Anh Hoang's Comments RSS Syndication from SeekingAlpha.com http://seekingalpha.com/user/943113/comments http://seekingalpha.com/article/891361/comments?source=feed#comment-11210681 11210681 In investments, it's hard to project timing, sometimes it takes years (5 years or more)... but as Charlie Munger is bullish, there is no reason for us not to follow him.]]> Sun, 04 Nov 2012 01:59:26 -0500 In investments, it's hard to project timing, sometimes it takes years (5 years or more)... but as Charlie Munger is bullish, there is no reason for us not to follow him.]]> http://seekingalpha.com/article/891361/comments?source=feed#comment-10363381 10363381 Wed, 10 Oct 2012 07:11:17 -0400 http://seekingalpha.com/article/907551/comments?source=feed#comment-10363291 10363291 Wed, 10 Oct 2012 07:06:46 -0400 http://seekingalpha.com/article/906201/comments?source=feed#comment-10363261 10363261 Wed, 10 Oct 2012 07:04:53 -0400 http://seekingalpha.com/article/906201/comments?source=feed#comment-10363251 10363251 That's true. Agree that 2012 and 2013 will be disappointing, I think investors need to hold HPQ for several years ìf they believe in the turnaround plan's success. The most dangerous to buy a stock is to buy it expensively when it's at the top of its performance. ]]> Wed, 10 Oct 2012 07:04:38 -0400 That's true. Agree that 2012 and 2013 will be disappointing, I think investors need to hold HPQ for several years ìf they believe in the turnaround plan's success. The most dangerous to buy a stock is to buy it expensively when it's at the top of its performance. ]]> http://seekingalpha.com/article/891361/comments?source=feed#comment-10197541 10197541 Fri, 05 Oct 2012 09:01:35 -0400 http://seekingalpha.com/article/891361/comments?source=feed#comment-10197471 10197471 Fri, 05 Oct 2012 09:00:45 -0400 http://seekingalpha.com/article/906201/comments?source=feed#comment-10196071 10196071
HPQ can be an interesting play for investors, opportunistic type. I didn't purchase HPQ just because I am long other mispriced smaller cap opportunities. ]]> Fri, 05 Oct 2012 08:32:56 -0400
HPQ can be an interesting play for investors, opportunistic type. I didn't purchase HPQ just because I am long other mispriced smaller cap opportunities. ]]> http://seekingalpha.com/article/891361/comments?source=feed#comment-10099871 10099871 Tue, 02 Oct 2012 21:25:27 -0400 http://seekingalpha.com/article/891361/comments?source=feed#comment-10099851 10099851 Tue, 02 Oct 2012 21:25:11 -0400 http://seekingalpha.com/article/891361/comments?source=feed#comment-10099831 10099831 Tue, 02 Oct 2012 21:23:36 -0400 http://seekingalpha.com/article/891761/comments?source=feed#comment-10099811 10099811 Tue, 02 Oct 2012 21:22:44 -0400 http://seekingalpha.com/article/897261/comments?source=feed#comment-10079531 10079531 Tue, 02 Oct 2012 12:50:22 -0400 http://seekingalpha.com/article/897261/comments?source=feed#comment-10079511 10079511 Tue, 02 Oct 2012 12:49:21 -0400 http://seekingalpha.com/article/889741/comments?source=feed#comment-10008311 10008311 Sat, 29 Sep 2012 20:50:39 -0400 http://seekingalpha.com/article/891361/comments?source=feed#comment-9970911 9970911 Fri, 28 Sep 2012 12:27:19 -0400 http://seekingalpha.com/article/891761/comments?source=feed#comment-9970431 9970431 Fri, 28 Sep 2012 12:20:30 -0400 http://seekingalpha.com/article/887161/comments?source=feed#comment-9955251 9955251 Fri, 28 Sep 2012 02:44:49 -0400 http://seekingalpha.com/article/891761/comments?source=feed#comment-9925521 9925521 Thu, 27 Sep 2012 11:37:33 -0400 http://seekingalpha.com/article/891761/comments?source=feed#comment-9925431 9925431 Thu, 27 Sep 2012 11:36:06 -0400 http://seekingalpha.com/article/891361/comments?source=feed#comment-9921181 9921181
1. Automobile business: being Affected by macroeconomic slowdown and overall declined market share of domestic brands, increase the competition in domestic market. BYD actually are shifting the product mix to medium and high-end markets. The company reported that by enhancing the quality of the products, the near-term cost is increasing. In addition, BYD is receiving support from the Chinese government. It will have the advantage in the market of domestic urban public transport.It mentioned in the report: "The increase in the Group’s commitment to the quality of its products may lead to increase in cost in the near-term but, in the long run, is conducive to the enhancement of the Group’s automobile products’ competitiveness and the reputation of its automobile’s brand, thus ensuring the continuing growth of the Group’s automobile business in the long term."

