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

To: Spekulatius who wrote (53625)	3/21/2014 1:32:29 AM
From: Spekulatius	Read Replies (2) \| Respond to of 78751

edit - bought CHL @43$ not 44$.

To: Spekulatius who wrote (53625)	3/21/2014 9:00:52 AM
From: gcrispin	Respond to of 78751

You didn't mention the biggest threat to CHL and that is Tencent with its WeChat app. thenextweb.com!AMscI nytimes.com trutower.com Doug Young's blog entry linked below provides a good review of the competitive battle between CHL and Tencent. I think CHL is a decent speculation and I have been looking for an entry point. But the latest earnings release finally woke up the investment community to what is going on. And usually a quarterly profit decline is followed by more quarterly declines. The question is how long will it take for institutional investors to stop selling and value investors to begin buying. Chinese stocks can get very cheap. youngchinabiz.com youngchinabiz.com That said, I will buy CHL at some point or slowly average into it.