David Riedel
David Riedel is the founder and President of Riedel Research Group, which provides independent equity research focusing on emerging markets Asia, Latin America, and Europe. Prior to founding this firm, David worked as an analyst at Salomon Smith Barney in New York and Bangkok. While overseas, he supervised a twelve-person research team covering telecommunications companies and other industries in Southeast Asia. While in New York, he covered business services stocks, including staffing and outsourcing, as well as small-cap growth companies in the automobile and motorsports industries.
David is also the author of Finding the Hot Spots: 10 Strategies for Global Investing (Wiley, August 2006).
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David Riedel's Latest Articles
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Will the Beijing Olympics Trip Up the Global Economy?
on Aug 27, 2007
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Linktone Losses Overshadowed By Attractive Cash Position
on Jul 20, 2007 about LTON
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The Long Case for Focus Media
on May 03, 2007 about FMCN
- Opportunities In China Following Today's Selloff
- We're Buyers of Emerging Markets Stocks on Thai Related Weakness
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China Netcom: Low P/E, 3G Will Boost Revenue
on Dec 13, 2006 about CN
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KongZhong Corporation's 37.3% Price Rise: It's Time to Hold
on Dec 06, 2006 about KONG
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New Dragon Asia Showing Significant Progress
on Nov 28, 2006 about NWD
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CDC Corp. May Be Worth Double Current Price
on Nov 09, 2006 about CHINA
- Sina Corp.: Acquisition Rumors Have Led to Inflated Prices -- SELL
- Hard Times for Linktone
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CDC Benefits from Acquisition and Organic Growth
on Sep 26, 2006 about CHINA
- Even Without a PCCW Acquisition, China Netcom Should Continue to Have a Strong Upside (CN)
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UTSI: Shrinking Revenue and Pending Damages on Bribery Charges -- Can You Say 'Short'?
on Jul 14, 2006 about UTSI
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Recent Moves by China Mobile Show Promise (CHL)
on Jun 30, 2006 about CHL
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New Dragon Asia: Tasty Food and an Even More Appetizing Long-Term Investment (NWD)
on Jun 29, 2006 about NWD
- David Reidel: Recent Changes Will Not Negatively Impact China Netcom Group (CN)
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Analysts Bullish on China Netcom (CN)
on Jun 11, 2006 about CN
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Riedel Research: ACH's Valuation Already Reflects the Company's Strong Past Performance and Future Prospects (ACH)
on Jun 05, 2006 about ACH
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Riedel Research: Mixed Feeling About China Unicom (CHU)
on Jun 05, 2006 about CHU
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Riedel Research: Good Time to Buy CDC (CHINA)
on Jun 05, 2006 about CHINA
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Analyst Says "Hold" China Telecom (CHA)
on Apr 26, 2006 about CHA
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Oversupply in Macau? (LVS)
on Apr 25, 2006 about LVS
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Analyst Maintains "Hold" Rating on China Unicom (CHU)
on Apr 17, 2006 about CHU
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Analyst Says Shanda Interactive "Fairly Valued" (SNDA)
on Apr 16, 2006 about SNDA
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Analyst Sees Upside to China Netcom on New Business Growth (CN)
on Apr 06, 2006 about CN
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Analyst Likes Tom Online, But Not Deal with Sina.com (TOMO, SINA)
on Apr 05, 2006 about TOMO
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Analyst Bullish on China Mobile (CHL)
on Apr 04, 2006 about CHL
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Analyst Sees Upside to Radica Games (RADA)
on Feb 15, 2006 about RADA
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How to Play Electricity Demand in China? (YZC)
on Jan 15, 2006 about YZC
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- Wall Street Breakfast -Sample
Wall Street Breakfast: Must-Know Newsby SA Editor Rachael Granby- Bank trio becomes duo. Wells Fargo (WFC) will become the largest U.S. bank by branches with its bid for Wachovia (WB), after Citigroup (C) withdrew from compromise negotiations late yesterday on concerns about the quality of some of Wachovia's assets. Wells Fargo, with a bid valued at $11.4B, expects the purchase to be completed by the end of the year, and denies it will have to absorb assets shakier than originally thought.
- Government considers next steps. As the financial crisis continues to worsen, the U.S. government is considering two dramatic steps to turn around, or at least slow, the damage: guaranteeing billions of dollars in bank debt and temporarily insuring all U.S. bank deposits. The moves, which would mark the government's most extensive intervention to date, are in discussion stages only.
- Credit stays frozen. As frozen credit markets refuse to thaw, the cost of default protection on corporate bonds reaches new global records amid investor concerns the credit crisis will trigger corporate failures as companies struggle to finance their businesses. Interbank lending remains limited, and borrowing from the Fed's expanded discount window continued its trend of setting new highs every week, as the total daily average rose to $420.2B vs. $367.8B last week.
- Oil demand withers. The International Energy Agency warned Friday worldwide oil demand...
