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Client Log

Release of Client Logs / E-Mail Alerts. As of October, 2011 Chinavestor will release client email alerts. Delay: 90 minutes to 5 days.

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E-Mail Alerts: October 2011

October 28, 3:30 P.M.

Dear Investor,

This has been an extraordinary week. We were right in selecting high risk/high return stocks albeit chickened out too early. We continue to focus on risk not return during volatile markets! All said, average stock returns are impressive and would take it any week in the future.

Going forward, we continued to mix safe and risky stocks. Changyou.com Ltd. (CYOU) will report on Monday, but given all circumstances we left it in the "TOAST" list.

 

Sell: xxx (subscribers only)

Buy: xxx (subscribers only)

 

Wish you successful trading,

 


 

October 26, 10:10 A.M.

Dear Investor,

I suggest you taking profits of the following stocks:

Conservative Portfolio:

Mindray Medical (MR) is trading @ $25.44

Huaneng Power (HNP) is trading @ $17.81

Growth Portfolio:

NetEase.com (NTES) @ $48.24

Yanzhou Coal (YZC) @ $23.95


October 26, 10:00 A.M.

Dear Investor,

With so much uncertainty from Europe, I suggest you taking the following profits today (after you sold ACH and LDK yesterday, as suggested)

Sell:

China Eastern Airlines (CEA) @ $18.42, up 9.9% since Friday

NetEase (NTES) @48.74, up 6.8% since Friday

China Life Insurance (LFC) @ $36.38, up 6.2% since Friday

Petrochina (PTR) @ $129.38, up 5.6% since Friday

Qihoo 360 Tech (QIHU) @ $19.25, up 5.7% since Friday

Changyou.com (CYOU) @ $30.20, up 7.1% since Friday

Huaneng Power (HNP) @ $17.79, up 5.3% since Friday

Yingli Green Energy (YGE) @ $3.83, up 5.2% since Friday

Baidu.com (BIDU) @128.92, up 5.7% since Friday

Call me if you have any questions,


 

October 25, 10:10 A.M.

With market uncertainty on the rise, I advise you to sell Aluminum Corp. of China (ACH) and LDK Solar (LDK) from the Weekly BEST and TOAST lists.

ACH is trading at $12.93 and LDK at $3.18 right now.

There is nothing wrong with locking in profits.


October 24, 3:40 P.M.

Dear Investor,

Despite excellent performances, I suggest waiting till tomorrow.

If you want, feel free to take profits.


 

October 24, 11:30 A.M.

Dear Investor,

Stocks from the Weekly Stock List - both BEST and TOAST groups - are absolutely on fire! May want to take profits later today. Watch QIHU, LDK, ACH, YGE, CYOU among others today.

Will keep you posted,


October 21, 3:30 P.M.

Dear Investor,

Hope you followed our advice this week and sold LDK Solar (LDK) and Zhongpin (HOGS) on time, minimizing losses.

The upcoming week will be very volatile. The EU Summit is a big deal and markets can go either way after that. Should it return confidence into Europe's finances, selected solar, transportation, technology and basic material stocks are expected to do very well. We also have stock that are providing a cushion in case things turn ugly. Either way, be ready for some quick action next week.

Changes from last week:

Sell: xxx (subscribers only)

Buy: xxx (subscribers only)

As always, contact me if you have any questions.

Let's make more money next week,


October 20, 3:32 P.M.

Dear Investor,

Two news may prove to be catalysts to the markets for the next weeks: Europe will have a summit over the weekend and is expected to shore up its own finances. The other one is Libya's Gadhafi's death, bringing an end to a war in an oil rich nation.

That said, Chinese solar stocks may skyrocket next week, so be ready to buy some on Friday. Will keep you advised,


October 19, 11:02 A.M.

Dear Investor,

Seaspan Corp. (SSW) advanced to $14.33 by 11:00 A.M. today and is up 25.0% for the month. The stock is the best performing component of the Conservative portfolio in October.

While more upside is possible, my advice is to take profits now.


October 18, 9:40 A.M.

Dear Investor,
for the record:
Sold HOGS @$8.73 down 0.01%, and LDK @$3.28 down 0.02% on Oct. 18


October 18, 8:30 A.M.

Dear Investor,

Investor mood soured this morning and I suggest you selling the most volatile/vulnerable stocks from the TOAST list: Zhongpin Inc. (NASDAQ:HOGS) and LDK Solar (LDK).

