From TD Ameritrade valuation: JVA is overall quite efficient in comparison to its peers with a Revenues Per Employee, Return on Equity, and Return on Assets of $1,637,375, 15.08%, and 10.52% respectively. In particular the company is above average at managing their resources and at managing their owner's equity, and isamong the best at generating revenues from employees compared to other companies in the Food Products industry.
Sentiment: Strong Buy
Indeed, it is "unusual" that the roasters such as Nestle got into China first.
"Usually it is the other way round", Mr Furniss said, although this was likely part of the groups' "China strategy", for entering a market with huge promise in terms of coffee consumption too.
Despite the country's huge population, its coffee demand is relatively small, at 1.65m bags in 2013-14, according to the US Department of Agriculture, well below that of Switzerland or South Korea, and less than 7% of US consumption.
However, Chinese coffee drinking is growing fast, and expected to hit 1.80m bags this season.
Sentiment: Strong Buy
Oil titan Harold Hamm told CNBC on Tuesday: Don't believe the hype. "There's not a glut in the market at all."
The billionaire founder of Continental Resources took issue with the reason mostly given for crude's slide to multi-year lows, and said he's not cutting production yet. But even if he did, he said, "You don't cap producing wells. What you do is cut back on new drilling."
"What we see here is people projecting next year that we might see [oversupply]," he said in a "Squawk Box" interview. "It would have to be a perfect world to see that. I, frankly, don't believe that's going to happen."
He disputed contentions from Goldman Sachs, which on Sunday predicted oil at $70 a barrel in the U.S. in the second quarter because of oversupply. West Texas Intermediate (WTI) crude was trading $81 in early trading Tuesday after dropping below $80 Monday for the first time since early summer of 2012.
Read MoreOil below $80: Why that's bad news
"After it gets in the $70s people are hurt," Hamm admitted. "We don't see a need for it to be there."
Making his case, he said the oil supply is actually down in various parts of the world, including Venezuela and Argentina as well as Alaska and California. The only spot where supply is going up is onshore in the U.S., he said.
Fellow oilman T. Boone Pickens said in a Wall Street Journal interview recently that energy companies are pumping too much.
Hamm disagreed, saying the drop in prices this time has been different. "It hasn't been like most supply and demand situations where it gradually goes down. This has just been a sharp cut." He attributed the weakness to Saudi Arabia's recent promise to hold production levels steady. OPEC next meets at the end of next month.
Sentiment: Strong Buy
Investors/traders might want to take advantage of the strong buying opportunity presented by the upcoming quiet period expiration on Wednesday October 29th. The quiet period expiration will allow all 40 underwriters to post their expectation reports, forward guidance and give ratings. Before the a quiet period ends, IPO`s usually go up in the days before on anticipation of all these different underwriters positive reports to come out and sometimes days after. Just a heads up!
22nd Oct 2014, by Agrimoney.com
Price hopes slow Brazilian growers' coffee sales
Coffee growers in Brazil are withholding crop sales in expectation of higher prices ahead, despite forecasts for rain for drought-hit plantations, expectations which sent futures tumbling again on Wednesday.
Producers in the Zona de Mata Mineira, in the south east of Minas Gerais, Brazil's top coffee growing state, and in Maogiana have sold less than 20% of this year's coffee harvest, according to research institute Cepea.
And while growers in some other regions have sold a far higher proportion, with farmers in north western Parana having priced 60% of their crop, this may be of a far smaller harvest.
Parana's coffee production, all of arabica beans, has fallen particularly heavily this year, hurt by frost last year as well as a lack of moisture, tumbling 69% to 510m bags, according to the official Conab crop bureau.
Zona de Mata output, for instance, fell by 36% to 3.02m bags.
The reluctance to sell, despite prices which this month hit a two-year high of 225.50 cents a pound for New York-traded arabica coffee futures, reflects expectations of further appreciation to come.
"Producers have been limiting sales of the 2014-15 crop, expecting a better market definition and higher prices," Cepea said, after a survey of growers.
"Many players are expecting price rises, based on the possible smaller production because of the dry weather."
Persistent dryness has provoked "major concerns" over blossoming, a stage which requires follow-up rains to ensure flowers set and form the cherries which will be harvested next year.
