Ahead of the Bell

After scouring the web, for news & information to bring to readers and counter some of the "Yellow Crayon" journalism of the recent Barron's article here is some additional perspective(s), facts and clarity from Greentech. As well you can check in on some discussions here at The Lion.

Here is another financial blogger's take on the issue facing LDK as well. Also, this perspective is added as well to give investors a rational approach to consider before making their own investing choices. Happy Trading!


Note: Please take the time to register your vote here at the site to give us and the community your perspective on the potential out come of the LDK Inventory Call. The voting poll is to your bottom right of the blog roll. Thanks.

E-House

Helping Chinese people live better. ~Mr. Xin Zhou, Chairman, Chief Executive Officer, E-House (China) Holdings Limited

That's the message. The promotion could be anything from "fast growing"new IPO, Chinese Bull in the right market with all eyes on China.

Here's where my focus differs:
(From the Web Site)

CFO Mr. Li-Lan Cheng has served as our chief financial officer since November 2006. Prior to joining us, Mr. Cheng served from 2005 to 2006 as the chief financial officer of SouFun Holdings Limited, China’s leading real estate Internet company. He was a partner at China Real Estate Investment and Management Co., Ltd. from 2004 to 2005. From 2002 to 2004, Mr. Cheng served as an executive director and the chief financial officer of SOHO China Limited, a real estate developer in Beijing. Mr. Cheng was an assistant director and the head of Asian transportation sector investment banking group of ABN AMRO Asia from 1997-2002. Mr. Cheng received a bachelor’s degree in Economics from Swarthmore College and a Ph.D. degree in Economics from the Massachusetts Institute of Technology. Mr. Cheng is a chartered financial analyst.

Looking at the line up of management, the market sector they serve and the growth services of real estate holdings in China this is an easy valuation. A conservative estimate says this company will out preform in the 2008 first quarters.

Midterm, later half of 2008 we are looking for a pull back in Chinese investments across the broad market. Long term the growth story in Asia remains intact. Numbers matter and as a American adage once promoted "Location, Location, Location......". This is a real estate operation in the right location, with the right management team in place. A "Margin of Safety" in a somewhat overvalued Chinese Market.

The amount of recommendations for Chinese investments on this web site is expected to be few. Although subject to change, the valuations for the Chinese Market, it's recent (2 year) bull run and relative valuations make recommending relatively safe investments extremely difficult at this time.

Please note, all investments, conservative, "risky", small cap/large cap, liquid or thinly traded all carry a measure of risk and can lose value over time. Make investment decisions wisely and after considering all your options. As one friend once put it, "Responsible investments don't happen on the golf course." Do your own due diligence before considering any recommendations, suggestions, opinions or ideas and take ownership for your actions. This is the first step in responsible investing and long term will lead you to successful investing.

OUR BUY: Under $23.00
OUR SELL: $31.50 or better

Liquidation of position if it drops bellow $18


Regards & happy Trading!

As We Start

Only three types of investments exist -

1. Under priced,
2. Fairly priced, and
3. Overpriced.

This is the concept of this site. Make sure your investment starts at one or two. How you do that and considerations for gaining value is this sites purpose. We look long term, with short term trades to work our capital along. Place your money on value, it pays off.