精华 推荐一个好股票

[山野村妇]

呵呵，前段时间做得总是不好，很失败。这一次再试试吧。

25万股

 

[山野村妇]

这是一家中国公司。美国证券市场认为他们的finance方面有问题，双方正在发生争执。不过他们的cash value那么高，就算finance有点儿问题，它的股票也不至于这么低吧？不过不知道，咱们同胞作假到底能做到什么程度，只有天知道。

Interesting. Based on Yahoo, its cash holding is more than its market cap .... Will take a look ... It seems to be a Chinese shell company, though...

250K is a major commitment. Not sure if the upside justifies the risks...

 

[lazycatcat]

I can't find any reliable financials from its website. What made you so confident in this company ?

 

[lazycatcat]

这是一家中国公司。美国证券市场认为他们的finance方面有问题，双方正在发生争执。不过他们的cash value那么高，就算finance有点儿问题，它的股票也不至于这么低吧？不过不知道，咱们同胞作假到底能做到什么程度，只有天知道。

Thanks for sharing. The latest reports are dated April of 2011 on the company website.

Where did you get the financial details ? Except for Yahoo statistics, there are no financial reporting from the company website...

It doesn't smell right based on the company's website...

You can't be serious that you committed serious capital on this company without reliable information ?

 

[lazycatcat]

Another Chinese company with more cash is SPU. This is an interesting company that produces kiwi and apple juices for export. From financials, nothing is rather wrong except steady growth in receivables.

In recent quarters, receivables are down but accounting in this area is rather vague. The company did a financing at around $5.00 and raised questions of why.

..... There are many good blue chips out there selling at reasonable price. With some patience, a major commitment probably can yield some good results ....

 

[山野村妇]

谢谢分享！

Another Chinese company with more cash is SPU. This is an interesting company that produces kiwi and apple juices for export. From financials, nothing is rather wrong except steady growth in receivables.

In recent quarters, receivables are down but accounting in this area is rather vague. The company did a financing at around $5.00 and raised questions of why.

..... There are many good blue chips out there selling at reasonable price. With some patience, a major commitment probably can yield some good results ....

 

[山野村妇]

1) We view the overall market actions towards Chinese companies listed in US was over done. We trust some of them are valuable with true opeartions and honest management. We don't agree that all of the reverse mergers are of fake and non-existing stories. We will continue to work on a few companies of our interests and try to take advantage of this meltdown in Chinese companies.

2) We carefully studied the case ABAT including the short seller's allegation reports and we BELIEVE most of the allegations are either not of our concern or negligible. We as Chinese know there must be a different report submitted to Chinese government (especially for license and registration purposes) and NASDAQ. By no means can those two reports be matching each other. One true thing we look at seriously is how much taxes paid by a company, for example, ABAT. This tells more than everything.

3) We know ABAT is physically existing and operating in several locations with true production and sales in relatively large scale.

Thanks for sharing. The latest reports are dated April of 2011 on the company website.

Where did you get the financial details ? Except for Yahoo statistics, there are no financial reporting from the company website...

It doesn't smell right based on the company's website...

You can't be serious that you committed serious capital on this company without reliable information ?

 

[山野村妇]

To everyone: we are inviting all of you to post North America listed Chinese companies of your interest. We'd like to investigate them and if necessary, my husband can pay a visit to the companies in China and get back to you with our reviews. We will stduy SPU this time.

Thanks!

 

[lazycatcat]

To everyone: we are inviting all of you to post North America listed Chinese companies of your interest. We'd like to investigate them and if necessary, my husband can pay a visit to the companies in China and get back to you with our reviews. We will stduy SPU this time.

Thanks!

Thanks a lot ! I am really interested in knowing SPU. Its main base is in SanXi and it is probably not hard to investigate. Recently, it made an acquisition in Ying Kou, Liao Ning Province.

Its main business is to export raw fruit juice. It claims to produce drinks but I think that is dubious.

The key point of this company is its relationship with kiwi producing farms. It claims to have a stake but it is hard to verify.

Management of this company is not very strong and is doubtful because its CFO has a very weak background.

This is an interesting company on the other hand as I think juice and drink business is good if run right.

 

[lazycatcat]

ABAT.PK is having a wild ride recently. Hope you get everything alright.

Again, without financials, it is hard to figure.

Another Chinese company is Silver Corp. This company claims to find a productive silver mine in He Nan.

I personally don't like mining companies but since you mentioned about Chinese companies, this is the one. It is subject to heavy manipulation and thus be careful.

SPU is probably more solid (I have no stakes) because China is the biggest export of raw fruit juice (maybe contrary to many people's imagination).

 

[lazycatcat]

How about you or your husband does an investigation into Duoyuan Printing (DYP/DYNP now). It is located in Beijing so it would not be difficult to investigate. I hold about 100,000 shares at an average cost of about $1 (now it has been trading around $0.25 recently).

For starting your investigation, you may read some interesting posts in Yahoo finance: http://messages.finance.yahoo.com/mb/DYNP.PK

Good luck.

Wow ! It seems people on this board have serious amount of money for investing/speculating in stock market.

Shall we have some serious discussions on stocks ? I mean serious discussions on serious stocks.

 

[山野村妇]

谢谢楼上两位推荐的股票，等俺们领导什么时候捉摸一下。

 

[lazycatcat]

What are you talking about? You want some serious discussion? You should first forget Warren Buffett (he is the past). If you have a stomach to lose and win big, then we talk about US-listed Chinese stock or development stage biotech stocks (you have learnt something from other thread from Fujian Lin, haven't you).

Have you ever put a practical dime in that (what you have learnt from Fujian Lin) except your endless buzzing in that thread?

Money is always serious issue, either making it or lose it!

If you have some good ideas, it would be definitely interesting to discuss if you care to share.

Currently, I think US market probably provides the best chances. For Chinese companies, at least there should be financial reporting like SPU etc.

Betting on bio stocks is also interesting but there are probably not many opportunities in 2012. The ones I am following are dndn and itmn.

One interesting point on dndn is its convertibles that actually don't represent burdens to the company.

As to good opportunities, let me use preferred shares of CND banks as examples.

About 2 years ago, all preferred shares of CND banks were selling at around $16 to $17 for face values of $25. The contacted (non-accumulative) yield was at close to 7% at that price. The preferred are all perpectual and thus do have interest rate risks.

However, unless one believes in hyper inflation or nationalization of all 5 CND banks, these preferreds represent very good opportunities where return is decent and relatively large capital can be committed with high safety. Current price of these securities shows they are actually good opportunities.

So, these are serious opportunities worth serious commitment....

Buffett's ideas are not past. They are permanent but require a lot learning to actually learn. The preferred mentioned above is actually a Buffett like opportunity...

 

[lazycatcat]

What are you talking about? You want some serious discussion? You should first forget Warren Buffett (he is the past). If you have a stomach to lose and win big, then we talk about US-listed Chinese stock or development stage biotech stocks (you have learnt something from other thread from Fujian Lin, haven't you).

Have you ever put a practical dime in that (what you have learnt from Fujian Lin) except your endless buzzing in that thread?

Money is always serious issue, either making it or lose it!

By the way, I definitely respect your commitment and actions. If you care to share, it will be appreciated...highly. We may have different ideas but sharing probably would make the process better...

 

[colonel]

俺们这几天连续买进25万股ABAT.PK。

Wow, congratulations.

俺不能在网上买卖 pink sheet :flaming: