j*****h
发帖数: 3292 | 1 Need serious 2nd opinion!!!
Disclaimer: initiated long position in stock, bull spread and cash secured
put.
Other than $2.4Bn cash & cash equivalent, stock buyback just started, you
can also get a taste of Alibaba.
Below from seeking alpha
2% Stake in Youku Tudou $YOKU $100M
58% Stake in Weibo $WB $2B
19% Stake in Mecox Lane Ltd $MCOX $7M
100% Ownership of lottery site Aicai.com $1B
22% Stake in Chinese real estate giant E-House $EJ $278M
24% Stake in Tiange video platform $01980 $215M
.2% Stake in Alibaba purchased for 50MM $BABA $200M
Sungy Mobile investment $GOMO FREEBIE
SINA Core portal business $0.5B-$2B
Net cash (1.8B - 800MM debt = $1B) $1B
Worth as of 7-11-14 $5.3B-$6.8B or $80-$103 per share. |
o****o
发帖数: 1398 | |
r*m
发帖数: 16380 | 3 seeking alpha那帮傻叉都知道的信息，中国的美国的机构基金庄家不知道？
真的有便宜轮得到散户来捡？
要用commom sense。
唯一散户能捡便宜的时候只有一个：大崩盘，所有机构基金庄家都自身难保，被迫抛售
，这是如果散户手里有cash， 就随便买。但是多半的散户这时不是没钱，便是没胆子
。 |
j*****h
发帖数: 3292 | 4 Leader 5, I don't have mom sense.
Just know that I need to stay in the market no matter what. I cannot afford
to have no position in market.
【在 r*m 的大作中提到】
: seeking alpha那帮傻叉都知道的信息，中国的美国的机构基金庄家不知道？
: 真的有便宜轮得到散户来捡？
: 要用commom sense。
: 唯一散户能捡便宜的时候只有一个：大崩盘，所有机构基金庄家都自身难保，被迫抛售
: ，这是如果散户手里有cash， 就随便买。但是多半的散户这时不是没钱，便是没胆子
: 。
|
r*m
发帖数: 16380 | |
V******n
发帖数: 881 | 6 the big issue with sina is their own revenue and profit are shrinking
looks like there is no solution so far
【在 j*****h 的大作中提到】
: Need serious 2nd opinion!!!
: Disclaimer: initiated long position in stock, bull spread and cash secured
: put.
: Other than $2.4Bn cash & cash equivalent, stock buyback just started, you
: can also get a taste of Alibaba.
: Below from seeking alpha
: 2% Stake in Youku Tudou $YOKU $100M
: 58% Stake in Weibo $WB $2B
: 19% Stake in Mecox Lane Ltd $MCOX $7M
: 100% Ownership of lottery site Aicai.com $1B
|
j*****h
发帖数: 3292 | 7 Yes, agreed!
WB growth is slowing down, SINA portal needs investment to stay afloat...
But I believe Accountant Cao is good at portfolio management and investment.
You are buying a small Chinese internet sector port. by investing in SINA.
【在 V******n 的大作中提到】
: the big issue with sina is their own revenue and profit are shrinking
: looks like there is no solution so far
|
