China Strategy

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Marco
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Marco
January 27, 2009 2:45 pm
Robert Hsu knows China. He spends a lot of time on the ground investigating his recommendations and he gives you a very good synopsis of the company with his recommendations. During 2007 he was on fire, with virtually all of his recommendations making money, many of them over 50% during the year. 2008 saw all of his recommendations lose big money, some down over 90% and most down at least 50%. He did not give any sell signals, so anyone following blindly lost big time. He does not give new recommendations every month but he does offer up the company… Read more »
A. Nony  Mouse
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A. Nony Mouse
February 1, 2009 5:50 pm
My advice to anyone who is thinking about subscribing to this newsletter is wait until there is evidence of a turn-around in the Chinese economy/market, Secondly have your own exit strategy, DO NOT DEPEND ON HSU to give you a sell signal in time to prevent you from losing a lot money. That’s probably good advice for potential subscribers to ANY newsletter, but especially Robert Hsu. I have been a subscriber to “China Strategy” for over 18 months. I also took advantage of his offer to subscribe to his “Asia/Pacific Edge” for a 3 month trial period. My initial reaction… Read more »
Garry
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Garry
February 7, 2009 9:47 am
Writing a review for a crashed and crushed market is not easy as one hs to disassociate oneself from the carnage. It is a well written and researched service and in normal times one that would do very well but of course at the moment hanging on to stocks that are basically controlled by government. Robert HSU should say that one should sell everything and go to cash and wait out the storm. Yes, selling at the bottom is not recommended but I lived in China for ten years and if I was writing China Strategy I would have advised… Read more »
Bennie
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Bennie
February 7, 2009 10:56 am
I will keep this short. This happened to be my first paid subscription newsletter, to say the least I was very excited with anticipation. My timing was such that my subscription ran just prior to the Olympics- some things were just starting to peter out a bit. However I read his reviews and his stories. I really started to believe Hsu knew the deal. I invested in several of his recommeded stocks, to say the least after several months I figured I could best use the subscription money in a more beneficial manner. His stories were entertaining and I do… Read more »
Phil
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Phil
February 7, 2009 2:50 pm
Robert Hsu comes across as an intelligent, hard working guy, who knows China better than just about any service out there. I was an early subscriber to his service and did quite well with his recommendations. Most were stocks I never would have heard of or stumbled across. He gives you all the details on the company and his resoning for his selections. He rode the bull market up to some doubles and more and to give him credit he did recommend taking partial profits on many positions when the bear raised its ugly head. His service is basically a… Read more »
ICM
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ICM
February 7, 2009 6:09 pm
I subscribed to HSU for a year. I am not a current subscriber as I am primarily in Gold Bullion at the moment. HSU does have a clear strategy. He states the risks of investing in China due to potential lack of discosure and government interference. He directs the reader to stocks that can be traded on regulated external markets and therefore come under the reporting and control of western markets – for what good that might be. He gives background. His recommendations are I believe primarily for the long term. No one apart from those in the know such… Read more »
Alan
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Alan
February 11, 2009 8:43 pm
Subscribed in February 2008…I realized in a hot China market everything is hot but in a neutral /downmarket it is best to stay away. Mr Hsu does not really follow Chinese marekt indicators like Cabot and that hurts him and in down market he does not cut losses early. He does know the companies well though. Has made recent bad calls on the oil market and sector ETFs. His buy below price do not make sense since stock could be trading well below this price. He got out way too early on LVS when it was hot and made bad… Read more »
Bernie
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Bernie
February 12, 2009 12:03 am

I have tried it twice, and cancelled twice. He just does not have good stops in place. He is interesting to read but not worth the money. He appears to know his subject but does not offer a good exit strategy. Some times his entrance strategy is too early which he acknowledges but in the mean time you have lost money. Maybe in time when the world economy recovers somewhat and China is producing goods again, then his letter would be fine.