Even though rains are already returning to Brazil's coffee belt, and are expected to grow particularly next week, while the moisture "might help some crops to recover vitality, it is important to highlight that, in some coffee crops, losses are irreversible", said Cepea, whcih is attached to Sao Paulo University.
"Some producers in southern area in Minas Gerais already estimate a 30% loss in  production."
However, the comments came as expectations for Brazilian rains extended a correction in coffee futures, which closed down 4.3% at 191.10 cents a pound in New York for December delivery.
That is the weakest finish of the month, and down 15% from the early-month high.
The fall also took the contract back below its 50-day and 75-day moving averages - weak chart signals, although key technically to the contract's prospects is that its 200-day moving average, which it has not closed below since January, and an uptrend line hold in the 183-185 cents a pound area.
Meteorologists at Somar forecast that rains in Minas Gerais will reach 15mm-70mm (0.6-2.8 inches) by Sunday, with rainfall spreading more widely over coffee-growing regions from next week.
I believe the Arabica Coffee 4/5 December 2014 futures made a double bottom yesterday and there are some open gaps to fill going back up. Gained +2.00 (+0.91%) to 222.00. Also like Andrew Gordon`s open market purchase 10/13/2014 of 8,270 shares at an average price of $5.48 and the 10/13/2014 of 1,730 shares at an average price of $5.50.
There were a lot of billionaire entrepreneurs in Russia too early on when the country became more capitalistic but the communist party put them in prisons and took control of their enterprises.
You shouldn't if you don`t mind being bound by a communist countries law having no ownership!
What is the Chinese government?
China is a system of government where the government plans and controls the economy and owns everything. Citizens are deemed equal but own nothing. "LOL" In communist China there is a government characterized by the dominant party "communism" that rules with an allegiance to a communist ideology as the guiding principle for the country. In China a true communist country, you give what you can to the state or party for distribution, keeping only that required to satisfy your needs. In China, a socialist state or "communism," the state takes all your pigs and gives you back the ears.
The takeaway? Seasonal patterns and cycles are general tendencies formed over long periods. As such, they should be treated as secondary indicators. That said, the Presidential Cycle has been one of the more consistent seasonal cycles. Therefore, while it is not a lock, the next 3 quarters should provide a slight tailwind for stock investors.
(Check out Ryan Detrick’s blog, the AlmanacTrader blog and this terrific post from Urban Carmel for more information on the Presidential Cycle).
Dana Lyons' Tumblr
Most investors are likely familiar with the Presidential Cycle as it pertains to the stock market. It refers to the tendency of the stock market to generally conform to a certain trading pattern throughout the course of a 4-year Presidential term. While the market obviously doesn’t follow the pattern in lockstep every year, it actually has been pretty consistent historically.
In terms of the market’s current position, bulls will be heartened to hear that stocks are now entering the strongest stretch of the entire cycle. From the 4th quarter of the 2nd year of a president’s term (begins October 1st) through the 2nd quarter of the 3rd year (June 30 next year), the Dow Jones Industrial Average has averaged a 14.6% return since 1900. This is far and away the best of any 3 quarter stretch. This very positive stretch contains 3 of the best 4 performing quarters of the entire Presidential Cycle, on average. Thus, it is not surprising that no other 3-quarter stretch comes close to the one coming up. Now, despite the positive average return over this stretch, we will reiterate that these seasonal type indicators are general tendencies, averaged over a long period. It is not a guarantee that stocks will conform to this pattern during this cycle. Case in point — the last time we posted regarding the Presidential Cycle was 6 months ago. That post pointed out the mirror opposite of this one: that stocks were entering the weakest 2-quarter stretch of the entire Presidential Cycle. Well, far from dropping over the past 2 quarters as it had done on average since 1900, the Dow posted positive returns in both the 2nd quarter and 3rd quarter (as of yesterday), totaling roughly 4%.
Hello jai_hakim I am Dr. Phil, exactlyyyyyyyy.
BABA to the moon la-te-da-la-te-da, exactlyyyyyyyy. So here`s Johnny, Coo coo ca choo!
