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Dutch Trader

Submitted by chinastock on Wed, 07/14/2010 - 19:21
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I am Dutch contrarian value investor that runs a fictive mutual fund called TarPro Investment Fund (TPIF) on www.marketocracy.com
The fund seeks long-term growth of capital by investing primarily in companies with market capitalizations less than $250 million. Due to this sector's size and limited research coverage, there is more opportunity to find pricing inefficiencies. Therefore, the potential for higher returns, commensurate with a higher level of risk, is greater than for any other sector of the equity marketplace (domestic and international). The fund invests in stocks that are trading for less than the estimate of the company’s worth. My philosophy is Unloved, Underowned and Undervalued.

Book review: Investment Banking, Valuation, LBO and Mergers & Acquisitions.

Submitted by chinastock on Tue, 09/07/2010 - 03:45
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Investment Banking
Valuation, Leveraged Buyouts, and Mergers & Acquisitions.
by Joshua Rosenbaum and Joshua Pearl

As an investor and amateur analyst I really would recommend this book. It took some while to learn it but it is practical and has workable model templates that gives you a better understanding of the methodologies. It takes you step-by-step on how to value companies using the most popular valuation methods currently used on Wall Street.

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Artificial Life (ALIF) mobile content provider with vision

Submitted by chinastock on Thu, 09/02/2010 - 04:19
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The smartphone market is growing at an annual clip of 50%, according to IDC, and is expected to continue robust growth for many years to come. A whopping 118.3 million smartphones shipped in the first six months of 2010, reflecting a 54% increase from the 76.8 million units that were sold in the first half of last year. Analysts at ABI Research project smartphone sales to double from about 200 million units this year to more than 400 million units in 2014, which indicates forecasted compound annual growth of 20% for the next four years.

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China launches industry alliance to promote TCM (Traditional Chinese Medicine)

Submitted by chinastock on Tue, 08/10/2010 - 12:21
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A government-backed industry-university alliance was launched in Beijing on Saturday August 8, to further promote the traditional Chinese medicine (TCM) in the global market.

Members of the alliance include Peking University, Beijing University of Chinese Medicine, the health ministry's development center for medical science and technology, and 12 domestic pharmaceutical corporations.

"The alliance marks a new stage in the development of TCM's entering the global market," said Wang Guoqiang, vice minister of the health ministry, also director of the TCM State Administration.

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Artificial Life when the stock price gets alife?

Submitted by chinastock on Thu, 08/05/2010 - 15:11
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Artificial Life(ALIF)reported strong growth in their mobile gaming and non-gaming sectors. Revenue growth in Q2 2010 was 19% and profit growth was 30%. The company delivered their best financial quarter in their history.

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Book review Profiting from the World’s Economic Crisis by Bud Conrad

Submitted by chinastock on Fri, 07/30/2010 - 15:18
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Book review Profiting from the World’s Economic Crisis by Bud ConradThe book is a must read for everyone who wants a clear understanding why the economic collapse could happen and happened and why it is far from over. Major problems we are dealing with now are federal budget deficit, trade deficit and health care. This will ultimately lead to the collapse of the dollar.

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China Pharmaceutical Sector

Submitted by chinastock on Mon, 07/26/2010 - 14:17
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The production value of China's pharmaceutical industry is projected to grow at an average annual rate of 22% from 2010 to 2019, according to a report issued by the Southern Medicine Economic Research Institute (SMERI).

The strong performance is attributed to the steady growth of China's economy, an aging population and increasing government investment in health care.

A key driver will be the Chinese government, which will spend a total of US$124.82 billion into health care reforms from 2009 to 2011.

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China’s real estate market has just start growing

Submitted by chinastock on Thu, 07/22/2010 - 15:29
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In China, consumers buying residential properties are required to put down 30 percent before taking out a mortgage. For a second home, the down payment is 50 percent, irrespective of their net worth. Home purchase is predicated on affordability.

Today, there are some 360 million urban residents in China. In the next three decades, the figure is expected to grow to 970 million. What China is trying to achieve is unique in history – to create urban space to more than 610 million people, within a single generation.

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Irrational behaviour getting common in Chinese stocks?

Submitted by chinastock on Mon, 07/19/2010 - 07:35
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Anytime you buy or sell a stock, you should be buying and selling irrational behavior. You should buy shares when they are irrationally cheap and sell them when they are irrationally expensive. Those are subjective concepts but at the end they work. Certainly in hindsight it's obvious when things are absurdly cheap or absurdly expensive.

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