Comments on: E-House China Holdings (EJ)

By: Acne Drug

Acne Drug — Fri, 11 Nov 2011 00:08:43 +0000

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By: TraderMark

TraderMark — Wed, 05 Dec 2007 23:57:41 +0000

Hi Zach, hope all is well on your end. I have been looking at EJ for a month now. The daily volatility is enormous. And this is from someone who likes some beta in their day. My main concerns (which would not matter if the bull returns to the street) are an overheated real estate market and potential competition. With that said, the “pie” is going to be growing over decades – but essentially we can say that for any stock in China… there is a company that just came out that is a drug store chain… so you could say “well this is the next CVS” Or is it? Just like this could be the next “Century 21″. Or is it? So many names and without knowing the competitive landscape on the ground it is hard to really gauge. But thanks for the article.