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Longwei Petroleum Investment Holding Limited Message Board

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  • hshinti hshinti Jul 26, 2011 1:47 AM Flag

    The USX China Fund LPH 2nd Biggest Position

    Using your keenp insights and paid for analyses by some lawyer or hedge fund, you would find fault with Fidelity and Rochedale Securities and their positions in LPH stock? Late is the hour to try to save you so that you could join our cult :-).

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    • I think I also pointed out the loser fund managers in *those* funds trying to keep their heads above water (unsuccessfully) after bleeding assets on fraud after fraud, too. All that supposed buy-side talent, all the market intelligence they can get and all that money - yet some guy in Texas with an ounce of common sense is able to do way better DD with a fax and an internet connection.

      What does that say about the quality of analysis and management for these funds? Don't they have a fax and an internet connection too? Or are you merely impressed with the names 'Fidelity' and 'Rochdale' and suggest eveyone else should be, too?

      So far, it looks like Muddy Waters outperforms your highly-esteemed (overpaid, incompetent) fund managers by about 1000x. Have fund managers learned their lesson yet? Look at their current portfolios - you tell me.

      At least find a China small-cap fund that outperforms the Halter by some reasonable percent after expenses - *and* is buying LPH. If you can't, then there's no reason for anyone to be impressed by the performance of that fund or what they pick. Why is that so hard to understand?

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