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Qihoo 360 Technology Co. Ltd. Message Board

mistersavvy 43 posts  |  Last Activity: May 25, 2016 2:22 PM Member since: May 11, 1999
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  • Reply to

    CEO set you up, if you shorted off his comments

    by gizzy2020 May 25, 2016 6:22 AM
    mistersavvy mistersavvy May 25, 2016 2:22 PM Flag

    Are you telling us that US companies are eventually going to take over Chinese companies in China? You might as well say that BABA is going to replace AMZN. On top of that let's not forget that the Chinese government is fighting hard to keep money in China. The last thing they would ever do is take support away from one of it's staples only to give it to an outside service. I suggest you drop the crack pipe your smoking and step away.

    It's amazing to me that every time there is an issue with a Chinese company the whole system is a scam.

    Savvy

  • mistersavvy by mistersavvy May 25, 2016 2:13 PM Flag

    BITA is a perfect example of monkey see monkey do. The media says China's economy is dying therefore any Chinese company that posts good earnings is lying. Yet no one begins by questioning the validity of these assumptions. There are two facts that no one can argue. 1.) China's middle class has been and continues to expanding at a rapid rate. 2.) The money this middle class are making and spending has to be going somewhere. If these are facts, then tell me why most believe many Chinese companies can't possibly have real earnings?

    Why listen to me and be logical..... Just be a monkey and believe what the zookeepers tell you.

    Savvy

  • To much media and too many hedges have been accusing the SEC on turning their back on Chinese ADR's. This is a way for the SEC to show that they are not ignoring anyone including the Chinese. BABA is the biggest and is the best place for the SEC to make a statement to the media. It's a win win for the SEC. It makes them look like they are doing their job to shut the media up and it fires a warning to Chinese ADR's that they need to continue to move in the direction of good accounting. This is all noise but in the end will be healthy for Chinese companies as a whole.

    Savvy

  • mistersavvy mistersavvy May 22, 2016 10:18 PM Flag

    You better stick to arts and crafts because you're lost when it comes to China's issues. Apparently you believe only what you read and have no real life experience with Chinese economics. During the roaring 30s and all the way through the 50's counterfeiting was the way of life for the US proprietor. Many precedents and laws had to be put into place before these issues were under control. China is no different. These are called economic growing pains and China will work through them just as we once did in the US.

    On another note please explain to the thread how counterfeit products will effect CTRP's earnings and financial health?

    Savvy

  • mistersavvy by mistersavvy May 20, 2016 5:59 PM Flag

    How's your CMCM investment working out? Remember when you posted over and over about how they were going to blow the doors off of QIHU? Remember how you said they were the real deal and that was the investment of a lifetime? Fred... Are you still laughing?

    Another great call Freddy Boy...

    Savvy

  • mistersavvy mistersavvy May 20, 2016 5:53 PM Flag

    mmrrus I take it you may have purchased short term options on VIPS. I don't pay attention to short term moves nor do I play options so I would not be the right person to ask.

    Savvy

  • VIPS had a "52% increase in the number of active customers".

    They are downplaying the fact that no other e-commerce company in china is adding customers this quickly. Ultimately this is the most important metric for gauging a companies growth. Whether or not these new customers are spending more or less than the older customers is meaningless. This type of growth is what generates future growth. Pricing and margins can always be tweaked that's the easy part. Bringing on new customers is always the key. For every one person they bring on, that one person will tell 10. Wall street cannot project how much those 10 will spend for they only know what the 1 person spends.

    If the per person spend stayed the same but the number of new customers were to shrink then that would be a problem. Wall street doesn't understand business and never has. They look at increased competition as bad. WRONG. They look at new customer growth as unimportant because they are younger. WRONG. They look at China's economy weakening as being bad. WRONG. They contradict themselves. Flash sales thrive in a bad economy as well as a good. Now that VIPS has lower price points along with higher its a double threat. Now that it's appealing to the young as well as the old, it's a double threat.

    Wall street has VIPS wrong as they do many stocks.

    Savvy

  • Reply to

    VIPS rev growth story

    by mistersavvy May 18, 2016 3:02 PM
    mistersavvy mistersavvy May 19, 2016 9:58 PM Flag

    I understand this is a hard concept in the generation we live in to actually buy and hold for 5 years but this is the only way to make real money. Just do the simple math. Project 6.1 billion dollars using a 42% growth rate exponentially over the next 5 years. You're at roughly a $37 bill dollar a year company. Thats assuming they don't make any investments with cash on hand and never have a year were they grow more than 42%. To put that in perspective. NFLX does about $6 billion and TSLA does about $4 billion. Throw a reasonable PE to $37 billion and tell me what number you come up with. Market cap right now sits around $6 Bill.

    Savvy

  • Reply to

    VIPS rev growth story

    by mistersavvy May 18, 2016 3:02 PM
    mistersavvy mistersavvy May 18, 2016 8:37 PM Flag

    5-10 is not long for an investment. 10 years ago I made similar suggestions on AAPL, GOOG and AMZN. Was told a million times that buy and hold no longer works. I said what I always say. You will be kicking yourself that you didn't take my advice.

