Comments on: Invest in China’s Infrastructure — Robert Hsu

By: stockcrazy10

stockcrazy10 — Mon, 26 Jan 2009 17:17:56 +0000

Here’s a link to the January 1, update:
http://socializedlosses.blogspot.com/2009/01/update-of-mortgage-reset-graph.html

By: Frank

Frank — Sun, 25 Jan 2009 16:35:33 +0000

It got above 90 on Oct. 17, 2007 and closed at 88.05. That’s pretty close to 100, especially compared to today’s 10.

By: A. Nony Mouse

A. Nony Mouse — Sun, 25 Jan 2009 01:46:40 +0000

in a recent monthly newsletter he says SOE’s are a safer bet than privately owned chinese companies now, recommending a postion in CAF for China Strategy subscribers and FXI for Asia/pacific edge subscribers..and urging selling of the Focus Media position among other privately owned Chines companies.

By: A. Nony Mouse

A. Nony Mouse — Sun, 25 Jan 2009 01:31:44 +0000

Strangely enough, ACH is a company another “China Stock Guru”, Jim Trippon, is advising people to avoid. As a one time subscriber to both of Hsu’s newsletters ( China Strategy subscription is still in effect) I have to say it seems like
he has just been throwing darts at names on a list of his previous picks in order to satisfy some subscribers who think they are entitled to a stock pick every month. Hsu’s stock picks and predictions of what the Chinese economy would do during the past 12 months have been dismal (anyone remember the predictions of a China stock boom in the run-up to the Olympics?? the post-Olympic boom prediction? Long-term, 5 years from now, Chalco might be a good investment…but it seems that “de-coupling” of the world’s economies from our own was a myth…and IMO cash is a better “investment” than ACH right now.

By: Dusty

Dusty — Sat, 24 Jan 2009 22:16:02 +0000

Everybody needs a print of the Credit Suisse Mortgage Reset Chart on the wall above the computer monitor. Look at the chart, see that 2009 is a big Bear Trap with nasty pain makers in the middle spring (late March into mid-April?) and again mid fall (late Sept through to early Nov?) and then back into the storm that began in 2008 (new name: Alt-A & Agency Reset) but this time lasting non-stop into spring 2012. America and Europe were playing the same game and it all fell apart together. China may be the leader a century from now, but presently it is still dependent on the West. Wait for the real lows a year or more from now and then buy for the recovery everywhere that will rise with the twenty-teens. China will be fine then and so will the strong companies serving real needs. For now, find strong essential services stocks with dividends.

My (free on-line) subscriptions to Hsu and to Navellier are still open but I have mostly quit reading them. I do like what the guys at KCI write (free e-letters and paid stuff), I just cannot afford to buy anything except “Personal Finance” (2% rule). I think Elliot Gue sounds like he really does have his head glued on straight. So do the rest of the current KCI guys.

So much for my current personal opinion and vote of confidence.

Credit Suisse Chart: IDE on Dec 24, 2008; Google Search “Mortgage Resets” and maybe eventually find some obscure mention of “imf.” I am unable to attach my copy of the chart.