbian who's to say that Nokia cant maintain or even gain some market share it lost from AAPL/Android. One can look at a decline from 39% to 30% market share as indicative as a longer term trend - but considering what an inferior OS Symbian is - could it also be a testament to brand loyalty and market penetration by Nokia , that a steeper decline hasnt occurred?. You state that NOK has " 50% of consumers in markets where entry-level phones are in demand" this is no trivial stat.

    RIM is dead, no doubt, but with Microsoft/Nokia enterprise products targeting business and corporations - why wouldnt that benefit NOK? What's NOK going to do with that $7 Billion in cash? What's AAPL and GOOG doing to gain marketshare in business/corporate accounts, to fill the void that RIM will leave?


    These are some of the questions I had. I was hoping for some insight from this article. Guess I'll have to keep on looking!
    May 19 03:11 AM | 1 Like Like |Link to Comment
  • Yongye International (YONG): Is Their Story Too Good To Be True? [View instapost]

    So, case in point: You make a comment on Zack Buckley's article on Yongye:

    "100,000 stores by the end of the decade. You don't think that sounds absurd on its face?"

    You imply 100,000 sounds "aburd on its face" - meaning at face value. Why? Is 100,000 a big number? Yes it is. If you look at the CFOs comments, he states 600,000 villages, 100,000 stores by the end of the decade. So YONG is targeting 1 store for every 6 villages by the end of the decade. Is that "absurd"? I think its an ambitious target - but definitely possible with a well executed marketing strategy - which seems to be unique to YONG for the time being (unless other companies start copying it.)

    And if you think 600,000 villages sounds absurd - then you havent been to China - which is why I said you obviously have never been there in my previous post.

    Also, you refer to this claim of 1000% profit increases quite a bit, please provide a citation. Also for the California fulvic acid ban.
    Nov 16 12:47 AM | 1 Like Like |Link to Comment
  • Spreadtrum's Buyout Price Should Be Raised To $34.50 [View article]
    Im sure you'll have another oppurtunity to buy SPRD - just not on the US exchange. I would guess that not too long after it goes private, it will be setup on the Hong Kong exchange, or something along those lines. Give the opportunity for all the Chinese "officials" at the "university" to cash out their options, and give SPRD management opportunity for SPRD management to maintain their equity (rightfully so for management running a great company). Thats why I doubt any other buyers came along - the Chinese government wouldnt have an opportunity to profit if someone else bought them out, and the Chinese government has the power to make such a deal difficult.
    Aug 20 02:25 PM | Likes Like |Link to Comment
  • Using Leveraged ETFs to Hedge Market Volatility [View article]
    Thanks for the post Eric. I've been thinking of a way to hedge against this volatility with inverse leveraged ETFs, but could not find an adequate strategy using the traditional indicators (moving day averages, etc. ) . Using the VIX as a guide is something i'm going to try.
    Aug 25 01:14 AM | Likes Like |Link to Comment
  • 5 Potentially Overpriced Stocks to Consider Short Selling [View article]
    If you're long CHL, which is SPRD's biggest client, and SPRD is one of CHL's most trusted suppliers - why again would you be short SPRD?
    Jul 9 05:59 PM | Likes Like |Link to Comment
  • 5 Potentially Overpriced Stocks to Consider Short Selling [View article]
    Your "fact" is a research firm sending a letter to a company CEO. Yes, that is a fact. But what "facts" are able to unearth on your own - that other people dont already know of?
    Jul 7 05:02 PM | Likes Like |Link to Comment
  • 5 Potentially Overpriced Stocks to Consider Short Selling [View article]
    What an ass. Muddy Waters was right with other stocks, so they must be right on SPRD. Dont bother to do any research on your own.

    Genius. Short away.
    Jul 7 03:11 PM | Likes Like |Link to Comment
  • Spreadtrum: Is Muddy Waters Right? [View article]
    Dude, go away - I see you've moved on from bad mouthing $YONG from a few months ago and are just looking for the next Chinese company on which you can ride the wave of negative sentiment. Try reading a balance sheet.
    Jul 7 01:10 AM | Likes Like |Link to Comment
  • Spreadtrum: Compelling Value After Broad Chinese Stock Sell-Off [View article]
    Whoa - the shorts havent chimed in yet. Good post.
    Jun 23 12:31 PM | Likes Like |Link to Comment
  • Yongye's Recent Filings Raise Various Red Flags [View article]
    Mr. Bezek,

    To the recent response from Yongye, do you want to respond to their insinuations that you are working with short sellers?
    Mar 24 12:35 PM | Likes Like |Link to Comment
  • Yongye's Recent Filings Raise Various Red Flags [View article]
    Mr. Bezek,

    If you already talked to the CFO over your previous article, why did you not just follow up with him before you published this piece? Unless you wanted some damage to be done before they had a chance to respond? Who do you notify that you will be submitting these articles prior to them being published, that could profit from short selling this stock?
    Mar 23 06:14 PM | Likes Like |Link to Comment
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