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Latest Comments9 Comments
Some Market Perspective is in Order
Some Market Perspective is in Order
Am I Looney? Canadian Dollar and Maple Leaves
en.wikipedia.org/wiki/...
What makes it even more amazing is that such a large country is beating a relatively smaller country. This is not normal.
Generalize all you want about Americans, but we must be doing something right, or our GDP growth wouldn't be better than Canada's.
And just because a country's currency is stronger that another's doesn't make the country's economy stronger.
In fact, as we are seeing now, it is quite the opposite. If you need some proof look at Boeing sales versus Airbus sales.
Is the US Printing Money Like Mad?
UK Bank Run: It Could Happen Here
"Check this link out to really get your fear level up:"
What kind of statement is that?
To use your analogy, there is plenty of 'oil' to go around in the US Marketplace. There is no reason to believe otherwise.
Just because a few poorly-managed financial funds squander 100 billion in bad loans, this doesn't even begin to put a dent in the national wealth, which is something like 50 trillion.
Bad banks and mortgage companies might go out of business, but the ones that don't will have learned from the mistakes that were just made.
A Side-Note:
US Recession? Maybe. But that is to be expected when Americans have gorged on imports for the past 5 years, while foriegners got rich off of us.
With the quickly devaluing dollar, not only to foreign loaners (to the US) lose money, but our exports become all the more attractive, and our imports less.
If you want a real-world example of this, take a look at the number of European companies preferring Boeing over their own Airbus. It's cost-savings pure and simple. A weak dollar allows this.
Why Shorting VMware is a Mistake
If you want a basis of valuation, take a look at its paltry earnings of 128 million in 2006, and realize that this is only a 25% increase from 2005.
At a current P/E of 216, it would take 5 years of 25% Earnings growth just to pull this stock's P/E out of the stratosphere.
Are you willing to sit around for 5 years while it does so? Not me.
And with all the great competition coming after them (Microsoft, IBM, and many other startups), you can't expect their margins to be so fat for very much longer.
At VMW's current price, it is way over-bloated.
The U.S. Is In For Much Worse Times: Try Chindia Instead
India is at the brink of social instability, and China's hard-wing politics (i.e. Taiwan) threaten to put it in much disfavor with the rest of the world.
Invading Taiwan (which we know they have on their minds) will most definitely throw the world markets into disarray, forcing Chinese embargoes on an international scale.
Taiwan does not equal Iraq. Their will be grave global implications should China invade.
This is not to say that I don't invest in China. There are a few stocks which I like, but only because they trade on US exchanges. Try pulling all your money out during a Chinese market crash, and just see if Beijing lets you do it.
So the point I'm trying to make is:
- Invest in Good Companies, no matter where they are
- Diversify. Don't put all your eggs in Chindia
- Invest in Chindia via secure, and stable exchanges based in the EU & US
Even in bad economies there are strong stocks. Anyone who invested $10K in Wal-Mart in 1977 would be a 5 millionaire right about now. Over a span of 30 years, through all the ups and downs, recessions, depressions, bubbles, this great stock (if held onto) would be worth 5 million.
Good stocks will always rise, no matter where they are in the world. So don't focus so much on the country, but rather the company.
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And one other side-point:
"With the internet, these two governments are under enormous pressure to "deliver" - to create jobs and thus prosperity. If they don't, they will be toppled"
Maybe in India this could occur, but let's be real, this would never happen in China. The government has too much control over the populace.
Interactive Q&A: Adam Yan, CEO of e-Future Information Technology (EFUT)
1. I'm a little concerned with the Insider selling as of late. C Tech holdings recently sold 9 million worth of your stock as a Planned Sale (Source: Etrade). This leaves you with no institutional shareholders (Source: Etrade). Additionally, your COO recently sold a substantial stake (when compared to Market Cap).
Insider sells can sometimes signal that management does not have faith in the ability of the stock to rise in the near future. Can you please provide a comment on that?
2. Also, if it is not too much to ask, I am interested to know what your financial stake in the company is. The reason I am asking is because I try to invest in companies where the CEO has a substantial stake in the business. I understand if you feel this question is too personal, but I just thought I would ask.
3. My last question concerns your sales in regards to Software vs. Service revenues. I realize that a large proportion of your sales come from the initial purchase a company makes of your software. What I'm trying to find out is how much you expect to receive in Service Charges for that existing customer. Any real world numbers example you could give would be helpful.
For example: a typical company makes an initial purchase of $500K for your software, and then typically pays X amount of dollars per year for Service-related activities.
Thanks in advance for your time and diligence.
Interactive Q&A: Adam Yan, CEO of e-Future Information Technology (EFUT)
What are you planning to do with this stockpile of cash? It would seem that you are saving it up for something. I am interested in knowing your intent.
You have very low operating costs, so I can only assume that you plan acquisitions in the near future.
Please inform.
Thanks.