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Picks Performance:
Outperforms
59%
of community
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All-time Return
-34.76%
(in over 2 years)
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Risk (SD)
Aggressive
0.00%
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Sharpe Ratio
-10.73
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Followers
7
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Winning Picks
0
of
4
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Total Views
5427
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Cabeza Howe's Blog Posts
BCA
TV
Uncovering China Sky One Medical's Shoddy Practices
04/20/09
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Is CSKI’s Late Filing of 10-K a Warning Sign?
04/07/09
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As one of the success stories among Chinese reverse-merger stocks, CSKI ascended from OTC BB to AMEX and then all the way to Nasdaq Global Market all in last year. Until last week, the stock has been one of the better-performing small-caps in the present market turmoil. Then the music stopped last we...
CYXIE
Better Days Ahead for China Yingxia
09/25/08
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Bear markets always end up to be Santa Claus for intelligent investors. This one will be no exception. In Santa’s huge warehouse of gifts, it looks like there is a place for China Yingxia (CYXI).Currently trading at 1.85x company’s 2008 EPS projection, and 0.5x book value, CYXI might tu...
CYXIE
CYXI: A Growth Stock Trading Below Book
06/24/08
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Since the China Expert Tech (CXTI.PK) scam last summer, I have promised myself not to touch OTC stocks again. But then there are occasional exceptions. China Yingxia (CYXI) has now made my exception since I found it to be a credible growth stock that is trading well below its book value.At $0.67 a sh...
IT
SNDA
Giant Interactive’s Industry Leading Position and Competitive Advantages
12/23/07
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The secret is out. Online gaming is the most lucrative IT industry in China. That is why new players are keeping on emerging every year. More are set to come into existence and get publicly listed, in mainland, Hong Kong, or U.S., in the next couple of years. To achieve investment success in this hi...
IDC
IPO
Giant Interactive: A Giant Cash Machine
11/30/07
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A recipe I like for long-term investment is to look for businesses that operate on high margin, produce high investment return, generate a lot of cash, and trade at attractive valuation. The recently debuted Chinese online gaming company Giant Interactive (GA) is one that I find meet all of these con...
TCM
FXI
No Confidence Vote on TCM’s Management
11/08/07
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The market is a voting machine in the short run and a weighing machine in the long run. That was how Benjamin Graham, the Father of modern security analysis, characterized it. Today, shareholders of Tongjitang Chinese Medicines (TCM) overwhelmingly voted “no confidence” on TCM’s management team...
TCM
GMP
Brand Protection Key to TCM’s Long-Term Success
11/02/07
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My kind reader Rick posted a comment on my blog asking for one or two negatives on Tongjitang Chinese Medicines (TCM). In response I have posted a few risks associated with investing in this stock. For most part, they are either uncertainties in the Chinese pharma industry or minor issues common to s...
TCM
GDP
A Dozen Reasons Why I'm Bullish on TCM
10/29/07
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At this late stage of the China bubble, I’m looking around for great Chinese names with fair valuation. One such name is Tongjitang Chinese Medicines (TCM). Here are some of the reasons I think it will be a winner in the next decade.1. “Tongjitang” is a Chinese name brand with more than a ce...
Clarification: Critical Moment for China Expert Technology
09/08/07
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It appears some of my readers have misinterpreted my previous post on China Expert Technology (CXTIE). Or, I might not have communicated my ideas accurately. Therefore, I hope to make the following clarification.1. I was only expressing my personal concern about CXTIE’s contracts. This should not b...
Critical Moment for China Expert Technology
09/07/07
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When I first wrote about China Expert Technology (CXTIE) on Aug. 13 there appeared to be still hope (though not likely) that it would file its 10-Q report for Q2 on time. The second day, however, the company filed for the five-day extension, citing the following reason:"The review of the financial st...
China Yingxia: Great Growth on “Big-Bath Financing”
08/26/07
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China Yingxia International (CYXI) released its Q2 earnings recently. Before the earnings release, the company also completed two rounds of sales of common shares to a total of 23 private investors. So I think this is a good time to share some of my new thoughts on this company with my readers.Obviou...
EESC: A Microcap with Good Potential
08/15/07
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Traders have punished shares of Eastern Environment Solutions (EESC) harshly in recent weeks. In about three weeks from June 26th to July 16th, the stock imploded from a high of $2.65 to a low of $0.66 (on an intraday basis). Since then it has been dangling wildly within the $0.80 to $1.50 range on l...
CXTI: Irrationally Low Price Tag on a Solid Business
08/13/07
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Shareholders of China Expert Technology (CXTI) are feeling great pain lately. From its intraday high of $7.95 on June 25th to today’s market close $2.61, the stock has lost 67.2% of value in about a month and half. In the past three weeks or so, or 17 trading days to be precise, the stock has lost ...
CXTI: Irrationally Low Price Tag on a Solid Business
08/13/07
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Shareholders of China Expert Technology (CXTI) are feeling great pain lately. From its intraday high of $7.95 on June 25th to its intraday low of $3 this past Friday, August 10th, the stock has lost 62% of value in about a month and half. In the past three weeks particularly, the stock has lost about...
Early Signs of Phenomenal Growth at China Yingxia
07/20/07
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A few days ago I wrote about China Yingxia’s (CYXI) tremendous multi-year growth initiative. Let’s now look at some early results and assess its growth in a little more depth.As mentioned previously the company had 500 franchise stores at the end of last year. Most of these stores were added last...
Who Will Be the Next Chinese Microcap Champion?
07/10/07
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In the past couple of years, hundreds of small Chinese companies entered the U.S. capital market by way of reverse mergers. However, the lack of quality among these companies in general has created a negative perception that they are risky plays. Given that most reverse-merger stocks start as microca...
CGG Veritas, a Veracious Bargain
06/12/07
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CGG Veritas (Compagnie Générale de Géophysique-Veritas, CGV) strikes many as a low P/B (Price/Book) stock. This France-based company is a leading global geophysical service provider to the oil and gas industry. Using Friday June 8’s market close of $44.04 and Euro to US$ exchange rate of 1.3372,...
Erratum and Update on CIWT’s Valuation Ratios
05/09/07
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Yesterday I wrote about CIWT's (China Industrial Waste Management) valuation and growth prospects. In particular, I stressed that this is a cash cow with a Cash/Equity ratio of 57.9% as of 12/31/2006.That is all good. However, the Price/Cash ratio listed in the Valuation Ratios table (Table 3) was wr...
A Cute Little Cash Cow in China's Industrial Trash Mounds
05/08/07
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Small investors often hunt for spectacular return in microcaps. But more often than not they end up losing their precious capital. That does not mean there are no treasures in microcaps. The problem is that few microcaps have a sound underlying business. So small investors often buy into hot trends, ...
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More about Cabeza Howe
Avg exp holding time:
741.90 days
Website:
valueblockbusters.blogspot.com/
About Me:
I'm a scientist, mathematician, software programmer and individual investor. When selecting my own in
... more
I'm a scientist, mathematician, software programmer and individual investor. When selecting my own investment, I love to dig deep into a company, its industry, and identify macroeconomic forces driving the industry's long-term prospects. I found good use of my research, analytical, mathematic, financial, and software skills in this process. Once I have my own in-depth research report in place, I often buy and sell against the trend. And yes, I do a little short-term trading too. But focused value investing is my passion. My favorite quote is "market is designed to transfer wealth from the active to the patient," by Warren Buffett.
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