sponger
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sponger
February 14, 2009 10:43 am
Having subscribed and cancelled twice I can attest to any and all of the more negative ratings and comments from other reviewers. Hsu had one huge hit from 2006 or so from many of his recommendations, for which I commend him. His greatest strength was in steering investors away from corrupted, government-run enterprise and to the more independent start-ups. That’s where the disappointment comes in. He found a dozen or so winners and, with only a few exceptions, seems to have stopped looking for the better part of two years now. His recommendations are essentially the same, tired, worked over… Read more »
dharma
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dharma
February 20, 2009 10:02 am
I like that Hsu travels to China frequently and understands the culture. I like the newsletter as much for insight into China as the actual stock picks. It’s an inexpensive report at $99/yr and you can cancel for a full refund within 3 months. After 3 months, you can cancel for a partial refund. In 2007, I did very well with his recommendations. I always chose my own exit points and do my own research anyway. I took a year off in 2008 and just re-subscribed figuring that China is doing better than most other countries. Like any newsletter, it… Read more »
truk
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truk
February 23, 2009 4:28 pm
I quit reading China Strategy about a year ago,(3-08) as my other letters were saying sell China (Elliott Wave, Safe Money Report, Wall St. Digest) so I never noticed Hsu never said sell. Shame. I saved some bucks. He does know his market, but he may not have been aware of the enormous corruption in China, which WSD alerted me to. When the music stopped, many company owners just drained the bank account and high-tailed it to Taiwan, Singapore, and then Los Angeles, leaving their employees with no paychecks. A decent letter, for when China will be up-and-coming again. Like… Read more »
Maria K
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February 24, 2009 3:35 pm
(Gumshoe rates top stars in my books – best value on the planet and extra gold star for honesty) re China Strategy – my motive for subscribing was educational only – I found the newsletter informative, and the service reliable. However, I found that trading was not so simple because of time differences, exchange rates – a couple of attempts at placing OS trades via broker were not successful (which in retrospect was a good thing. Unless I was Chinese or spoke the language fluently, I would not feel confident trading in that country in the foreseeable future. I concur… Read more »
Brian
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Brian
March 4, 2009 12:54 pm
I have been with him since Issue One. True, 2007 was on fire, with my portfolio more than doubling. This year has been the exact opposite with a 50% reduction. I did take his advice in 2008 to sell a lot winners though. I still subscribe because I find the articles highly interesting. I feel sorry for people who bought in this year, but wait until the turn around in China–and there will be one–and then Mr. Hsu will be on the front lines doubling your money again. That’s why I am still paying him. Once a year he sells… Read more »
L.L
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L.L
March 5, 2009 11:10 am

Robert Hsu: China Strategy
OK for up markets, useless for down. Lots of buy and sells. Only for active traders.

Bennie
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Bennie
March 21, 2009 10:19 am

He was hot when China was hot. I recently canceled…definitely will NOT return.

Jim Leonard
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Jim Leonard
May 8, 2009 9:35 am

I subscribed to Robert Hsu’s newsletters for the last 2 years. I have to say I was very disappointed. He thinks hes the next Warren Buffett where you can just buy China stocks and sit on them. Well, I lost a lot of money with that thinking. My complaint is that he would not react quick enough for us to sell.

LOU
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LOU
May 8, 2009 11:00 am

ROBERT HSU HAD ALL THE RIGHT MOVES WHEN THE CHINESE MARKET WAS MOVING UP BUT I WAS DISAPPOINTED IN THE CURRENT ATMOSPHERE. TOO MANY BUY AND SELLS. I FIND JIM TRIPPON’S ‘CHINA STOCK DIGEST TEAM’, AN INDEPENDENT PUBLISHER, MUCH MORE ACCURATE AND LESS TRADES. HSU HAS, IN MY OPINION, IS GOING IN TOO MANY DIRECTIONS AND HIS PUBLISHING COMPANY KILLS YOU WITH OFFERS.

Mort T.
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Mort T.
May 9, 2009 6:58 pm

I’ve subscribed to China Strategies since 2006, with about a year to go, and Asia Edge from 2006 to some time last year. Hsu was great in 06 and 07, with huge gains in EDU, solar stocks, China Aluminum, etc. His problem was that he never really got out of a number of issues as they tanked. I think his frequent trips to China did help him.
I also subscribed to Cabot’s China and Emerging Mkts newsletter. Tho they often were later to pick hot issues, they did close down their Chinese recommendations (I believe) before disaster struck.

jda
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jda
May 18, 2009 9:34 pm
I’ve subscribed for 2 years to Hsu’s “China Strategy”, and had for 1 year to his “Asia Edge” (but cancelled as there was too much overlap and I didn’t have enough money to invest in his many recommendations. I enjoy reading the former more than any other investment newsletter (of a good half dozen) because it is so informative, in this instance about China, and his stock analyses appear well reasoned with lots of info,and little hype or teasers. Regretably, overall, I haven’t done that well with a good dozen or so in which I invested, but those that remain… Read more »
J. M.
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J. M.
May 31, 2009 7:10 pm
I’ve subscribed to both China Strategy and Asia Edge. At first I thought Robert was doing well, since ACH made quite a run over a year ago and the other recommendations were fair. Then a couple of them completely tanked on me and the whole market went south, while Rbert kept predicting things were going to turn around and go up toward the end of the year (’08). Naturally I hung in there like the rest of the lemmings while my portfolios did a nosedive where it remains today, under a lot of water. Of course this was an extraordinary… Read more »
JTF
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July 26, 2009 12:37 pm
I have been a subscriber for 2+ yrs on a multi yr subscription. Most likely will not renew. You need to evaluate your own goals with this and just about all other newsletters. If you want these letter writers to give you perfect buy & sell decisions – forget it. His picks are ok in UP markets but he lags badly in down markets. Most of these writers base their decisions on fundamentals. Almost none (exceptions Cabot newsletters like CEMR) use technical analysis. In a down mkt, unless you have an enforced stop loss system, you’ll get killed. I’ve given… Read more »
Lucylou
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Lucylou
September 29, 2009 10:26 am

