RUFCrazy's Comments RSS Syndication from SeekingAlpha.com http://seekingalpha.comuser/93749/comments http://seekingalpha.com/article/88551-california-signaling-a-housing-bottom-housing-tracker?source=feed#comment-220820 220820
Rent to value ratios of 25-30 make no economic sense and with incomes falling and unemployment rising something has to give -

Hint: it's home values and they are gonna keep dropping as fast as a toilet flush from the Sears tower.]]> Sat, 02 Aug 2008 00:12:14 -0400
Rent to value ratios of 25-30 make no economic sense and with incomes falling and unemployment rising something has to give -

Hint: it's home values and they are gonna keep dropping as fast as a toilet flush from the Sears tower.]]> http://seekingalpha.com/article/87987-patriot-coal-corporation-q2-2008-earnings-call-transcript?source=feed#comment-218940 218940 Wed, 30 Jul 2008 22:55:33 -0400 http://seekingalpha.com/article/87085-more-drama-at-cleveland-cliffs-harbinger-to-block-deal?source=feed#comment-214830 214830
Not a bad result; I think ANR will hit a higher valuation on its own anyway as they should earn $33 in '09 and $45 in '10 using the Citicorp analyst coal price forecast. 4th grade math tells you to go way LONG ANR.

Don't worry too too much about the hedge funds who are selling their coals to free up cash to cover their shorts on the DEAD AND DYING FINANCIALS and just trying to scare up some cheap coal shares at the same time...

They will be covering their coal shorts next week and buying back in long as the rest of the coals report, including the heavy MET coal producers ANR and PCX on July 29. I'm betting yesterday July 24 was the panic bottom for coals in 2008. Both ANR and PCX closed above their respective 50 DMA's today, MACD's and RSI's are turning back positive as well...

Mark it down... yell at me if I'm wrong. I will still be long ANR and PCX.]]> Fri, 25 Jul 2008 21:03:42 -0400
Not a bad result; I think ANR will hit a higher valuation on its own anyway as they should earn $33 in '09 and $45 in '10 using the Citicorp analyst coal price forecast. 4th grade math tells you to go way LONG ANR.

Don't worry too too much about the hedge funds who are selling their coals to free up cash to cover their shorts on the DEAD AND DYING FINANCIALS and just trying to scare up some cheap coal shares at the same time...

They will be covering their coal shorts next week and buying back in long as the rest of the coals report, including the heavy MET coal producers ANR and PCX on July 29. I'm betting yesterday July 24 was the panic bottom for coals in 2008. Both ANR and PCX closed above their respective 50 DMA's today, MACD's and RSI's are turning back positive as well...

Mark it down... yell at me if I'm wrong. I will still be long ANR and PCX.]]> http://seekingalpha.com/article/85368-sce-contracts-push-first-solar-ahead?source=feed#comment-207444 207444 Overowned, overrated, massively overvalued.]]> Thu, 17 Jul 2008 02:33:57 -0400 Overowned, overrated, massively overvalued.]]> http://seekingalpha.com/article/84361-pigging-out-on-zhongpin?source=feed#comment-202580 202580 Thu, 10 Jul 2008 18:03:56 -0400 http://seekingalpha.com/article/80834-china-sky-one-hits-new-high-on-positive-guidance?source=feed#comment-201084 201084 Tue, 08 Jul 2008 22:55:09 -0400 http://seekingalpha.com/article/38007-interactive-q-a-simon-fu-cfo-of-china-expert-technology-cxti-ob?source=feed#comment-192333 192333 Wed, 25 Jun 2008 01:04:33 -0400 http://seekingalpha.com/article/81988-is-china-s-economy-slowing?source=feed#comment-188752 188752

World Bank raises China growth forecast
Thursday June 19, 7:51 am ET
By Elaine Kurtenbach, AP Business Writer
China weathering global slump better than expected, World Bank says as it raises GDP forecast

SHANGHAI, China (AP) -- China's economy is weathering the global slowdown better than expected, the World Bank said Thursday as it raised its growth forecast for the Asian giant to 9.8 percent from 9.4 percent. ]]> Thu, 19 Jun 2008 18:30:43 -0400

World Bank raises China growth forecast
Thursday June 19, 7:51 am ET
By Elaine Kurtenbach, AP Business Writer
China weathering global slump better than expected, World Bank says as it raises GDP forecast

