Reading Time: 2 minutes (Update March 15) Remove Bill Miller from the Masters list. His holding Countrywide Financials, Sprint, Bear Stern blew up one after another. Although his 15 years streak to beat S&P is admirable, but 3 strikes in a row, not that impressive. I gave him a rating of 4.5, between good fund managers and masters 🙂

Reading Time: < 1 minute I decided to take some CROX off the table. Too much controversials on the stock after yesterday’s earning report. Here are some of the bull case and bear case. Bull case Management is optimistic on the international expansion, and new products (jibbitz, Bite, OceanMind etc.), but which company’s management is not bullish on their company’s

Reading Time: 2 minutes For fun, please note I am not endorsing any of the canidate… Economy policy using Google I googled “Obama/Hillary/McCain economy policy” and here is what I got. Note I only looked at the results from their campaign web site (click on the the names below to see the search results). Hillary: she does not has

Reading Time: < 1 minute To be fair, Crocs reported a good quarter for Q4 2007. But, the outlook did not please the street, let me quote Reuters: The company based in Niwot, Colorado, whose vibrantly colored shoes, clogs and boots have become a fad in recent years, also backed its 2008 profit outlook of $2.70 and revenue view of

Reading Time: < 1 minute Starting this year I got the Barrons’ subscription from my frequent flier miles (Northwest). (picture from charleslockwood.com) 1) Joe Rosenberg is an investment guru, and he shared his insights on various stocks from MSFT, YHOO to PFE. He likes MSFT the stock, but he does not like the decision of buying YHOO, and he thinks

Reading Time: < 1 minute Missing iPhones are found in China According to InStat, a market research company, there are about 400,000 unlocked iPhone in China. Most of them are purchased in the US, unlocked and shipped to China later. An interesting side point is Chinese (smart phone) users are mostly for entertainment, while the US users focus on business

Reading Time: < 1 minute Heng Yuan Xiang, 恒源祥, a wool clothing brand started in Shanghai since 1927, is airing the following ad in China. This Olympics sponsor TV ad is reciting 12 Chinese zodiacs (like spam). I think that’s why it got attention and also how it annoyed people, and drew critism. Well, annoying or not, you can make

Reading Time: < 1 minute Crocs scheduled the Q4 2007 earning report on Feb 19. Couple things I anticipated and will pay attention to: 1) I don’t think this will be a strong quarter due to seasonality: it’s winter in Europe and Japan, and in winter they don’t wear Crocs as the American do. 2) Inventory: if the 1) holds,

Reading Time: < 1 minute A short while ago I decided not to short EDU. Today the EDU stock buy back program confirmed my reasoning. Here is their buy back plan (CNNMoney): New Oriental Education & Technology Group Inc. (NYSE:EDU) Thursday said its board had approved the buyback of 1 million American Depositary shares. The program is effective between Feb.

Reading Time: < 1 minute The China doemestic stock market resumed trading after a week of recess (for the Lunar New Year). To the surprise of most people and an old Chinese saying “Kai Meng Hong”, the market opened down instead of up. It appears people are still nervous about the US economy and its fallout effect to China economy.