Thursday, February 2, 2012
Remember Renren?
Renren (RENN) was touted to be the next big thing starting a bit less than a year ago. This social networking company based in China blew up as soon as it went public and has slowly dwindled down to a poor performing investment, depending on your buy price. As FaceBook has announced its IPO and is looking to become a publicly traded company, I hope you all see the risk involved in investing in a company that is based on a social network. After all, this isn't Google, Microsoft, or Apple that will continually roll out products that are "MUST HAVES." At best this will perform well out of the gate, but as for its longevity, well, get in and get out. Food for thought.
Friday, August 12, 2011
Review after the last Couple Heated Weeks
The last few weeks have made this market make anyone want to pull their hair out. The swings are bigger than the PGA. As I have been on a hiatus from writing, I figured this would be an excellent time to weigh back in on the stocks I have been following.
Let's start with Asia Carbon Industries, ACRB. While their price has dropped ever so slightly, this is still such an unheard of diamond in the rough! They should be reporting Q2 earnings in the next couple of days and I am guessing that they will be incredible! From what I understand, their revenues are only rising! As the American Markets are choppy (understatement) perhaps Goldman Sachs was right and the second half of the year will be invest in China. With an expedited rise in the yuan and the dollar quickly losing, Chinese stocks should no longer be avoided. Keep an eye out for the earnings report from ACRB and see what happen!
Be in touch!
Let's start with Asia Carbon Industries, ACRB. While their price has dropped ever so slightly, this is still such an unheard of diamond in the rough! They should be reporting Q2 earnings in the next couple of days and I am guessing that they will be incredible! From what I understand, their revenues are only rising! As the American Markets are choppy (understatement) perhaps Goldman Sachs was right and the second half of the year will be invest in China. With an expedited rise in the yuan and the dollar quickly losing, Chinese stocks should no longer be avoided. Keep an eye out for the earnings report from ACRB and see what happen!
Be in touch!
Monday, July 11, 2011
Goldman Sach's Bullish on China
Jim O'Neill, the Chairman of Goldman Sach's Asset Management came out today on Fast Money and discussed his view of China's inflation.
A couple of Chinese stocks that will continue to rise as the Q2 financials are: BioStar Pharmaceuticals and Asia Carbon Industries.
Asia Carbon Industries, ACRB, has continued to have a low value due to low volume. This company is booming! Look at ADA-ES (ADES) a comparable American coal company that has gone up over 50% over the last 30 days. Now, I understand that this gain is due to data:
"8:34AM ADA-ES Provides Update on Refined Coal Activities; JV expects to install and commence operating the remaining 11 planned RC facilities in the fall (ADES) 15.23 : Co announces it successfully completed first year of operation of two refined coal facilities. The First of 16 planned new facilities successfully placed-in-service and passed emissions qualifications. The next four facilities are scheduled to be installed in July and August at plants burning an aggregate of approximately 10 mln tons of coal per year. Co's JV expects to install and commence operating the remaining 11 planned RC facilities in the fall, and is establishing schedules with customers in support of that goal."
ACRB is continuing to increase its production as well, but has little following and isn't getting much exposure. Once it does, it will gain substantially!
A couple of Chinese stocks that will continue to rise as the Q2 financials are: BioStar Pharmaceuticals and Asia Carbon Industries.
Asia Carbon Industries, ACRB, has continued to have a low value due to low volume. This company is booming! Look at ADA-ES (ADES) a comparable American coal company that has gone up over 50% over the last 30 days. Now, I understand that this gain is due to data:
"8:34AM ADA-ES Provides Update on Refined Coal Activities; JV expects to install and commence operating the remaining 11 planned RC facilities in the fall (ADES) 15.23 : Co announces it successfully completed first year of operation of two refined coal facilities. The First of 16 planned new facilities successfully placed-in-service and passed emissions qualifications. The next four facilities are scheduled to be installed in July and August at plants burning an aggregate of approximately 10 mln tons of coal per year. Co's JV expects to install and commence operating the remaining 11 planned RC facilities in the fall, and is establishing schedules with customers in support of that goal."
ACRB is continuing to increase its production as well, but has little following and isn't getting much exposure. Once it does, it will gain substantially!
Friday, July 8, 2011
Watch for Friday
Two Chinese based NASDAQ stocks were among the top gainers yesterday, China Auto Logistics Inc. and ChinaNet Online Holdings, Inc. They are both continuing to rise in trading here this morning and will continue to go up as they both have solid numbers supporting them.
China Auto Logistics Inc. catches my eye since it directly uses another company's products, Asia Carbon Industries (ACRB), that is still severley undervalued. China Auto Logistics Inc. is a luxury automobile company whose sales have been rapidly growing since 2009. According to their website 25%+ a year since then.
A curious happening with their stock as well as CNET, both were trading at double where they are now not more than 90 days ago! With the amount of scared investing that happened throughout Q2, people are starting to get back into the grossly undervalued stocks, like these! As more of the real firms with well kept books continue to report earnings and file with the SEC for Q2, watch as they should gain more investment.
Look into ACRB, BSPM, CALI, and CNET to grow as they continue to attract attention with their growth!
China Auto Logistics Inc. catches my eye since it directly uses another company's products, Asia Carbon Industries (ACRB), that is still severley undervalued. China Auto Logistics Inc. is a luxury automobile company whose sales have been rapidly growing since 2009. According to their website 25%+ a year since then.
