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Strategies & Market Trends : Value Investing -- Ignore unavailable to you. Want to Upgrade?

To: gcrispin who wrote (50417)	12/20/2012 11:40:01 AM
From: MCsweet	Respond to of 78763

CNET Thanks for mentioning this one. It looks very interesting to me. Best, MC

To: gcrispin who wrote (50417)	12/23/2012 9:22:48 PM
From: Spekulatius	1 Recommendation Respond to of 78763

CNET-the complexity of their corporate structure is mindbogling, as with other RTO's: sec.gov FWIW, it seems interesting that the FCMN going private seems to go ahead, even though Bronte makes a good argument, that this business is worth far less than the current market cap: brontecapital.blogspot.com

To: gcrispin who wrote (50417)	4/16/2013 11:28:31 AM
From: MCsweet	1 Recommendation Read Replies (1) \| Respond to of 78763

Hi gcrispin, CNET's 10-k didn't particularly impress me. There was no share buyback and they are spending lots of money in new projects (i.e., investing cash flows highly negative and more than offset positive operating cash flows). When a stock has a PE of 5 and is selling below book, the owners are either stupid or criminals not to be buying back stock IMO. Revenues are up, but profits not that great. As long as the valuation is cheap, those metrics are somewhat secondary to me. What I want is "Show Me the Money". Cheap Chinese companies are plentiful, so I only am concerned with ones that are legitimate and working in shareholder's best interests. I want to see large buybacks and dividends -- a flow of money back to shareholders -- not spending on new projects. Any thoughts? I am missing something? The earnings call is tomorrow. Thanks, MC