- The Macro View -SampleSeeking Alpha - The Macro ViewMarket Outlook
- An Outcry from Emerging and Developed Markets Alike by Jonathan O'Shaughnessy
- Long Term, Financials Look Good by Michael Filloon
- Round 3 of the Recession: Main Street by Paul Fekula
Oil Price- Oil Below $75: Increased Chance of OPEC Production Cuts by Money Morning
- Oil Down 48% from Highs by Bespoke Investment Group
- Oil & Gas Headed Lower as Economy Strikes Consumers by Michael Filloon
Economy- Long Term, Financials Look Good by Michael Filloon
- Round 3 of the Recession: Main Street by Paul Fekula
- Reality Bites As Stocks Continue To Collapse by The Mole
- Investing Ideas -SampleSeeking Alpha - Investing IdeasCramer's Picks
- Farewell Financial Bear Raids - Cramer's Mad Money (10/14/08) by SA Editor Joan Wickham
- Better Picks - Cramer's Lightning Round (10/14/08) by SA Editor Joan Wickham
- Perhaps Industrials... Cramer's Stop Trading! (10/14/08) by SA Editor Joan Wickham
Long Ideas- Utilities Beginning to Generate Interest for Longs by Joe Kunkle
- The Long Case for Encore Capital by Value Investor Insight
- 2009: The Year of the Channel for SaaS Vendors? by Jeff Kaplan
- Two Global Infrastructure Investment Opportunities in ETFs by Investment U
- Market Behaves Sanely - Fast Money Recap (10/14/08) by SA Editor Joan Wickham
Short Ideas- Why Short Sellers Are the Heroes of Wall Street by Investment U
- Salesforce.com: Pricey and Coming Down Fast by Charlie Bottle
- Google: 3Q Results Reveal Chinks in the Armor by Mark Krieger
- Jim Cramer's Picks -SampleBetter Choices - Cramer's Lightning Round (10/15/08)by SA Editor Rachael GranbyStocks discussed in the lightning round session of Jim Cramers Mad Money TV program,
Wednesday, October 15.Bullish Calls:Continental Resources (CLR) -- "This is a remarkable decline. All of the high quality ones are down so much, I can't go against it. This is where you pull the trigger.
3M (MMM) -- The moment this stock starts yielding 5%, I'm a buyer. Until then, keep your powder dry.Bearish Calls:Computer Sciences (CSC) -- This is a company that was going to be bought, but they passed up the chance. Now I don't want to buy it."Email continues...
Annaly Mortgage (NLY) -- I think this is a business model that needs to borrow money. Definitively do not buy."
Northrop Grumman (NOC) -- You can't own the defense stocks right now. If I had to own one, I'd look at Lockheed Martin (LMT) with its good dividend. - Stocks & Sectors -SampleSeeking Alpha - Stocks & SectorsInternet
- eBay: Q3 Looks Good but Q4 Guidance Disappoints by Greg Feirman
- Is Google Feeling Lucky? by Sam Gustin
- Why Today Could Suck for Tech by Kevin Maney
Media- A Triple Financial Whammy Afflicts Newspapers by Ken Doctor
- Three Years On, Buying MySpace Looks Like One of Murdoch's Smartest Bets by Erick Schonfeld
- How Will Arbitron Fare in This Market? by Sreeni Meka
Telecom- Ten Ways to Invest in Louisiana by Stockerblog
- Earnings Preview: Electro-Optical Engineering by theflyonthewall.com
- Shared Docks Via WiFi All the Rage by Dean Bubley
Financial- Switzerland Strengthens Its Banks; Short Interest Remains Low by Jessica Johnson
- Reality Bites As Stocks Continue To Collapse by The Mole
- LIBOR Shows Worst Is Yet to Come for Credit Markets by Keith Fitz-Gerald
- Global Markets -SampleSeeking Alpha - Global MarketsChina
- An Outcry from Emerging and Developed Markets Alike by Jonathan O'Shaughnessy
- USANA Health Sciences Inc. Q3 2008 Earnings Call Transcript
- Perfect World Announces Share Repurchase Program by Trader Mark
- China: Hot Money Inflows Down, Nervousness Up by Michael Pettis
India- Indian Economy Has Much to Cheer About by Equitymaster
- India: RBI Cuts Cash Reserve Ratio by Equitymaster
- India: Markets Continue Downward by Equitymaster
Japan- Sanyo Enters Thin-Film Market, Goes Up Against Sharp by Greentech Media
Asia- Four International Dividend Stocks to Watch by David Hunkar
Eastern Europe- Reality Bites As Stocks Continue To Collapse by The Mole
- Alternative Energy Investing -SampleSeeking Alpha - Alternative EnergyAlternative Energy
- Seven Stocks for an Impending Apocalypse by H.J. Huneycutt
- Solar Shares Under Pressure From Credit Crunch and Pricing by Eric Savitz
- Trina Solar Looks Good, Though Market Yawns by Trader Mark
- The Electric Car Market: Wise Energy Use Stocks by Tom Konrad
- Investing in the Power of the Sea
- ETF Daily -SampleSeeking Alpha - ETF DailySector ETFs
- Too Early To Buy Homebuilders ETF by Larry MacDonald
- Utilities Beginning to Generate Interest for Longs by Joe Kunkle
- Two Global Infrastructure Investment Opportunities in ETFs by Investment U
New ETFs- First Trust Launches Infrastructure ETF with Global Reach by Index Universe
- Overview and Analysis of the Global Generic Drug Industry by Mike Havrilla
Emerging Market ETFs- Brazil Is the Best of BRIC by Carl T. Delfeld
- Playing the Market in Difficult Times by Jason Hamlin
- The Daily Dispatch -SampleSeeking Alpha - Daily DispatchWall Street Breakfast
- Wall Street Breakfast: Must-Know News by SA Editor Rachael Granby
US Market- An Outcry from Emerging and Developed Markets Alike by Jonathan O'Shaughnessy
- Wall Street Breakfast: Must-Know News by SA Editor Rachael Granby
Housing & Real Estate- Too Early To Buy Homebuilders ETF by Larry MacDonald
- Another 'Root Cause' That Isn't: Tumbling Home Prices by Tim Iacono
Transcripts- TrueBlue, Inc. Q3 2008 Earnings Call Transcript
- Polycom, Inc. Q3 2008 Earnings Call Transcript
ETF- Too Early To Buy Homebuilders ETF by Larry MacDonald
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