Month: October 2006

Reading Time: < 1 minute Panera Bread stock (PNRA) had a quite good run recently. There are mixed reactions from the Wall Street, Jim Cramer likes it (regional to national expansion), while Herb Greenberg is cautious about it. In my opinion, its new product, crispani pizza (intended more for dinner) is the key for growth. I have tasted the free

stlplace
October 16, 2006

Reading Time: < 1 minute Visited a few wineries in Augusta this past weekend. I have been there couple times and still enjoyed it. The view from Montelle Winery is always good (see the picture below). Not many people are aware that Missouri is the second largest winer maker in the US (second to California). Here is a link of some wineries.   

stlplace
October 16, 2006

Reading Time: < 1 minute I read the F-1 Form in the weekend. While I am not a financial analyst, I have the following comments. 1) Home Inns probablly has the best management or directors. Three of its directors, Neil Shen, James Liang, and Qi Ji are founders of Ctrip and have extensive experience on Investment, travel and IT industry. 2)

stlplace
October 15, 2006

Reading Time: 3 minutes I’ve covered the “buying” in my last post. I want to add a little more about “buying” here and then jump into “selling”. I think the quality of the stock (a company business, especially the management and the moat) is more important than the price itself in the long term.  For the managment of a

stlplace
October 15, 2006

Reading Time: 2 minutes Google buying YouTube is a big news for the web 2.0 community. Its effect is felt more than that (I got two emails from friends regarding this :-). Interestingly, I recalled just a few weeks ago, Mark Cuban, the outspoken billionare investor (who made a fortune in the 90s dot com era), said “anyone who buys

stlplace
October 13, 2006

Reading Time: < 1 minute This is official, Home Inns (Ru Jia) filed its F1 Form to the SEC. (From routers) It will be priced between $ 10 to 12. And from IPO home it will debut on the week of Oct 23. Pacific Epoch’s Paul Waide said “it will get out of the gate this year“. I believe it’s

stlplace
October 13, 2006

Reading Time: < 1 minute It’s not pleasant to have power outage, but it’s cool to check the power status from the web. Not to mention that the power is back. Now go Cardinals (against NY Mets in NLCS)! ============================== Recent Outage (Restored in the last 48 hours.) Outage start date/time:   Wednesday Oct 11, 2006 5:28 PM Outage status:   Power

stlplace
October 12, 2006

Reading Time: < 1 minute It’s that time again. Note from Jan 1, 2007 the Chinese consulate or embassy no longer take the renewal (due to the new passport laws taking effect). Here is a link for the Chicago Consulate. Note you need the Adobe reader Simplified Chinese Patch to read the PDF form. BTW, the Nov. 2006 visa bulletin is out, and

stlplace
October 10, 2006

Reading Time: < 1 minute Drove along the “Great River Road” from Alton to Grafton yesterday, the Missisipi River and the changing colors on the mountains looks great. No wonder there are so many people in the bars and grills at the town of Grafton. I also saw people with boats enjoying the water before the winter chill – this is probally

stlplace
October 9, 2006

Reading Time: < 1 minute The following are some of the proposed new direct flights from US to China. AA is applying for the new direct flight from Dallas (DFW) to Beijing (PEK). Here is the link to sign up for the petition. Northwest is working on the Detroit (DTW) to Shanghai (PVG) route. Here is the link. Last but not least,

stlplace
October 7, 2006
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