Wednesday, April 25, 2012

Market Has Overreacted To The Resignation Of Dangdang's CFO

After I published my first article on e-commerce featuring China Dangdang Inc. (DANG) on January 17, 2012, the company’s stock soared for three months—appreciating almost 90% from about $6.00 on January 17, 2012 to $11.25 on April 10, 2012. Then, all of a sudden the announcement of the CFO’s resignation hit the wires on April 16, 2012, and the stock fell over a cliff and lost 20% of its value in a week. Discussion boards right now are full of fear, panic, and rumors.

Read my full article on SeekingAlpha.


Disclaimer
I am a completely independent analyst and am not paid by any company of which the stock I cover or write articles about. However, I may have long or short position on a stock I cover or write about at any time.

My ratings and/or analyses of a stock only represent my personal view on the stock and/or my assessment on the probable movement of the stock price in the next 12 months. They are by no means a guarantee of performance on any long or short trades on a stock and should not be relied upon solely for buying or selling a stock. Every investment, no matter how compellingly appealing it seems, involves risk. Investors should do their own due diligence and consider personal risk tolerance, preferences and needs when making an investment or a trading decision. All materials are subject to change without notice. Information is obtained from sources believed to be reliable, but its accuracy and completeness are not guaranteed.

Wednesday, April 11, 2012

Time Again For Value Investing Through Berkshire Hathaway

As a value-driven and at times contrarian oriented analyst and investor, I have the upmost respect to Warren Buffett and Berkshire Hathaway (BRK.A, BRK.B). The company has offered investors one of the highest and consistent returns for countless years. After a temporary drop in ROE and ROA last year, I sense that the company’s net profit is growing again this year. Thus, it may be a good time for a value investor like me to take a hard look on the stock again. Some catalysts that I think will contribute to the growth of the company’s revenue, net profit and stock price over the next several quarters are as follows:


Read my full article on SeekingAlpha.


Disclaimer
I am a completely independent analyst and am not paid by any company I cover or write articles about. However, I may have long or short position in a stock I cover or write about at any time.
My ratings and/or analyses of a stock represent only my personal view of the stock and/or my assessment on the probable movement of the stock price in the next 12 months. My ratings are by no means a guarantee of performance on any long or short trades on a stock and should not be relied upon solely when buying or selling a stock. Every investment, no matter how compellingly appealing it seems, involves risk. Investors should do their own due diligence and consider personal risk tolerance, preferences, and needs when making an investment or a trading decision. All materials are subject to change without notice. Information is obtained from sources believed to be reliable, but its accuracy and completeness are not guaranteed.

Thursday, April 5, 2012

E-Trade Financial: Trade Or No Trade?

Last October, I wrote an Instablog article about E-Trade (ETFC). Six months have passed, and the stock has advanced more than 15% since then. I feel that now is time to review the trends of company’s several key performance indicators over the past 6 months and predict how they may shape up for the remaining of the year.

Read my full article on SeekingAlpha.


Disclaimer:

I am a completely independent analyst and am not paid by any company I cover or write articles about. However, I may have long or short position in a stock I cover or write about at any time.
My ratings and/or analyses of a stock represent only my personal view of the stock and/or my assessment on the probable movement of the stock price in the next 12 months. My ratings are by no means a guarantee of performance on any long or short trades on a stock and should not be relied upon solely when buying or selling a stock. Every investment, no matter how compellingly appealing it seems, involves risk. Investors should do their own due diligence and consider personal risk tolerance, preferences, and needs when making an investment or a trading decision. All materials are subject to change without notice. Information is obtained from sources believed to be reliable, but its accuracy and completeness are not guaranteed.