    So here we are once again.

    Savvy

  • mistersavvy by mistersavvy May 18, 2016 3:02 PM Flag

    What's laughable is YOY comparisons. VIPS is in the retail space and projecting YOY growth around 40%. According to wall street this is a disappointment. However analyst recently praised TJ Maxx for its stella performance. TJ Maxx was able to blow them away with a stunning 5% YOY rev growth target.

    The bottom line is VIPS is a well run cash making machine. It's currently building a nice solid business in the heart of the fastest growing country in the the world. It's the best in breed within this niche market. Anyone not buying as much of this as they can afford at these levels will kick themselves 5-10 years from now.

    Savvy

  • Reply to

    MISTERSAVVY said buy Chinese stocks

    by fastfreddy.fagioli May 9, 2016 7:17 PM
    mistersavvy mistersavvy May 10, 2016 11:19 AM Flag

    nice call as always Fred!

    Savvy

  • Reply to

    Joe the Sap EPIC FAILURE

    by fastfreddy.fagioli May 9, 2016 12:46 PM
    mistersavvy mistersavvy May 9, 2016 3:49 PM Flag

    Freddy didn't you just pump the #$%$ out of BIDU a few days ago? Funny how selective your memory is.

    Savvy will tell you when to buy this pullback. Hope you follow my lead again Freddy boy.

    Savvy

  • They capitalized on this negative news in order to recoup thus the overreaction. I do still feel they are eyeing that huge gap around $162 but Im not certain they will be able to get there unless there is another round of bad news out of China that they can use.

    Does anyone have any idea how many US investigations and legal precedents for the internet had to be put in place from it's inception to now? This statement out of China "Chinese authorities will launch a campaign to clean up e-commerce - targeting trademark violations, counterfeit and poor quality products and the faking of transactions to boost a merchant's online rankings", is not anything out of the norm. If this was the US no-one would even blink. Because it's China the whole internet could be shut down. That's just a stero-typical reaction. Does anyone truly think the Chinese would just shut down its countries leading economic drivers because they don't like the way they're doing something or does it make more sense that they would just slowly regulate and change the ways things are done?

    In the US we have a presidential candidate that wants to build a wall around the US like China did back in the Mongol dynasty times back in the 1300's. Yet no-one blinks. Maybe it's us that should be worried???

    Savvy

  • Reply to

    News on QIHU

    by jinhuac2000 Apr 28, 2016 2:18 PM
    mistersavvy mistersavvy May 5, 2016 11:43 AM Flag

    If for some crazy reason the offer was rescinded do you think that would be a long term negative? I think the initial reaction would be a sharp pullback but I think that would open up one heck of a buying opportunity. I would love to be able to hold this stock for the long haul. Qihoo 360 is still largely undervalued going forward. With that being said I do agree that this is just chatter and the deal is too large to fall apart at this point.

    Savvy

  • Reply to

    Should We Buy?

    by naronobannon5 May 2, 2016 2:41 PM
    mistersavvy mistersavvy May 2, 2016 3:02 PM Flag

    There is a large gap to fill about $10 lower from here. If were ever going to fill this would be the time. But I agree this drop is a nice time to add if you have wanted to add more.

    Savvy

  • mistersavvy mistersavvy May 2, 2016 1:19 PM Flag

    Everybody knows that everything on the internet is true! "Meet my date... I met him on the internet... he's a French model.. uh Bon Jour

    Savvy

  • Anyone influenced by your never ending relentless posts are now regretting ever reading anything you wrote. China is going back to third world status. Fred everyone on Yahoo knows you were cheerleading for China's economic collapse. You told everyone to sell and how the numbers are all fictitious. You along with all the other talking heads were playing the part of Chicken Little. How foolish are you feeling now Freddy boy?

    You are the only one on here bragging about your make believe profits. No one buys your idiocy. I was buying all the way down while you were bragging about how smart you we're.

    Like I've always told you old man. There are god's and there are slobs. You will always be the latter.

    Savvy

  • Reply to

    FB my crown jewel does it again

    by fastfreddy.fagioli Apr 27, 2016 4:59 PM
    mistersavvy mistersavvy Apr 28, 2016 5:25 PM Flag

    I think you're a little obsessed with this Savvy guy Fred. Does your therapist know?

    Savvy

  • Reply to

    AMZN!!! BIDU!!!! FB!!!! TSLA!!!!

    by fastfreddy.fagioli Apr 28, 2016 4:45 PM
    mistersavvy mistersavvy Apr 28, 2016 5:23 PM Flag

    You're a true legend in your own mind Fred!

    Savvy

  • Reply to

    Buying opportunity of a lifetime in the works

    by mistersavvy Feb 3, 2016 10:17 AM
    mistersavvy mistersavvy Apr 17, 2016 12:05 AM Flag

    How's that portfolio of yours looking Wil?

    Savvy

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