Reading Time: < 1 minute (Update) I also listened into its conference call, and it confirmed some of my thought: Chinese domestic market becomes more friendly; south America has strongest international growth, while NA has the slowest. (Original) I went to Panera bread this morning. Here is what I saw: Bagel, 89 cents; coffee, $1.59 to $1.79. These prices haven’t
Reading Time: < 1 minute Crocs (Nasdaq:CROX) reported a solid quarter yesterday. It also raised its own year 2007 guidance, but the number is not enough to exceed the street’s “sky high” expectation. The stock already got crushed in the after hour and pre-market trading. It’s likely it will suffer for a while. But I think the fundamental of the
Reading Time: 2 minutes The Crocs (CROX) stock is on a roll lately, as it’s closing 3rd quarter and holding two investor conference (link to webcast) in NYC and London. I added some more CROX last week when the escalator accidents is on the news. Another reason is I sold WX. I think both CROX and WX are good
Reading Time: 3 minutes I was looking for a secular growth stock in China. By secular growth I mean the business grows continously without the normal business cycle. One benifit of secular growth is it usually does not go up or down a lot as economy cycle does. A side benifit of this is we (investors) can sleep better
Reading Time: < 1 minute These days it’s not easy for investors who hold US stocks, because the market has been in declining mode after the sub-prime woes. Do you still remember the DOW 14,000? That was July 19, as I wrote a post “IS Dow 14000 relevant“. Well, relevant or not, the Dow has retreated and it’s now under
Reading Time: < 1 minute Here are the results. The important thing is they beat the est. and raised the guidance again. I also listened to its conference call, some interesting information: 1) The company plans to increase its international sales headcount to more than 200 people by the end of 2007 and to open offices in Amsterdam, Mexico City,
Reading Time: 2 minutes I found this one from China Business Feature. Some of the interesting paragraphs: How they started the R&D of medical devices? “But unlike other distributors, Xu Hang, who holds a degree in medical engineering, started independent innovation of some products in 1992. Mindray’s first products included China’s first single-parameter blood oxygen saturation monitor. “At the
Reading Time: < 1 minute (Update July 19) CNNMoney has an article about Mindray (the original article was on IBD). (Original) The annual report is out. You can get it from its IR Home. From first glance, it’s looking sharp (I mean, the graphic design). Second quarter results will be announced on August 6 after US market close (8 AM
Reading Time: < 1 minute People who bought the Blackstone (BX) at its IPO debut (around 35), will regret “chasing hot stocks” now. I don’t know how the Chinese State Investment Co. (who took 8% stake at around $3 b) felt about this. Oh well, they are in this for long haul. Crocs stock (CROX) got a hit today. Barrons
Reading Time: < 1 minute Yesterday they did a presentation at Goldman Sachs 28th Annual conference (no web cast). Today they announced two new products getting FDA approval. The following picture is BC-3200, a hematology analyzer.
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