SHANGHAI, China (AP) -- China's economy is weathering the global slowdown better than expected, the World Bank said Thursday as it raised its growth forecast for the Asian giant to 9.8 percent from 9.4 percent. ]]> http://seekingalpha.com/article/80499-9-reasons-to-short-firstfed-financial?source=feed#comment-181587 181587 Sun, 08 Jun 2008 21:38:24 -0400 http://seekingalpha.com/article/75316-china-pharma-delivers-on-improved-financials-promise?source=feed#comment-177294 177294
We're looking at making like 50%+ with a basket of these China plays. CPHI is one of mine and is WAY undervalued especially if they are suiccessful collecting their AR's...]]> Sat, 31 May 2008 13:08:35 -0400
We're looking at making like 50%+ with a basket of these China plays. CPHI is one of mine and is WAY undervalued especially if they are suiccessful collecting their AR's...]]> http://seekingalpha.com/article/79341-china-sputters-along?source=feed#comment-177288 177288 What are you smokin dude ?]]> Sat, 31 May 2008 12:55:50 -0400 What are you smokin dude ?]]> http://seekingalpha.com/article/79341-china-sputters-along?source=feed#comment-177287 177287 Sat, 31 May 2008 12:55:16 -0400 http://seekingalpha.com/article/75660-china-north-east-petroleum-strong-growth-clear-visibility?source=feed#comment-162539 162539 Tue, 06 May 2008 09:33:08 -0400 http://seekingalpha.com/article/75039-china-yida-ultimately-on-the-rise?source=feed#comment-160970 160970 Fri, 02 May 2008 19:47:39 -0400 http://seekingalpha.com/article/74450-china-outlook-policy-adjustment-risks-may-be-growing?source=feed#comment-158385 158385 Tue, 29 Apr 2008 00:22:47 -0400 http://seekingalpha.com/article/72994-china-more-evidence-of-increasing-risks?source=feed#comment-153819 153819
GIVE ME A BREAK WITH THE CHINA BUBBLE CRAP !!!!!!

I want you the author to take a serious look at each and every one of the companies i mentioed above and then tell me about the (nonexistent) CHINA SMALLCAP BUBBLE.

]]> Sun, 20 Apr 2008 22:13:01 -0400
GIVE ME A BREAK WITH THE CHINA BUBBLE CRAP !!!!!!

I want you the author to take a serious look at each and every one of the companies i mentioed above and then tell me about the (nonexistent) CHINA SMALLCAP BUBBLE.

]]> http://seekingalpha.com/article/40629-interactive-q-a-jing-lu-investor-relations-director-of-china-housing-and-land-development-inc-chln-ob?source=feed#comment-91031 91031
Thank you very much for your time - this is an excellent forum.

While I am quite optimistic about the company's prospects after reading your press releases and SEC filings, I wonder how it is even remotely possible that you could hit the make-good projections.

By my calculations, for example for 2007, you would need to generate approximatley $85 million in revenue at your 32% gross margins to produce the $24 million of pretax earnings or $16 million after tax to hit the make good requirement. This is roughy a quintupling of last years results.

Can you discuss what plans the company has with respect to hitting these targets? Or should shareholders assume the shares will be issued ?

Good luck and thanks for your time.

RUF]]> Thu, 12 Jul 2007 11:18:56 -0400
Thank you very much for your time - this is an excellent forum.

While I am quite optimistic about the company's prospects after reading your press releases and SEC filings, I wonder how it is even remotely possible that you could hit the make-good projections.

By my calculations, for example for 2007, you would need to generate approximatley $85 million in revenue at your 32% gross margins to produce the $24 million of pretax earnings or $16 million after tax to hit the make good requirement. This is roughy a quintupling of last years results.

Can you discuss what plans the company has with respect to hitting these targets? Or should shareholders assume the shares will be issued ?

Good luck and thanks for your time.

RUF]]> http://seekingalpha.com/article/40463-interactive-q-a-brian-lin-ceo-of-china-fire-and-security-group-inc-cfsg-ob?source=feed#comment-90811 90811
This is an excellent forum and I appreciate the chance for such dialog. I wish more companies would do this...

1) Can you share with us what the company's 2-3 year goals are for revenue and earnings growth - maybe a range such as 30% revenues, 25% earnings etc ? As an investor, it is incredibly useful to understand the companies aspirations for growth.
2) Have you determined what size of contract that would warrant a press release by the company ?
3) Most of your business has come from the steel industry. Going forward, on average over the next several years, what pecent of business would you expect to come from steel, and what other business areas are you targeting for growth ?

Thanks

RUF]]> Tue, 10 Jul 2007 13:02:54 -0400
This is an excellent forum and I appreciate the chance for such dialog. I wish more companies would do this...

1) Can you share with us what the company's 2-3 year goals are for revenue and earnings growth - maybe a range such as 30% revenues, 25% earnings etc ? As an investor, it is incredibly useful to understand the companies aspirations for growth.
2) Have you determined what size of contract that would warrant a press release by the company ?
3) Most of your business has come from the steel industry. Going forward, on average over the next several years, what pecent of business would you expect to come from steel, and what other business areas are you targeting for growth ?

Thanks

RUF]]>