It’s funny that you mention that he is recommending XIN as in his China Strategy portfolio it has a “hold” status, it is not one of the three stocks he is recommending to buy during the month of October..I have a subscription with China Strategy until the end of the year but I currently dont own any of his stocks…I stopped buying his recommendations because I never knew when to sell, its more a buy and hold long term strategy…

Robert
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Robert
September 29, 2009 1:37 pm
Sept 29/2009 This ‘teaser’ is Robert Hsu’s latest, for his kind of pricey “Asia Edge” although this character seems to put some real effort into what he does! I have subscribed to “China Strategy for about 2 years with some success like ACH, CMED, CEO, LFC & MR Yes! There were also some losses. Although, with Alex Green’s trailing stop philosophy (Oxford Club) in 2007- 2008 I managed to save my butt. Robert Hsu. didn’t exactly advise his readers on how to get out when the getting was good, and to be honest Green had most of the China winners… Read more »
Solo
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Solo
September 29, 2009 8:10 pm

Re your comments about China Strategy reco XIN: In the current portfolio it is listed as a HOLD. It is currently selling below it’s buy point. I am currently a subscriber but may cancel.

Vince
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Vince
September 30, 2009 6:46 am

I subscript for two seasons. Robert’s work was solid. I did make money with EJ along time ago and had to hold it a second time to break even. Robert called POT early and a made a killing with that. So I’ll look at ZIN and I’ll always give Hsu calls consideration. VH

jim
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jim
October 1, 2009 1:59 pm

have taken his ltr for a few yrs now, w mixed results. Overall have made $ on his recs. Howeever, just like all investments, you need to monitor prices and decide whenhyou want out. I bought EHouse on 1st rec, sold some at profit, but lost on the rest-still have some, that’s about even. He may tend to stay w a pick a bit too long in light of price action, but understandable given the nature of that market.

OZwiz
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OZwiz
December 15, 2009 9:41 am

I really like the way Mr. Hsu investigates his picks with on the ground investigation. I have made several two baggers with him this year so life is good. I am dropping his China Strategy service in favor of Asian Strategy service as I got tired of all the teasers coming in my email that I did not get the benefit of…besides there’s some sleepers in Asia from some of the recently developing countries that I don’t want to miss. He’ll do a good job digging them out as always.

Mort T.
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Mort T.
January 8, 2010 6:53 am

I have subscribed to Mr. Hsu pubs for about 4 years; did very well early on with Asia Strategy, but dropped it (too expensive for me). As your other reviewers say, he thoroughly reviews companies on the ground in Asia; meeting with corporate officers of the companies he is interested in.
He’s good getting in’ but has in the past held on too long.
Cabot China & Emerging Markets is better at calling the downturns. I now use both Cabot and China Strategies for balance.

docta
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docta
January 14, 2010 11:04 am

Subscriber for 3 years, with very good results. I like the fact that he speaks the language and visits China frequently. Hsu recently closed his EDU positions.

Mark
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Mark
January 14, 2010 4:17 pm
Hsu is the best newsletter I have used for investment ideas. you can NOT BE A MORON in today’s market and just buy and sell based on ANY publisher. You have to do your OWN RESEARCH once you enter a position when to get out.If you don’t know how at least learn how to use trailing stops!!!! Hsu is on the money. His new picks (CTFO-buy below $10, NPD-buy below $7.5, RINO buy below $25, DYP buy below $10) will all go up if you hold them I guaranteee it!!! Just remember the buy in price. For example, if you… Read more »
sptegd
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sptegd
January 29, 2010 6:21 pm

Subscribed in November 2009.His commentaries about the country are max upbeat. Some winners and some losers in his portfolio. He uses the China Strategy, a lower cost newsletter, as a hook to get subscription to the Asia Strategy in my opinion. I will try him for another month and then cancel.

Wayne S.
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Wayne S.
February 5, 2010 9:34 am

I tried a one year subcsription starting about 4 months ago and cancelled after 3 months. In that time, he recommended 2 new stocks in the Asia Strategy portfolio. CRIC and KONG were trading in the 13-$14 range then. Today they trade at $8+….No sell signal – only a HOLD placed on CRIC when it dropped a dollar or two. ‘nough said.