Wait, what organisation pays for bashing besides the Mafia? That`s a that poor request, exactlyyyyyyyy. What could you do if you had all that information. My organization if you don`t already know then you should do some due diligence, exactlyyyyyyyy. Would I be called one whom bashes? exactlyyyyyyyy, for such a lame post. Also it`s yourselves not yourself, unless there`s only one here who bashes on this message board. Do you have a bash complex jai_hakim or feel insecure with you position in this world or is it your just not comfortable holding BABA`s? I know BABA`s can be tough! If so please call my producers, i`d love to have you on my show. I believe it would be a great topic and i`d help you work through you fears and insecurities. Hope to see you soon as it would be a bombastically good show with just the two of ourselves being natural at being full of ourselves! BTW jai_hakim we do pay all your expenses for you if excepted for a trial run appearance. I know by your post that your insecure and that would be the first question you would ask when you called, exactlyyyyyyy. Dr. Phil signing off. PS: I`m the one and only real person that flew over the cockoo`s nest! Bada bing bada boom.
Long-Term Sentiment Disclosure: jai_hakim hold your mud or Jack squat post.
The underwriters will usually start to support there potion if the stock trades below IPO price. You have been able to short BABA since last Thursday, 3 days after settlement and today was the first day options traded.
Eric Jhonsa, SA News Editor
Reuters reports (citing data from Trade Alert) 45K Alibaba (BABA -1.7%) options contracts have changed hands - 24K calls and 21K puts. TD Ameritrade observes ~70% of calls and ~75% of puts have traded between their bid and ask prices, making for a fairly orderly debut.
Meanwhile, Susquehanna's Brian Nowak is the latest analyst at a non-underwriting firm to launch coverage with a bullish rating (previous). He praises Alibaba's "competitive positioning and asset-light operating structure that will enable it to continue to drive the China e-commerce market while delivering 50%+ EBITDA margins."
Nowak considers Street estimates too low, and predicts Alibaba will post a 28% revenue CAGR through 2018 as the Chinese e-commerce market grows to $1.315T (2.7x the U.S. market). His forecast assumesAlibaba's Chinese e-commerce share will fall to 76% from 81%.
09/26/2014 14:53:13 Sold Short 50 BABA @ $90 $4,489.91
09/26/2014 09:32:47 Sold Short 100 BABA @ $89.61 $8,950.81
09/23/2014 08:43:10 Bought 100 BABA @ $88.80 -$8,889.99
09/22/2014 16:58:33 Bought 50 BABA @ $89.15 -$4,467.49
09/22/2014 16:56:53 Bought 50 BABA @$89.27-$4,473.49
09/22/2014 16:18:21 Bought 15 BABA @ $89.65 -$1,354.74
09/22/2014 15:59:30 Bought 50 BABA @ $89.93-$4,506.49
09/22/2014 13:17:43 Bought 100 BABA @ $90.15 -$9,024.99
09/19/2014 12:31:53 Bought 100 BABA @ $90.75 -$9,084.99
09/19/2014 12:28:31 Bought 100 BABA @ $92.25 -$9,234.99
Shorting was available on 09/25/2014 and my position is a hedge since options are not available until open of regular trading Monday!
By Oliver Renick Sep 24, 2014 9:00 PM PT
Convinced Alibaba Group Holding Ltd. (BABA) is doomed to fall after the world’s biggest initial public offering? Now you can make that bet in the stock market.
Share transactions from the China e-commerce company’s first day of trading on Sept. 19 have been completed after a three-day settlement period and brokers are making them available for loans. That’s the first step in a short sale, where a bearish trader borrows a stock and sells it, hoping to profit by replacing it at a lower price.
By Oliver Renick Sep 24, 2014 9:00 PM PTInvestors who bought when underwriters sold shares in the company’s Sept. 18 IPO were rewarded when the stock surged 38 percent as the companyraised $25 billion. At Interactive Brokers LLC, the interest rate for borrowing Alibaba began at 25 percent yesterday morning before dropping to 7 percent, according to Matt Dahlman, a securities lender at the Greenwich, Connecticut-based firm.
China's E-Commerce Giant
“It’s surprising that it’d be that high given the size of the company, I’d expect over the coming week that it’d come down,” Eric Brock, a portfolio manager at Clough Capital Partners, said by phone. “If you’re an Alibaba shareholder and you get that 7 percent, you’re willing to lend it out.”
