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2016-10-11 17:03 | Report Abuse
@probability. I think first one has to define what a good economy is--is it gdp growth? is it low poverty rates? is it rising financial wealth? the exchange rate is not a good barometer for how the economy is doing; cheap currency is often very stimulative for economies that rely more on global trade than internal aggregate demand.
2016-10-11 16:25 | Report Abuse
@probability you can have real growth in absence of population growth and an increase in net exports. The solow growth model is a good theoretical framework to think about this. Stagnant population does not imply stagnant consumption but it does imply stagnant output if there is no increase in productivity of labor.
2016-10-07 08:45 | Report Abuse
profits and stock price can go up even if sales doesn't. megasteel's hrc price was ~20% premium to international price and that accounts for ~80% of the cbee's production cost. imagine what 16% of topline going directly to the bottomline looks like + their liquid assets less all liabilities is already close to the price per share you are paying at this level
2016-10-06 10:02 | Report Abuse
kyy talking about top-line growth completely misses the point. i wonder how he can call himself a super investor with such asinine analysis
2014-09-09 09:44 | Report Abuse
could be one heck of a trade if he buys more now and emerges with more than 5.55%
2014-04-14 10:25 | Report Abuse
lol mirin dat intelligence
2014-03-27 11:19 | Report Abuse
alpha as fuck brah
2013-12-17 11:46 | Report Abuse
shale oil costs 60-80USD a bbl to produce now so you're not going to see a 2008-esque collapse even if there is massive oversupply
2013-11-09 20:59 | Report Abuse
@eric345685 you should really figure out how bonus issues work before putting your money in play.....
2013-10-28 18:26 | Report Abuse
let's be real, nobody eats chocolate for its nutritional value ....
2013-10-25 10:40 | Report Abuse
it's a classic merger arbitrage situation
2013-10-24 22:29 | Report Abuse
you guys should buy e-pay shares instead
2013-10-17 09:55 | Report Abuse
would you buy a 100 dollar note for 50 dollars even if you will never earn an interest on that note? same concept
2013-10-10 09:11 | Report Abuse
all your eggs in one basket? don't do it if you're not 100% convicted
2013-10-09 13:56 | Report Abuse
we need more people like sang jero to give us valuation anomalies to exploit
2013-10-08 10:30 | Report Abuse
minitrader, obviously he has a different horizon
2013-10-07 09:00 | Report Abuse
calvin, I think there is one giant leap from reality to your thesis playing out -- the management team. Not that they are incompetent but I don't see the will to grow this business out on such a large scale.
2013-10-04 22:24 | Report Abuse
can you not read the annual reports yourself?
2013-10-04 15:34 | Report Abuse
Probability of a US default = 0
Stock: [UCREST]: UCREST BERHAD
2017-11-13 14:48 | Report Abuse
lol