Please sell them at the open.

Outlook for LDK Solar (LDK) worsened today and potentially for the rest of the week however it may well recover next week. The sector is very attractive on valuation but problems in Europe keep prices of PV makers low. Nevertheless it is a sector with huge upswing potential and as such we will keep a close eye on this and other solar stocks.


October 13, 12:38 A.M.

Dear Investor,

Sina Corp. (NASDAQ:SINA) broke out all the way to $89.95 today. The stock is trading at $88.32 right now, up 23.3% for October from the Growth Portfolio.

My suggestion is to take profits right now.

Hint: Earnings season is about to start for Chinese stocks. New Oriental (EDU) will report on Oct. 18 before the open and internet heavy weight Baidu.com Inc. (BIDU) on Oct. 27 after the close. Should earnings come out good, SINA may go higher.

But there is nothing wrong with a 23% profit.


October 12, 10:50 A.M.

Dear Investor,

There has been a lot of volatility in the wake of the Greek debt crisis. More is ahead if tiny Slovakia can cause such an uncertainty. For this reason I think it is better to lock in profits now.

That said, stocks for sale on the Growth Portfolio (October 12, 10:35 A.M.):

  • Home Inns & Hotels Management (HMIN) is trading at $32.02, up 24.3% for the month. Sell it now.
  • Baidu.com (BIDU) is trading at $132.55, up 24.0% for the month. Sell it now.
  • Sohu.com (SOHU) opened up over $60 but is back to $58. Hope you followed my earlier advice on Monday when I said "Sohu.com (SOHU) is from the Growth portfolio. The stock advanced 5% today and is up close to 20% for October. The stock may give it a run to $58-$60. Keep close eye on the stock, sell at $59.5 or so." If you still have SOHU, my advice is to sell it now.
  • Baidu.com (BIDU) is also in the trading (Weekly Stock List, BEST group). The stock was $118.56 last Friday and is up 11.8% since then. Sell it now.

Feel free to contact me if you have any questions,


October 11, 10:00 P.M.

Dear Investor,

With most stocks gone from the Weekly Stock List, what we have left are mostly defensive plays. The big news is Slovakia rejecting the bail out fund in Europe. Don't buy anything, hope you locked in profits yesterday and today.
Will keep you posted what's going on for the rest of the week. Right now let's just wait and see the fallout.
October 11, 10:00 A.M.

Dear Investor,

Sina Corp. (SINA) and China Southern Airlines (ZNH) are up in the early morning trade. Both stocks are in the Weekly Stock Update you received last Friday. Both yielded almost 10% since then. There is nothing wrong with that much profit. Don't wait for a Slovak vote related volatility. Lock in profits now.

For the record:

Date/Time: October 11, 2011, 10:00 A.M.

  • Sina Corp. (SINA) is trading at $79.90, up 8.72% since last Friday.
  • China Southern Airlines (ZNH) is trading at $27.20, up 8.9% since last Friday.

We will keep you posted of upcoming opportunities.


Ocotber 10, 11:36 A.M.
Dear Investor,
Trading update, 11:30 A.M. Monday, October 10.
  • New Oriental Education (EDU) from the Growth portfolio is trading at $28.47 right now, up 23.9% for the month. The stock may give it a run to $30 before earnings ( October 18, 8:00 A.M.) and may go even higher after that. But there is nothing wrong with a ~24% return. My advice is to take profits off the table.
  • Suntech Power (STP) is trading at $2.47, up 5.6% since Friday. The stock may jump as much as 20% but may turn in the red as well. My advice again is to take profits.
  • Changyou.com Ltd. (CYOU) surged to $30.62 or 7.6% since Friday. Again, lock in profits.
  • CNOOC Ltd. (CEO) is trading at $175.52, up 8.0% since Friday. There is nothing wrong with this gain. Take profits.
  • Sohu.com (SOHU) is from the Growth portfolio. The stock advanced 5% today and is up close to 20% for October. The stock may give it a run to $58-$60. Keep close eye on the stock, sell at $59.5 or so.
There is nothing wrong with taking profits. We will keep you updated of upcoming opportunities,


October 11, 9:13 A.M.