2. Handset component and assembly business: First half of 2012 reflected the decline in sales of a major customer. The major customer has transformed the business from manufacturing handset to smart phones. However, the firm has acquired other emerging intelligent terminal customers.

3. Rechargeable battery: The lithium-ion battery models has actually recognized sales growth during the period, but only nickel batteries segment has the decline in sales. The solar photovoltaic market suffered from the supply-demand imbalance. BYD expected that with the rebounded demand and gradual clear of inventories, the price of solar photovolatic will be stablized.

The most important thing that Buffett and Munger stressed is the quality of the management. And it might last for months, or several years. As it involves with the overall economic and industry outlook, it's hard to predict when, but if the management is great, then the management can push forward the company. Look at Apple since Steve Jobs came back, and IBM on the verge of bankruptcy, then Lou Gertsner came to IBM in 1993 to turn things around.

Wang ChuanFu is holding a significant stake in BYD. He holds more than 36.5% of A shares and 24.24% of total share issued capital.

]]> Thu, 27 Sep 2012 10:21:00 -0400
1. Automobile business: being Affected by macroeconomic slowdown and overall declined market share of domestic brands, increase the competition in domestic market. BYD actually are shifting the product mix to medium and high-end markets. The company reported that by enhancing the quality of the products, the near-term cost is increasing. In addition, BYD is receiving support from the Chinese government. It will have the advantage in the market of domestic urban public transport.It mentioned in the report: "The increase in the Group’s commitment to the quality of its products may lead to increase in cost in the near-term but, in the long run, is conducive to the enhancement of the Group’s automobile products’ competitiveness and the reputation of its automobile’s brand, thus ensuring the continuing growth of the Group’s automobile business in the long term."

2. Handset component and assembly business: First half of 2012 reflected the decline in sales of a major customer. The major customer has transformed the business from manufacturing handset to smart phones. However, the firm has acquired other emerging intelligent terminal customers.

3. Rechargeable battery: The lithium-ion battery models has actually recognized sales growth during the period, but only nickel batteries segment has the decline in sales. The solar photovoltaic market suffered from the supply-demand imbalance. BYD expected that with the rebounded demand and gradual clear of inventories, the price of solar photovolatic will be stablized.

The most important thing that Buffett and Munger stressed is the quality of the management. And it might last for months, or several years. As it involves with the overall economic and industry outlook, it's hard to predict when, but if the management is great, then the management can push forward the company. Look at Apple since Steve Jobs came back, and IBM on the verge of bankruptcy, then Lou Gertsner came to IBM in 1993 to turn things around.

Wang ChuanFu is holding a significant stake in BYD. He holds more than 36.5% of A shares and 24.24% of total share issued capital.

]]> http://seekingalpha.com/article/889741/comments?source=feed#comment-9919791 9919791 Thu, 27 Sep 2012 09:51:23 -0400 http://seekingalpha.com/currents/post/556291?source=feed#comment-9908981 9908981 http://seekingalpha.co...]]> Wed, 26 Sep 2012 22:45:26 -0400 http://seekingalpha.co...]]> http://seekingalpha.com/article/889741/comments?source=feed#comment-9906351 9906351 Wed, 26 Sep 2012 21:10:13 -0400 http://seekingalpha.com/article/884021/comments?source=feed#comment-9821221 9821221 Mon, 24 Sep 2012 22:05:39 -0400 http://seekingalpha.com/article/884021/comments?source=feed#comment-9821061 9821061 Mon, 24 Sep 2012 21:57:41 -0400 http://seekingalpha.com/article/878311/comments?source=feed#comment-9785431 9785431 Mon, 24 Sep 2012 08:14:13 -0400 http://seekingalpha.com/article/875671/comments?source=feed#comment-9784101 9784101 Mon, 24 Sep 2012 06:51:06 -0400 http://seekingalpha.com/article/875671/comments?source=feed#comment-9759391 9759391 Sun, 23 Sep 2012 09:13:23 -0400 http://seekingalpha.com/article/880631/comments?source=feed#comment-9730341 9730341 Appreciate your inputs a lot. Knowing the management well for position concentration is extremely critical. Please update me more on this.

According to 14DEF filing as of Oct 2011, Blackrock is holding 5% of the company. And its Chairman and CEO, John Chambers, effectively holds more than 12 million shares of the company (total current value of more than $220 millions). He joined the company in 1991 and became its CEO in 1995. ]]> Fri, 21 Sep 2012 21:13:37 -0400 Appreciate your inputs a lot. Knowing the management well for position concentration is extremely critical. Please update me more on this.

According to 14DEF filing as of Oct 2011, Blackrock is holding 5% of the company. And its Chairman and CEO, John Chambers, effectively holds more than 12 million shares of the company (total current value of more than $220 millions). He joined the company in 1991 and became its CEO in 1995. ]]>