Tim
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Tim
February 22, 2010 2:39 pm
I was on and off again subscriber to his newseletter. I made money in the rise and got hurt in the fall. I watched his newsletters, and it felt like he was ignorant to losses. He is always happy hyping the next big company. The problem is when the market is rallying he is a genious. When it’s falling he doesn’t know what to do. He sells late or decided to hold his losses. Sometimes he re-recommends a stock, so he says by apple at 80, then says go ahead buy more at 120 and then 160 saying how great… Read more »
David from SW New York
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David from SW New York
April 3, 2010 4:46 pm
I have taken China Profit Strategy for about 18 months. He gives you a weekly and monthly update, and you receive an email when they are ready to review. He does have emergency dispatches, but rarely sends one. He really knows China well, and his newsletter is a good if you have interest in investing in China Stocks. The downside is that he doesn’t give stop recommendations, only sell orders to take profits or losses. Unfortunately most of them are losses now. He had me ride 2 stocks down around 50% recently. I finally sold because I wanted to invest… Read more »
John H.
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John H.
April 4, 2010 3:35 pm

Readers may be interested to know that the April pick for Gue’s “Stocks on the Run” has chosen VIT. This is a newsletter where Gue and his colleague vie for braging rights to see who can come up with the month’s most successful runaway stock. So maybe this gives some legitimacy to Hsu’s pick.

Ron S
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Ron S
April 24, 2010 7:42 am
I have been a subscriber for 3 years. Naturally he’s done well when China was hot and poorly when it’s not. When you receive his new buy ratings, you can count on paying anywhere from 5 to 10% higher as the stocks all seemingly jump up before you have a chance to get it. My recommendation is to wait about 2 weeks and let the dust settle before buying in and only after you take the time to research the Company and see if you agree with his assessment. He doesn’t seem to be able to tell you to get… Read more »
ted
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ted
August 25, 2010 3:25 pm
I tried out Hsu’s newsletter too. And I agree with the others. When the chinese stock market soared of course his stocks went up, but that was only because the market went up. And when the chinese market crashed, Hsu’s picks usually fell more than the market. Then I researched him (too late!) and saw that a few years ago he really made some terrible calls for a long time. I’ve lost a lot of money over the years with these investment newsletter guys. I’ve tried them all an they are all the same, with their misleading ads of “300%… Read more »
Dave
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Dave
January 20, 2011 11:05 pm

I thought it’d be useful for non-subscribers to see how well Robert Hsu has been doing since the big crunch that ended in March of 2009. No tickers, and all of these were purchased in 2009/2010. These are the current % returns, sorted in descending order:

23.83%
10.99%
7.44%
2.78%
1.93%
0.95%
0.39%
0.35%
0.00%
-4.16%
-19.72%
-34.68%
-39.39%
-44.29%

Grandpa
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Grandpa
March 3, 2011 11:12 am

I subscribed for a year and found that Robert Hsu recommends stocks that you read about in other places. None of his recommendations were out of the ordinary and earned average returns. Many of his newsletters were comments on the China economy or musings about a recent trip to China. Entertaining but not very profitable.

John
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March 3, 2011 3:02 pm
Hi Travis and all I visited China in 2007 and then subscribed out of academic interest. Report on my China tour is on my web site. I read quite a few books on Chinese history and contempory society I think Mr Hsu has excellent information on China – his general essays are right on. I subscribed in 08-09. I only bought a couple of his recommendations – a few went up and several went down – very small positions. China Mobile and CNOOC were good – I still have CNOOC. He says himself that he is a ‘momentum’ investor and… Read more »
michaelsuch
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michaelsuch
March 8, 2011 5:27 pm

even a stopped clock is right at certain times. two and a half years ago, i bought china mobile (CHL) on hsu’s recommendation. that has been dead money for the most part…and i hesitate to go deep with any other of his recommendations.

narayan
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narayan
August 2, 2011 5:42 pm

Thanks to you all folks to enlighten us on the service!!!

c. gattas
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c. gattas
November 2, 2011 12:10 pm

MUCH,MUCH TOO WORDY. I have stopped reviewing any ‘report’ that looks like it’s going to take more than 10 – 12 seconds to get to the punch line. Most are just time- wasting sales pitches for subscriptions.
C. Gattas

Anna1
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Anna1
May 29, 2012 2:38 pm
I think that Hsu got caught in the cross-winds of China’s too fast growth, and its attempt to control that. This says less about Hsu’s newsletter, as much as it says about the China phenomenon. I subscribed to his newsletter for two years, right at the beginning when his newsletter first came out, and made some good money at that time, in part because because China was the new darling of wall street, and in larger measure, because of Hsu’s recommendations. His recommendations were excellent, so long as China kept growing. He got side-swiped by the reverse merger debacle, and… Read more »
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