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Tri-Tech Holding Inc. Message Board

akhiok 13 posts  |  Last Activity: Jul 16, 2014 3:53 PM Member since: Jun 2, 2007
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  • Reply to

    Female CEO just doesn't work

    by cowardinvestorboy Jul 15, 2014 6:29 PM
    akhiok akhiok Jul 16, 2014 3:53 PM Flag

    Archie Bunker was a nice guy always in the end. I liked Archie Bunker who was a soft-hearted man. He just was a bigot from the culture he was raised in. I don't know about this poster.

  • Reply to

    Female CEO just doesn't work

    by cowardinvestorboy Jul 15, 2014 6:29 PM
    akhiok akhiok Jul 16, 2014 3:51 PM Flag

    I'll just say she has not hired the proper people to make the hard decisions that are required. I think she is smart, but not as a visionary. She also doesn't seem capable of hiring the right managers to help her out. If she hasn't learned in two years, she doesn't have what it takes. If she has figured it out, the third year will tell. After three years, if Yahoo still has not made the right moves, Marissa Mayer needs to be replaced.

  • Reply to

    Board member Robert Bruce resigned

    by sm95616 Jul 4, 2014 3:18 PM
    akhiok akhiok Jul 7, 2014 2:24 PM Flag

    Any director who resigns in a manner like this is basically unethical at his core. Take a job when the going is good to say you are on a board. Once the shareholders need the board, the director resigns. Here's an idea -- take the money you took from LIWA as a retainer and any money you made on options to fund the investigation. Even directors who take money need to take responsibility for their decisions. Most people are boards are like Bruce. Laws should be passed so that those serving on boards also take responsibility like executives.

  • I would assume margins would be hit across the board with competition. The real issue would be the cost structures of the companies. I think Son would cook VZ and T without having to invest in infrastructure to the house using copper or fiber. Unless regulators say wireless is banned for causing cancer, if S and TMUS merge within five years the way internet is received by the masses will probably be over the air in dense, metropolitan areas.

    I really like VZ for a long-term hold and forget especially with the dividend, but not sure about how changes in the near future will affect VZ.

    Currently, I have a $42 price for buy-in, not sure what others think of a fair-price to buy in.

    Sentiment: Hold

  • Reply to

    This puppy is way oversold.

    by mystk7 May 29, 2014 10:11 AM
    akhiok akhiok May 30, 2014 6:39 PM Flag

    One can easily write off a year's income and wait two years and it will business as usual for Target. The only issue that matters for the long-term is a good board and management. Writing off the income gets a price of about $57.50, but two years, you're back to the $62-$65 range. All they need is a better website and ordering and we could see $70 in three years easily.

    Sentiment: Buy

  • $630 seems like a good price to dump. Seems slightly over-valued for small enterprising investors who can move their money around easily. With growth projections, this stock may worth $690, but the low side in my mind might be $487. Why risk a 10% upside to a large decline. Besides, there are better investments out there that will return 10% in a safer manner than Apple at these stock valuations. But you know, the big boys can't move their money out of the stock, and for them it's a good bet, so you can stick with them. You probably won't see a drop in price unless the big boys dump, which they won't unless Apple releases horrendous news. But a safe 10% now just seems better searched in another stock if you have less than $100M to invest.

    Sentiment: Hold

  • Seems like a no-brainer at this point. If you plan out the ratio properly, you should be able to trade the loss in book and income to a rise in interest rates. If you figure NLY will not go away, you will get a free 7%/year by my reckoning at least to a high of 20%/year for a three year hold. Basically, do what NLY can't because they are too big. Or if one wants to be a bit riskier that has a higher payoff, look for undervalued or fairly-valued insurance companies and buy them while interest rates remain low. I would hold off on these kind of hedges unless you picked them up NLY around 10.50. $11.76 seems to high a price to open the hedge given that I believe NLY is slightly over-valued with the interest-rate risk. However, the dividend will most likely be paid. I'm just hoping someone that's shaking in their boots will sell to me at $9.50.

    Sentiment: Hold

  • Appear very high. A fair value for this company appears to be $9-$12. Like all companies that are brought public by a private equity firm, these companies come with higher debt and a supported stock price. The holders of course want to dump their shares to you at a high price over the years. I like Burger King, but this stock price is too richly-priced.

    I wouldn't buy this stock, but if you are a owner, I wouldn't be worried about selling it either. However, I think there are much better safer opportunities than this company.

    Sentiment: Hold

  • akhiok akhiok May 30, 2014 12:36 PM Flag

    I meant consumers will figure out that heart attack food is not worth paying a premium for when other restaurants of a reputable quality open up in third world countries. There is no way consumers are going to pay a premium with a movement to a wiser populace.

  • I'm sorry, but legal messages like these make me question the management of this company. There appears to be a weakness here, but at least it's not in the normal day-to-day operations.

    The valuation of all fast food companies appears high. I really don't understand how these companies are valued by others. MCD, perhaps do to its larger size appears more fairly-priced than others like Wendy's and Burger King. High P/E's are uncalled for in a business where consumers are moving to healthier choices and even emerging markets will figure this out soon when other local restaurants start opening up that also don't charge a massive premium in the third world compared to other restaurants. $90-$95 seems like a fair-price for MCD.

    Sentiment: Hold

  • Reply to

    Orchestrated

    by m32hegemann May 22, 2014 4:14 PM
    akhiok akhiok May 23, 2014 2:02 PM Flag

    The simplest solution is that he took out a shadow loan or wanted to take out a shadow loan, and the loan was called or he needed to raise cash or collateral to show that he could pay off the loan. ( Basically move assets to another entity or himself. ) The Chinese government probably took shares in the company to cover the shadow loan or simply end any fraud that could take place. This would do two things: 1) the loan does not defaulted and some Chinese investors lose money. 2) The Government could hopefully keep a bad situation from getting worse.

    If the operations were legit, and they look like they were, then I would have to assume that China will look into the operations to see if a merger can take place or a buyout by another Chinese entity -- A fire sale.

    The chance that LIWA goes on as a separate entity would be extremely small.

  • Anyone know the ratio of 1 ADR share to the underlying share?

  • Reply to

    MM is not a CEO. Maybe a great engineer

    by mccormickred May 9, 2014 6:27 PM
    akhiok akhiok May 9, 2014 6:41 PM Flag

    The doubling of price has more to do with the Alibaba stake than Yahoo's core operations.

    Sentiment: Sell

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