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Xinyuan Real Estate Co., Ltd. Message Board

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  • caseysxyz caseysxyz Sep 15, 2012 12:42 AM Flag

    XIN's Opportunity Cost Problem

    I am sure my analysis could be improved.

    I love the company’s relationship to the broader market. It was the reason I bought XIN. With a beta 1.52 of and standard deviation .54, I knew I was getting a stock not following the crowd. Otherwise, why not buy a foreign or real estate ETF and stop for the day?

    In the broad market, it has been a great year. I think it will adjust downward 3 % to 5 % as the election, profit taking, and year-end tax planning occurs.

    The people that will make my investment a winner, the institutional stock picker, will have to turn their attention to next year. They get a completely new game on January 1. They have to beat the competition again.

    The broader market is reaching historical valuations finding winning picks next year are going to be tough. I hope they find my company and bet on it. They cannot keep accumulating Apple and watching like last year.

    Consider what has fundamental change this year on a macro basis. Did the Europe debt crisis, United States unemployment, QE, or earnings change year-over-year? This year is catch up in valuation for the last two years. The broader market is reaching historical valuations finding winning picks next year are going to be tough. I hope they find my company and bet on it. They cannot keep accumulating Apple and watching like last year.

    I am team XIN. GO YONG!!! GO TOM!!! GO XINYUAN!!!

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XIN
2.46+0.1150(+4.90%)Dec 26 4:00 PMEST

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