Fly on WallStreet

Hello Mr. Broker,

Does this mean my son should not be expecting that case of HANS you promised, and he should look for some moo-moo milk in the mail instead?

LOL!

O.K. As far as ADY goes, as you can see from my first post on ADY, I am long this stock.

Keep up the good work here, as well as your wit. You are high on my "list" (LOL!) of men who I want cloned.

mmmmmmmmmmmmmmm!
 

I once heard that over 90% of asians are lactose intolerant. I realize these products are directed at the infant but I thought I would add my two cents just in case it saves you a good old fashioned poleaxing.
 

Chairman holds over 60% of the shares?
 

I think the first question I would have is what is the correlation between the stock price and that of the ChiCom stocks. Dean Foods it aint. Didn't this stock lose about 9% this week as some of the Chinese stocks sold off. From what I gather its price was about .11 per share a few years ago. (See the Maoxian website a few days ago of the correlation between the Shanghai index and the Nasdaq 1999 bubble; its 1:1). At least this company has a real business and real products, unlike some of the ChiCom crap which has the name Technology in it and runs car washes in Beijing. It has a sales growth rate of about 129% for the latest quarter which is pretty darn good. Institutions own about 5%. Not a bad debt to equity ratio (not agressive in using debt to finance growth). The one thing that is worrying is that the last insider buy was when Mr.Leng bought some in 2003. The insider selling this year,to me anyway, looks like somebody pulled a plug in a bathtub. Bottom line:great growth but if it correlates with Chinese stocks I would be nervous.
 

I don't own the stock and haven't made a final decision, yet.

But, considering the enormous opportunity the company has-- it's worth considering.

As far as being lactose intolerant: they also have soy based products. And, to say 90% of asians are lactose intolerant is like saying 90% of Irish men like whiskey.

Wait, I like whiskey.

Finally, if the growth sustains, the stock should go to $50.
 

That correlation is bullshit for six hundred and thirty four reasons. At any rate I like the chart and China is fucked; but shorting China is like telling hungry pitbulls that they can't hurt you because you have opposable thumbs.
Energy is on its way down down. Look at the open interest in successive months of the futures contracts. There's no godly reason why oil is up here anyways -no one's buying what would be relatively cheap further out contracts if this were a sustainable price level. Not to mention Pelosi who is also a bulldog and doesn't care about the energy traders' opposable thumbs.
I'm going to short the crap out of the oil stocks and crude next week and go long CA and AMR. Then I'm going to stop buying metals and start buying tech, since the gameplan is:
Blast three or four sectors to the moon, but leave a few behind so that the market looks weak enough to keep the shorts in. Then poleaxe them with your glaive-guisarme like the mud-eating french peasants that they are.
Homebuilders: from my Yahoo Finance reasearch department, many of them are over 100 percent owned by insiders and institutions. Lend out your shares, take the interest, then refuse to sell any of them until the shorts all have to cover in a now artificially illiquid market. While they frantically buy and buy, sell enough of your shares to the bastards that after the next dip, you have some ammunition to start the next covering cycle.
But I will short them because they suck, only I'll wait until so many tagnuts of data have accreted to their collective arses that even subprime credit extensions can't save them.
 

"but shorting China is like telling hungry pitbulls that they can't hurt you because you have opposable thumbs."

2nd best comment of the year.
 

What was the first?
 

Some cluster fuck comment.
 

Rock, thanks for opening my eyes, since the dems will soon be in power and everyone will start driving electric scooters and hybrid synergy drive SUV's, I will start shorting oil, oil services, and integrated OnG producers right to the ground. SWEET!

Disclosure:

Short: Nancy Pelosi

PS: >90% is fo' real, that is just how they like to roll.
 

Forget the trucks that you will never convince Americans not to drive, and what the Brits (whose ass we roundly kicked) think of them: http://www.glumbert.com/media/pickuptruck

The more pressing issues for high oil prices are supply and demand.
Are we going to double the SPR? If we are, crude will make a hard short. It sucked to short XOM during the buyback heyday a few months ago. It sucked to short crude when Bush was on his go-go buy more oil for our reserves at any price plan. Good thing I didn't (except I did on the XOM, but only around 75 and it didn't sodomize me in the end).
If we're with OPEC on the keep it high plan, that's a strong headwind.
But OPEC is now officially fucked. Not only are there a record level of new extraction programs on line, but everyone knows that the world needs oil. Every time they try to pump up the importance of a cut, I see proof of excess reserves. Satan has a lot of shit to burn, and if he isn't worried about production cuts, that means he has plenty in stock. And Putin is a mean bastard.
In my view, it's like the homebuilders. The fundamentals are a constant fart, but you just watch the idiocy until it starts to exhaust itself. Then you kick Willie Nelson the taint for producing odiferous biofuel, but short oil at the same time.
My disclaimers would suck if I attempted them, so I'll just point out that if I were actually raking in cash like Midas I would post here more often and more obnoxiously. But since I don't, you can guess that I'm not a financial genius.
 

It was my understanding that African Americans are much more lactose intolerant than Asians.

And I like whiskey (with KO).

;)
 

I’m becoming increasingly excited by ADY. Almost 150% increase YoY in Revs, net income, gross profit. Margins increasing. More interesting, as many of you probably have seen in your searching, is all the past fraud in the milk powder business with non-nutritional fakes. No wonder that the government is closely involved (besides the obvious control). Multinationals have had difficulty in competing - giving advantage to the homegrowns that know the real business in China. At first I was concerned with CEO Leng You-Bin 63% ownership, but now I see that it’s vital that the #291 richest chainmen has so much at stake, financially and politically, to keep this company successful. A great bet on the man as much as the company.
 

Great opinions, everyone.

Here is the Forbes link, confirming Caffeine's info on the Leng:

http://www.forbes.com/lists/2006/74/biz_06china_Leng-Youbin_BUL6.html
 

THK startign to set up nicely...looks like one of your types of plays