Month: May 2015

The Shanghai Stock Exchange managed to add 2% gain to the seven-year high it reached on May 26th. However, the winning streak snapped on May 28th 2015 when the overall Chinese equity index fell ~6.5%, and the Shenzhen index dropped 5.5%. However, even with this massive one-day index decline, Shanghai index was still over ~130% … Continue reading Chinese Equity Rally: Bubble or Beast?

Dividend stocks at this time around due to the following reasons: 1) Company cash are at all-time highs, meaning they will (some already have) spend a huge portion of that on buyback as a mean of increasing their EPS on the relatively flat Y-Y revenue growth. Data have shown that the increase in overall buyback is … Continue reading Rental Properties or Dividend Stocks

The major 3D printing companies, 3D Systems (DDD) and Stratasys (SSYS), all lowered their 2015/2016 fiscal year outlook several times this year already. This either signal a slowed growth and/or the outlook before was glorified beyond reality. Moreover, both 3D Systems and Stratasys had been fueling their earnings and/or EPS via M&A (organic growth) rather … Continue reading Crash of 3D Printing Stocks – Opinion (30 May 2015)

One major difference between the two companies is how they derive and drive their revenue growth. Tesla makes all their revenue from consumers from both primary (sell cars directly to consumers) and secondary (Tesla is starting a second-hand market for Tesla) market. Tesla now utilizes a B2C model, and is diversifying to B2B model through … Continue reading Tesla Vs SpaceX – IPO

Lumber Liquidators (NYSE: LL) is a classic opportunity to catch a falling knife.  It was recently scandalized by news that some flooring products sourced in China had unlawfully toxic levels of formaldehyde.  The CEO just resigned.  The stock is down to 20 from a high 0f $119 in 11/13.  It was at $70 last February.    … Continue reading Lumber Liquidation (LL) Opinion