31 Mar
E-House China (EJ) is one of the premier agencies which contracts with real estate developers in China. The company has exhibited tremendous growth in both sales and earnings over the last five quarters while at the same time seeing its stock drop to levels not seen since its IPO in August of 2007. Much of […]
Posted in investment, real estate, China, IPO, Long idea by: Zachary Scheidt
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30 Mar
One of the few successful IPO stocks from late in 2007 is Neutral Tandem Inc (TNDM). The company is a telecom technology firm that essentially facilitates the connection between carriers. The company offers an alternative to the traditional ILEC tandem services and it operates in specific geographic markets. Revenue is earned through the number of […]
Posted in Wireless, IPO, TNDM, ILEC, technology, telecom, Long idea by: Zachary Scheidt
3 Comments
27 Mar
Despite a bit of back and fill action the last few days, it appears the market is putting in at least a short-term low. While the long-term direction of our markets could take on any number of different outcomes, the climactic low placed last week in wake of the Bear Stearns debacle should mark […]
Posted in Long idea by: Zachary Scheidt
1 Comment
26 Mar
In fast moving markets, things can at times resemble an old west town where the protocol is to “shoot first, ask questions later.” When holding a position that immediately starts to drop with little rationale, it is often wise to liquidate a portion or even all of the position in the name of damage control. […]
Posted in Long idea by: Zachary Scheidt
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