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1.  Re: Ok tell me what&&39;s wrong with this stock 
Margins might be slightly lower but not because they are being squeezed on price due to competition. From the last 10-Q....... Gross margin was 23.7% for the three...
Business & Finance > Investments > Stocks (A to Z) > Stocks W  >  Wonder Auto Technology, Inc. (WATG)
  drjackcar   9-Feb-10 06:32 pm
 
2.  love to get an opinion 
Have any of you guys looked at WATG? Just wondering if someone has some insight for why the stock trades at such a huge discount to CAAS and SORL.
Business & Finance > Investments > Stocks (A to Z) > Stocks C  >  China Automotive Systems, (CAAS)
  drjackcar   9-Feb-10 05:54 pm
 
3.  Re: Impact of new Contract -- Analysis 
"Shrug, this sector has more volatility. If you look at how our stocks have behaved compared to the overall markets since say November, we are still vastly...
Business & Finance > Investments > Stocks (A to Z) > Stocks C  >  CHINA MEDIAEXPRESS (CCME)
  drjackcar   9-Feb-10 01:15 pm
 
4.  Re: Impact of new Contract -- Analysis 
"We have been having a correction since January 15th. The entire market, not just this sector, has been coming out with good news (Economic, earnings, etc). The market has...
Business & Finance > Investments > Stocks (A to Z) > Stocks C  >  CHINA MEDIAEXPRESS (CCME)
  drjackcar   9-Feb-10 12:47 pm
 
5.  Re: Impact of new Contract -- Analysis 
Just as an anecdotal example, I own WATG, a Chinese auto parts supplier. About a month ago the stock traded at $13. After getting yet another buy recommendation ($16 target, that makes 3...
Business & Finance > Investments > Stocks (A to Z) > Stocks C  >  CHINA MEDIAEXPRESS (CCME)
  drjackcar   9-Feb-10 12:43 pm
 
6.  Re: Impact of new Contract -- Analysis 
No. I've been long since before the acquisition was finalized. Nothing about my prospects for the company has changed. But Chinese stocks are not.. .
Business & Finance > Investments > Stocks (A to Z) > Stocks C  >  CHINA MEDIAEXPRESS (CCME)
  drjackcar   9-Feb-10 12:34 pm
 
7.  Re: SELL INTO TODAY&&39;S POP. WE DROP BACK UNDER 20 SOON. 
that is clearly what the big boys are doing. every bump up is being slapped back.
Business & Finance > Investments > Stocks (A to Z) > Stocks A  >  AK Steel Holding Corp. (AKS)
  drjackcar   9-Feb-10 12:26 pm
 
8.  Re: STOCK OFFERING COMING SOON 
Is that what your ouija board told you? They did an offering 5 months ago.
Business & Finance > Investments > Stocks (A to Z) > Stocks W  >  Wonder Auto Technology, Inc. (WATG)
  drjackcar   9-Feb-10 12:21 pm
 
9.  Re: Impact of new Contract -- Analysis 
I think the question that needs to be asked is whether any of this positive news will matter. Not for profits, but for the stock price. Because the Chinese stocks I follow have...
Business & Finance > Investments > Stocks (A to Z) > Stocks C  >  CHINA MEDIAEXPRESS (CCME)
  drjackcar   9-Feb-10 12:12 pm
 
10.  Re: "Conservative" SCOTUS Legislating From The Bench! 
There you go again bringing facts into the debate. Why can't you just leave me to my fantasy world where I can drink my tea flavored Kool-Aid in pea ce.
Business & Finance > Investments > Stocks (A to Z) > Stocks B  >  bmy (BMY)
  drjackcar   9-Feb-10 10:26 am
 
11.  if the stock can push thru massive resistance @ $15 
with conviction then $16 is in play this week. If not, it falls back to $14.
Business & Finance > Investments > Stocks (A to Z) > Stocks C  >  China Fire & Security Group, Inc. (CFSG)
  drjackcar   9-Feb-10 10:19 am
 
12.  the irrational fear in Chinese stocks 
has reached the point where I'm buying hand over fist. http://english.peopledaily.com.cn/200503/21 /eng20050321_177555.html
Business & Finance > Investments > Stocks (A to Z) > Stocks C  >  China Fire & Security Group, Inc. (CFSG)
  drjackcar   9-Feb-10 10:08 am
 
13.  Re: Yet Another China Play with CASHLESS EARNING- BAD 
In the last CC they acknowledged that AR was an area in need of attention. I think that is part of the reason they brought back the old CEO a little while ago.
Business & Finance > Investments > Stocks (A to Z) > Stocks C  >  China Fire & Security Group, Inc. (CFSG)
  drjackcar   8-Feb-10 02:55 pm
 
14.  Re: Success begets more success 
I think what this contract shows to the market is that the retrofit area of their biz, mandated by the Chinese government, is extremely large. It can fuel growth even if industrial capacity is...
Business & Finance > Investments > Stocks (A to Z) > Stocks C  >  China Fire & Security Group, Inc. (CFSG)
  drjackcar   8-Feb-10 02:53 pm
 
15.  Re: Margins 
"For an industrial company, that seems very high!" They service an industrial company, they are not one themselves. My guess on the margins is that much of what they will be installing will...
Business & Finance > Investments > Stocks (A to Z) > Stocks C  >  China Fire & Security Group, Inc. (CFSG)
  drjackcar   8-Feb-10 02:50 pm
 
16.  Re: Yet Another China Play with CASHLESS EARNING- BAD 
One thing that got buried in the PR on guidance is the big miss on Q4 EPS. They're going to come in about $0.16 light for the year. But as the market is forward looking I think this...
Business & Finance > Investments > Stocks (A to Z) > Stocks C  >  China Fire & Security Group, Inc. (CFSG)
  drjackcar   8-Feb-10 11:39 am
 
17.  Re: making sense of the China sell off 
I think the other thing that makes FUQI a compelling buy (I bought some @ $15 on Friday) is that as the earnings release approaches the smart shorts will cover, just in case...
Business & Finance > Investments > Stocks (A to Z) > Stocks F  >  Fuqi International, Inc. (FUQI)
  drjackcar   8-Feb-10 10:36 am
 
18.  expect the following 
$15 today, $16 this week. Technical repair above moving averages. Price target upgrades, back to $20. Buy recommendations.
Business & Finance > Investments > Stocks (A to Z) > Stocks C  >  China Fire & Security Group, Inc. (CFSG)
  drjackcar   8-Feb-10 09:55 am
 
19.  Re: short covering?? 
Now we know last week's move was not short covering. This was people in the know about today's announcement buying like crazy in advance.
Business & Finance > Investments > Stocks (A to Z) > Stocks C  >  China Fire & Security Group, Inc. (CFSG)
  drjackcar   8-Feb-10 09:28 am
 
20.  very nice 
Glad to see one of my Chinese holdings getting some momo back. My feeling is that we will be seeing most of the Chinese companies that have been slammed.. .
Business & Finance > Investments > Stocks (A to Z) > Stocks C  >  China Fire & Security Group, Inc. (CFSG)
  drjackcar   8-Feb-10 09:25 am
 

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