Reading Time: < 1 minute This evening when I was in the TaekwonDo class, I counted the number of Crocs in my class. Out of 12 pairs of shoes, there are 3 pairs of Crocs. Seriously, I did a little analysis on the Crocs sales number in year 2005 and 2006. The growth is very impressive, but how long will the trend
Reading Time: < 1 minute To summerize, 17-Jan-07 CIBC Wrld Mkts Initiated Sector Perform 17-Jan-07 JP Morgan Initiated Overweight 17-Jan-07 Bear Stearns Initiated Outperform 17-Jan-07 Wachovia Initiated Mkt Perform The full story is here. I would not take their ratings too seriously (I would like to read their analysis instead). The 60% sales increase in California (No.
Reading Time: < 1 minute I summerized its year 2005 and 2006 (low end) number here. I noted that the revenue year over year growth slowed a bit (consider first 9 months growth about 41%). This can be attribute to the continuing “anti-corruption” campaign in China hospitals. 2005 2006 YoY Rev (CNY) 1,078,573,000 1,470,000,000 36.29% Income 205,089,000 360,000,000 75.53% Earning (CNY) 2.40 3.73 55.42%
Reading Time: < 1 minute I don’t know why the stock went down this morning after a good earning report. Anyway guessing stock price’s daily fluctuation is not my job. I did listen to the conference call (script by seekingalpha) and it seems to me Michael and Louis did well, although Michael’s English is not perfect. Some of the growth driver:
Reading Time: < 1 minute All right, New Oriental announced the fiscal 2007 Q2 report today. Here is the report. It seems they are doing well. Some highlights include 33% YoY reveneue growth (beat est. 20%). “The growth was mainly driven by the increase in the number of student enrollments in language training and test preparation courses.” I imagine people just
Reading Time: 2 minutes I mean not just my Heelys shoes, but also the HLYS stocks I bought at the its IPO. I borrowed this title from Rick Munarriz at fool.com, here is his article. In summary, here are what he said: 1) Heelys is going to have a blow out fourth quarter. 2) They may guide a little
Reading Time: < 1 minute I listened to some sessions the Ninth Annual Integrated Corporate Relations (ICR) yesterday and today. This is a series of company presentations to the investing community usually attended by financial analysts. I listened the web cast through this link (they put achive there too). I noticed this event from Yahoo Finance (CROX). Besides learning more brands (apparel, footwear and restaurant), I also learned more about
Reading Time: < 1 minute I heard about the “angel investor” term a while ago, but I have not thought seriously about their profiles, their networth, etc. This is until recently I thought about doing this myself, I mean providing seed money for some Internet startup in China. I think in general angel investors are rich people 🙂 As a
Reading Time: < 1 minute I was on shopping spree on stocks lately. Since I bought the Panera Bread (PNRA) last Friday, this Monday I bought some Telestone (TSTC), a Chinese wireless equipment maker; on Tuesday I bought some Ninetowns (NINE), a China based software company not new to me because I lost money on it in the past 🙁 These are two speculative plays. Telestone
Reading Time: < 1 minute on 8 am ET Jan 16. Here is link to web conference. And the dial in instruction can be seen here. I don’t have any EDU shares.
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