Dear Investor,

China Southern Airlines (ZNH) from the weekly "BEST list" surged in Hong Kong overnight and is expected to gap up at the open on the NYSE today. When markets are choppy, I think it is better to concentrate on risk and not so much on return.
Will keep you posted,

October 10, 11:30 A.M.
Dear Investor,
Trading update, 11:30 A.M. Monday, October 10.
  • New Oriental Education (EDU) from the Growth portfolio is trading at $28.47 right now, up 23.9% for the month. The stock may give it a run to $30 before earnings ( October 18, 8:00 A.M.) and may go even higher after that. But there is nothing wrong with a ~24% return. My advice is to take profits off the table.
  • Suntech Power (STP) from the Weekly Stock list is trading at $2.47, up 5.6% since Friday. The stock may jump as much as 20% but may turn in the red as well. My advice again is to take profits.
  • Changyou.com Ltd. (CYOU) from the Weekly Stock list surged to $30.62 or 7.6% since Friday. Again, lock in profits.
  • CNOOC Ltd. (CEO) from the Weekly Stock list is trading at $175.52, up 8.0% since Friday. There is nothing wrong with this gain. Take profits.
  • Sohu.com (SOHU) is from the Growth portfolio. The stock advanced 5% today and is up close to 20% for October. The stock may give it a run to $58-$60. Keep close eye on the stock, sell at $59.5 or so.
There is nothing wrong with taking profits. We will keep you updated of upcoming opportunities,


October 10, 10:00 A.M.

Dear Investor,
Some of your stocks made SIGNIFICANT gains and we might advise you to take profits. Stocks we watch closely today:
STP, CYOU, EDU, CEO.
Will keep you posted.

October 6, 11:45 A.M.

Dear Investor,

Chinese internet stocks recovered and are ripe for profit taking. Stocks from the TOAST list:

  • Baidu.com (BIDU) is trading at $119.30 at 11:45, up 11.2% since last Friday price
  • Sina Corp. (SINA) is trading at $79.06 at 11:45 , up 9.6% since last Friday price.

While more profit may become available later today or tomorrow, there is nothing wrong with taking profits.


October 6, 8:00 A.M.
Dear Investor,
Thursday is looking to be a good day to take some profits off your BEST and TOAST stocks. We needed Tuesday and Wednesday to recover form Monday losses.
Friday is tricky and risky. That day we'll get to know the number of all-important non-farm payrolls. Should that come below expectations, market will sink. Risky investors may wait till Friday and hope for a better-than-expected jobs number and profit from a subsequent market rally. It's up to you. But bear in mind that with so much uncertainty around global markets, selling pressure increases on Fridays before weekends.
My advice is to take profits today. I will keep you updated throughout the day.

October 5, 12:00 P.M.
Dear Investor,
We just published an article about New Oriental Education (NYSE:EDU), a stock we added to the Growth portfolio in October.The company is going to report on October 18 and we think there is a chance of a nice stock price appreciation following results.
Wish you successful investing,

October 4, 10:52 A.M.

Dear Investor,

I just wanted to share a couple of thoughts with you now that the S&P 500 has slipped 20% since July 25 and is officially in bear territory.

First and foremost, worries about additional global economic slowdown weights on the markets. Most of it is caused by tiny Greece, a country that threatens the basis of the European economic fabric, the Euro. But as I have just published an analysis, contrary to common wisdom, CHANCES ARE LOW that Greece will default. Europe simply can't afford it and has monetary tools at its disposal to avert such scenario. Please read my short commentary: ECB has tools to avert Greek default

If my analysis proves right, markets will calm down giving way to value investors. Further, considering that technology stocks lose 80% of their total losses in the first quartile during a bear market, downside risk is not only limited for the best internet names but are ready to make a significant comeback!

This should ease the pain from last month when Conservative and the Growth portfolio as well as the weekly trading portfolios suffered heavy blows.

Additionally, we removed China Southern Airline (NYSE:ZNH) from the Conservative portfolio, a prudent step saving you from another 10% loss since Monday.

Those of you with Chinavestor during the 2008 market crisis remember that China stocks make a quick comeback as soon as market sentiment improves. Remember, ultimately stock prices are driven by earnings. This fact favors quality Chinese companies, a list of stocks we seek to present to you every single day. Investing in China is for the long haul and while losses may occur from time to time, patience will reward intelligent investors.

Please contact me if you have any questions,

 
Hot China Stocks

Client Log Release: Oct. 10, 2011

Client Log Release: Oct. 10, 2011
The following email was sent out to Advanced Members on October 10, 2011 at 11:30 A.M.
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