A curious happening with their stock as well as CNET, both were trading at double where they are now not more than 90 days ago! With the amount of scared investing that happened throughout Q2, people are starting to get back into the grossly undervalued stocks, like these! As more of the real firms with well kept books continue to report earnings and file with the SEC for Q2, watch as they should gain more investment.
Look into ACRB, BSPM, CALI, and CNET to grow as they continue to attract attention with their growth!
Tuesday, June 28, 2011
Rio Tinto: Steeling the Future
Rio Tinto, who I have talked about before is continuing to expand and grow. As we head to the end Q2, it seems as if their expansion into other continents as (Australia and Europe) should show an increase in profits on the year thus driving their stock price higher. It looks like it will break 72 a share as it is already shooting to 70. Depeending on how well they are above expected in earnings, we could see a new 52 wk high here in the next few weeks!
Keep in touch!
Keep in touch!
Friday, June 24, 2011
Helpful Hedge
In light of Fed Chairman Ben Bernanke's comments earlier this week, I have been thinking a bit about what it means for the U.S. and its markets. Wednesday's report given by "Big Ben" was nothing short of ominous and lethargic in my opinion.
As now the outlook has slowed to a growth rate of 2.5% per year and we are still seemingly light years away from unemployment being back down around 5%, investors need to start thinking about how to hedge their investments so as not to get bogged down and can still gain in a stagnant market. Emerging Markets offer a greater growth potential as these countries are still growing at an expected 10% a year.
The Fed resisted dumping another $600 billion into the market mimicking what they did last August. it shows that the U.S. has entered a time when the market needs to get back to standing as opposed to being propped up. While, this is the best thing we could hope for, (as no one wants a market propped up by anything other than the free hand) it is going to be painful and slow going for the next few years as the market regains its walking strength before it can run.
Investing in emerging markets will produce a hedge against the short term U.S. economic state. Look to China, Brazil, and India to lead this charge into the next few years. Many analysts have been coming out with rave reviews of Emerging Markets and the growth that they offer. It would be wise to follow suit as we go into the Q2 earnings reports. Keep an eye on VALE S.A., Asia Carbon Industries, and BioStar Pharmaceuticals. All three should have better than expected Q2 earnings and thus help drive the stock price up.
Buy these stocks now and see what happens when they report!
As now the outlook has slowed to a growth rate of 2.5% per year and we are still seemingly light years away from unemployment being back down around 5%, investors need to start thinking about how to hedge their investments so as not to get bogged down and can still gain in a stagnant market. Emerging Markets offer a greater growth potential as these countries are still growing at an expected 10% a year.
The Fed resisted dumping another $600 billion into the market mimicking what they did last August. it shows that the U.S. has entered a time when the market needs to get back to standing as opposed to being propped up. While, this is the best thing we could hope for, (as no one wants a market propped up by anything other than the free hand) it is going to be painful and slow going for the next few years as the market regains its walking strength before it can run.
Investing in emerging markets will produce a hedge against the short term U.S. economic state. Look to China, Brazil, and India to lead this charge into the next few years. Many analysts have been coming out with rave reviews of Emerging Markets and the growth that they offer. It would be wise to follow suit as we go into the Q2 earnings reports. Keep an eye on VALE S.A., Asia Carbon Industries, and BioStar Pharmaceuticals. All three should have better than expected Q2 earnings and thus help drive the stock price up.
Buy these stocks now and see what happens when they report!
Thursday, June 23, 2011
Questions Raised
I was listening to Business for Breakfast on 1060 am the other morning locally here in Denver and Tom and Woody were discussing a stock RYUN Respect Your Universe. This stock has been growing pretty steadily yet I can't find much of anything as to what they should actually be valued?
RYUN posted no income in 2010 and took a lose in 2009? They have a negative EPS based on ttm and for some reason have a rising stock price?
Is everyone banking on a Dana White type explosion with this MMA clothing brand? While the MMA sport is growing rapidly and has taken the world into its grips as the action packed bloodsport that it is, most clothing companies that go public, outside of Ralph Lauren trade at most around $5 a share. A similar clothing line that is public to look at would be Quiksilver (ZQK) since Tapout and Affliction (the two major clothing lines for MMA are privately held). I chose Quiksilver since it is along the same vein as far as active sports. Quiksilver has been around and is a leader in the surfing and skating industry for clothing.
Outside of "well, this company should perform based on the rapid growth of the sport it is a part of" does anyone have a solid argument for why this is a good investment? Let me know!
RYUN posted no income in 2010 and took a lose in 2009? They have a negative EPS based on ttm and for some reason have a rising stock price?
Is everyone banking on a Dana White type explosion with this MMA clothing brand? While the MMA sport is growing rapidly and has taken the world into its grips as the action packed bloodsport that it is, most clothing companies that go public, outside of Ralph Lauren trade at most around $5 a share. A similar clothing line that is public to look at would be Quiksilver (ZQK) since Tapout and Affliction (the two major clothing lines for MMA are privately held). I chose Quiksilver since it is along the same vein as far as active sports. Quiksilver has been around and is a leader in the surfing and skating industry for clothing.
Outside of "well, this company should perform based on the rapid growth of the sport it is a part of" does anyone have a solid argument for why this is a good investment? Let me know!
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