Home | About | Amazon Store | Briefing | Investing | Links | Site Search | USX China | StockInsight* | Login | Register

Archive for July, 2008

Olympics buzz at work place »

Olympics buzz at work place
As the Beijing 2008 only 8 days away, I am hearing quite a bit Olympics query from coworkers lately, mostly from curiosity and good will (wish Beijing and China will do well). As a Chinese living in America, I certain also hope things also work out well, amid all the security […]

Cummings CMI and my energy play »

My 2 cents on Cummins CMI (a while ago)
I have watched CMI for a few months now, have not pulled the trigger yet. There was a brief chance around March 17. I dare not to buy it after it went above 50. Like commodity, short term CMI has some selling pressure because:
1) It’s an infrustructure/transportation […]

Margin of safety, retake CFA »

CFA test did not turn out the result I liked to see. I thought about the reasons, besides the unlucky factor (my score right around the pass/fail line), I attribute the main reason to myself: I did not work hard enough, and my financial knowledge is not good enough. Imagine if I could make more […]

June 08 CFA result »

IS out. I could not fall asleep this morning at 5:30 AM, 2.5 hrs before the official score release. Logged into the web, hope to see something, nothing there, watched some Bloomberg TV, and back to sleep (listened to iPod actually because I could not fall asleep).
8:00 AM, back to computer again, could not […]

Weekend review w/e 072608 »

A subdued Olympics rally?
The Olympics is coming. But we are not seeing much sign of an Olympics stock market rally, both in Shanghai, or in New York. The Shanghai composite index is barely above 52 week low, at around 2800 to 2900 range. Two of the Beijing 2008 Sponsors, China Mobile (NYSE: CHL) and Sohu […]

Boone Pickens’ plan »

His plan is basically use more wind for electricity power, free up the natural gas for transportation (automobiles). Currently natural gas cars are still not as versatile as gasoline cars. But I have seen and heard natural gas powered taxi in Shanghai, and gas powered bus in the States. Natural gas is more environmentally friendly […]

Why CROX failed? »

By now it’s no secret that CROX stock failed. After it issued horrendous 2Q 08 preliminary results and full year guidance yesterday afternoon (refer to MarketWatch for more details). I don’t want to dive into the numbers and add salt to injury. I traded the stock last year until this Feb. when I realized it […]

Syngenta reports 1H 08 results »

Highlights
From its IR web site

Sales up 20 percent at constant exchange rates to $7.3 billion
Crop Protection sales up 21 percent(2) at $5.55 billion
Seeds sales up 15 percent(2) to $1.74 billion
Earnings per share(1) up 36 percent to $16.53
Earnings per share $15.93 after restructuring and impairment
Capacity expansion to meet longer term demand […]

Analyze CHK hedging strategy: I »

Chesapeake Energy (NYSE: CHK) is a stock I have known for a while. I traded it in year 2006, I did not hold it for long term partly because I usually don’t hold a stock for more than a year (until Mindray), more importantly I did not understand all the natural gas price volatility, CHK’s […]

Steve Jobs, Apple, Bill Gates, Microsoft »

Background
Couple days ago the Apple stock got a hit not just becaues of the soft earning guidance, the more important reason is the company declined to answer the health question of its co-founder and CEO Steve Jobs in the earning call.
You tube videos
Great Artists Steal - Triumph of the Nerds - Revised (very short)

How Windows […]

// 最新推荐 Noteworthy
  • Amazon referral: top 10 new year resolution
  • Buffett NY Times op-ed 10/17/2008: Buy American. I Am.
  • Buffett article Fortune 11/10/2001: Stock Market: What's in the future for investors
  • Berkshire 08 Meeting Q&A Transcript: html (GuruFocus), PDF
  • blog

  • China

  • finance

  • Links

  • Major

  • Pro (for ref only)

  • Saint Louis

  • Shanghai

  • Meta

  • Author作者

    "古人云,人不自信谁人信之." Others won't believe in you unless you believe yourself. --Chinese proverb

    Hello, world :-) I am not another stock expert. I am an ordinary guy who believes: by lifetime learning, indepenent analysis and disciplined investing, little guys can achieve great return.

    I grew up in China and currently working on CFA level I this June. Here I'm blogging about business, finance, stocks, other fun stuffs in the US and China. Comments and Email are welcome.

  • Disclaimer声明

    See Disclaimer Page
  • Valid XHTML 1.0 Transitional