Feb 14 2009

KHD?

Tom, I’m dumping XIN ASAP. I’m finding other opportunities that are significantly better. XIN is still a great company and will probably appreciate in price… But, like most of my articles indicate: I will always drop a great deal if I find a better one. Right now, you can find growing companies with P/E < [...]

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Dec 7 2008

China

Looks to me like the market bottomed. PE was roughly 7. We’ve had lots of ridiculous stimulus. I haven’t looked at the russian market, but it will bottom when oil bottoms.

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Nov 9 2008

China Stimulus Plan

China to launch $586B stimulus plan My companies that should sky-rocket: GHIIXINEJ

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Nov 8 2008

XIN

XIN announced a $10 Million share repurchase. Investors get to vote December 4th The first proxy enables the buybackthe second proxy ammends their statements to include the buybackand the third proxy does their auditing stuff. If this passes, this buyback is currently equivalent to 18x the daily share volume and about 1/10 of all shares [...]

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Oct 9 2008

XIN part 2

M, You’re correct. But, to be honest, that doesn’t matter much. It’s cool, but look at the liabilities. The liabilities are 4x their cash. Sales figures for properties in china are really bleak right now. SELLL SELL SELL! Is what they’re saying. Mean’s a great buying opportunity for those who think that there will continue [...]

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