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    ChinaLong

    China Long Term Outlook

    Joined Feb 18, 2011

    1. ChinaLong
      http://stks.co/1NIg. Strong short-term rally in $CAF likely regardless of China optimism or pessimism longer term.
      Dec. 3 at 7:41 PM
    2. ChinaLong
      $CAF $GXC $SOHU. Candidates to catch up with and outperform the rest of market for next couple of months. $SPY $DIA $QQQ.
      Dec. 3 at 7:37 PM
    3. ChinaLong
      $SPY $DIA $QQQ. ECB and Germany's changing stance bodes well for a workable eurozone solution come 12/09. More support for range-bound mkts.
      Dec. 3 at 7:34 PM
    4. ChinaLong
      $SPY, $DIA, $QQQ. History http://stks.co/1NIY indicates range-bound market for next 12 months.
      Dec. 3 at 7:30 PM
    5. ChinaLong
      $YOKU watching for more downside. Follow-on pricing should come in at 8% or 10% discount to market. Sell-off reaction likely to $50.
      May. 9 at 2:17 PM
    6. ChinaLong
      $YOKU. Market cap $5.8B, P/B=20+, price/sales=80+, no earnings. Competitors all over China. 1999 .com bubble all over again?
      May. 5 at 8:58 PM
    7. ChinaLong
      Scary environment for standalone companies like $YOKU, which has plenty of well-funded competitors already.http://stk.ly/ktCera
      May. 5 at 8:03 PM
    8. ChinaLong
      $YOKU Co. knows stock will tank after lockup expiration. So a follow-on after that will raise little capital. Now will u buy when they sell?
      May. 5 at 7:54 PM
    9. ChinaLong
      $YOKU Management knows stock is overvalued. So they can't even wait for lockup expiration for the follow-on offering.
      May. 5 at 7:51 PM
    10. ChinaLong
      $PWRD tanked after hour. Traders likely doubting company's competitive position as evidenced by the horrible margin contraction in Q4/FY.
      Mar. 7 at 6:31 PM
    11. ChinaLong
      $PWRD horrible margin contraction. Q4 operating margin 20.7% vs. 45.5% in Q4 09. Net margin 20.8% vs. 44.5% in Q4 09.
      Mar. 7 at 6:25 PM
    12. ChinaLong
      $CNYD Q4/FY10 earnings release to be around Mar. 25. Company to finalize date and announce it early next week (Mar. 7 week).
      Mar. 3 at 12:02 PM
    13. ChinaLong
      Takeaway from $MOBI's continuing uptrend after disappointing quarter: moble apps frenzy still alive. Bet on $AAPL and $GOOG instead.
      Feb. 25 at 7:45 PM
    14. ChinaLong
      Time again to ride $AXP "rolling cycles." Closed at $43.53 today. Likely to soon rally to $46-47 range again.
      Feb. 25 at 7:44 PM
    15. ChinaLong
      $MSFT is looking to bottom. Great cash cow with good growth. Build long position in steps. Capital appreciation of ~7% in two months.
      Feb. 25 at 7:43 PM
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