Seeking Alpha

Streetdog

Streetdog
Send Message
View as an RSS Feed
View Streetdog's Comments BY TICKER:
Latest  |  Highest rated
  • Apple Needs More Momentum To Keep Its Market Share [View article]
    I don't know of anyone who'd trade their iPad for an Android product or anyone who does not want an iPhone when they can afford it. Its all about the ecosystem and the "sexy". Apple if fairly unassailable in both areas right now. Remember when everyone said they could not sell an expensive phone? Right.
    Sep 27, 2011. 06:02 PM | 1 Like Like |Link to Comment
  • The End of CCME's Fairy Tale [View article]
    Ultimately, if the numbers are real and the cash is real, I don't care if their offices look like the morning after in Animal House.

    Some pictures with the travelogue would have been nice too. Anybody can say anything, and they have. Maybe you too for all I know.

    Here's a bit about the author:

    www.deepcapture.com/ro.../
    Mar 12, 2011. 09:46 PM | 12 Likes Like |Link to Comment
  • Class Action Suits Could Hurt China MediaExpress [View article]
    Worthy article. In the case of CCME, the shareholders may be already taking your advice. At this point after weeks of advertising, all the firms seem to still be looking for a lead plaintiff. That's a positive in my book.
    Mar 10, 2011. 12:36 PM | 14 Likes Like |Link to Comment
  • China MediaExpress Holdings: All Eyes on Deloitte [View article]
    You really need to learn what you're talking about before speaking up. Go to the GH website and they'll be glad to sell it to you. That's all over the internet. They got tired of giving it away with too many links. If you don't want to pay, check YMB or iHub for free links.
    Mar 7, 2011. 03:48 PM | 17 Likes Like |Link to Comment
  • Unable to Verify Customer Mentioned in Global Hunter Report on China MediaExpress [View instapost]
    Would you publish the name and number of your friend at L'Oreal Shangha so anyone who wishes to do so can verify that person's capacity and relationship to L'Oreal? The burden of proof is on you to demonstrate that this person actually exists as you say. Get the point?
    Feb 25, 2011. 11:37 AM | 8 Likes Like |Link to Comment
  • Unable to Verify Customer Mentioned in Global Hunter Report on China MediaExpress [View instapost]
    As a former ad agency executive, I can tell you that I'd never return your call and would be ticked at any media outlet for asking me to accept contact by someone without capacity.

    From the placing agency's perspective:
    1) Why should I give a hoot about a CCME investor?
    2) Why should I discuss any aspect of my business with some guy who managed to get my number?

    Get a life...
    Feb 25, 2011. 11:27 AM | 11 Likes Like |Link to Comment
  • Is Pearson that dim a bulb ... or worse? [View instapost]
    Excellent job of putting Pearson's thinking in its place. On the lawsuits: unless there is a genuine surprise lurking in the 10-K (which I strongly doubt), a first year paralegal could handle the motion to dismiss.
    Feb 23, 2011. 04:04 PM | 4 Likes Like |Link to Comment
  • CCME: Extensive Research Confirms It's the Real Deal [View article]
    礼赞 (Well Done!)
    Feb 17, 2011. 01:07 PM | 3 Likes Like |Link to Comment
  • The Game of Shorting China MediaExpress Has Been Exposed [View article]
    Good luck contacting Muddy. They're underground. Gone. Zip. That's credibility for ya'...
    Feb 17, 2011. 02:51 AM | Likes Like |Link to Comment
  • U.S.-Listed Chinese Stocks - Gravely Mistreated & Far Undervalued (Part 1) [View instapost]
    I was not involved in RINO, so never climbed into the 10-K. Thank you for fitting in another piece of the puzzle. After a lot of hours of research at this point, I have yet to find any strong justification for the general tweaking this sector is getting.
    Feb 14, 2011. 04:56 PM | Likes Like |Link to Comment
  • The Game of Shorting China MediaExpress Has Been Exposed [View article]
    Rumor has always been part of the markets, pushing both ways. I am not sure how regulators can effectively act at the speed of the web, even though I'd like to see it happen.

    What can happen is companies responding at the speed of the web. A successful bear raid can cause damage to a stocks value that lasts for a significant amount of time. This should be recognized by IR departments, with the defense of the stock taken as a core function.

    IR departments should have a "bear raid" plan in place, in the same way every company has a plan for fires, power loss, natural disaster, etc. The attacks are based on false information or false interpretations of information. The company has 24/7 access to the real information. An information web response to an attack, specific and pointed, can be assembled in a matter of hours. Conference calls can be scheduled in minutes. Lack of understanding about a company's metrics, filings and structure can be addressed with investor education. Auditors, while needing time for the audit, can issue a press release saying that they are aware of allegations and are actively engaged in doing their job.
    Feb 14, 2011. 09:14 AM | 4 Likes Like |Link to Comment
  • U.S. Listed Chinese Stocks: Mistreated and Undervalued (Part 2) [View article]
    My hypothesis is that a larger issue is at play in the broad attacks against the Chinese small cap sector. I suggest that as the broader markets find a peak, aggressive funds are pushing down sector values to lock in their potential for out performance as the larger market cools.

    a) It would be challenging to argue that the growth in our markets across the last 7 months can continue unabated for an extended period of time. b) While unfounded bear raids create extreme dips in pps that should be attractive to value investors, price volatility and the risk that raiders claims may be even 1% true (thus creating a significant longer term dip in pps) scares away the small investor and renders the companies "untouchable" for many institutional managers (either by charter or the plain realities of professional risk).

    The net result is that when the bulk of investors find themselves struggling with the chop of a market that is peaking or approaching decline, nimble and unencumbered funds will have already staked their claims in what stands to be one of the few remaining areas of promising hyper growth.
    Feb 13, 2011. 01:09 PM | 4 Likes Like |Link to Comment
  • A Comprehensive Scorecard for Citron Research [View article]
    Scorecard after Q3 '08 is not so impressive. Also, record is clearly better for small caps than mid-caps.
    Feb 11, 2011. 02:39 AM | 4 Likes Like |Link to Comment
  • China MediaExpress: The Most Polarizing Stock in the World [View article]
    HFs go with the flow. There's been a broad scatter shot a China stocks this month.

    Many institutional funds are prohibited by charter from holding any position involved in significant controversy or potentially subject to some unknown liability. BP was a good example of this. IFs had no choice but to dump. As soon as someone even whispers "fraud", they're boxed. To my POV, this pulls a brick out of the institutional argument.
    Feb 10, 2011. 01:03 PM | 2 Likes Like |Link to Comment
  • China MediaExpress: The Most Polarizing Stock in the World [View article]
    Of course on the Qs and Ks. There will be the glimmer of resolution in a few weeks. And that's what makes a market. Best of luck.
    Feb 10, 2011. 12:50 PM | Likes Like |Link to Comment
COMMENTS STATS
33 Comments
167 Likes