The fee for borrowing Facebook Inc., the operator of the world’s largest social network, was 7 percent on its first day, according to SunGard Securities Finance LLC, which tracks data on securities lending. GoPro Inc. shares came with a 70 percent rate.
Underwriters priced Alibaba at $68 on Sept. 18 and the shares opened 36 percent higher the next day at $92.70 and closed at $93.89. They slipped the first two days of this week before rebounding. The shares added 3.9 percent to $90.57 yesterday.
The company’s stock price is about 39 times the average of eight analyst estimates for Alibaba’s adjusted earnings in 2015, according to data compiled by Bloomberg. By Oliver Renick Sep 24, 2014
Hong Kong Democracy Supporters Rail Against China's Plans to Restrict Free Elections what will China take over next? Seems as it`s following in Russians foot steps like maneuvers.
Pro-democracy lawmakers in Hong Kong interrupted a Beijing official mid-speech on Monday as he sought to explain the benefits of new Chinese voting reforms that were announced over the weekend. The government reforms would restrict Hong Kong's ability to freely elect a new leader.
The lawmakers shouted slogans at Li Fei, a deputy secretary general of the Standing Committee of the National People's Congress (NPC), as he delivered a speech about the mainland's decision.
Some stood on chairs in the venue and held signs reading "Shameful" and "Loss of faith," in reference to China's perceived loss of credibility after breaking earlier promises of greater electoral freedom.
Outside the building, chaos ensued as police used pepper spray on members of a radical pro-democracy activist group who were trying to enter the premises and attempting to break the metal barriers surrounding the conference center.
China has granted Hong Kong unprecedented autonomy and expansive freedoms since it was handed back to the mainland in 1997 following 150 years of British colonial rule. The southeast Asian financial hub has been under the mainland policy of "one country, two systems" since that time, and its leadership has been elected by a committee made up of mostly pro-Beijing financial and business tycoons.Hong Kong was set to hold its first democratic popular vote elections in 2017, but these plans were capsized on Sunday with China's announcement that it would be ruling out open nominations for candidates.
The banks should take 6 months to set up and will also have to apply to start operations, the regulator said.
BTW for reference purpose since we can not post URL`s, you can acess the article on Bloombergs site under:
Alibaba Slumps in First Week as Short Sellers Enter Trade
By Belinda Cao Sep 28, 2014 9:00 AM PT
Day one for shareholders of Alibaba Group Holding Ltd (BABA) was great. Week one proved less so.
China’s largest e-commerce company slumped 3.7 percent to $90.46 last week after having soared 38 percent in its Sept. 19 debut on the New York Stock Exchange.
Alibaba, which was founded 15 years ago by Jack Ma, started trading after its record $25 billion initial public offering amid reports that indicated the world’s second-largest economy is slowing as the housing market slumps. While investors looking to tap into the world’s largest market of Internet users piled into the IPO, the economic slowdown is spurring concern the company, which gets almost 90 percent of its sales from China, may struggle to sustain growth.
“The slowdown is real and the impact on Alibaba will be shown some time next year,” David Riedel, president and founder of Riedel Research Group in New York, said in a phone interview. “It makes sense to me that the stock would be flat to down after that big pop the first day because there are obviously some concerns in the market.”
Bearish investors who profit from price declines made their first bets on a retreat in Alibaba, boosting shares sold short to 12.1 million on Sept. 25. The weekly decline in Alibaba pared its advance since the IPO to 33 percent. A Bloomberg index of the most-actively traded Chinese companies in the U.S. retreated 1.8 percent for the week. The KraneShares CSI (KWEB) China Internet Fund, which has Baidu Inc. and Tencent Holdings Ltd. among its holdings posted its third weekly decline, on track for the first monthly drop since April.
Finance Minister Lou Jiwei said Sept. 21 the government won’t make major policy changes in response to economic indicators after data from factory output to retail sales signaled the economic growth is losing momentum. New-home prices dropped in 68 of the 70 cities last month, including in Beijing and Shanghai, the National Bureau of Statistics said Sept. 18, the most since January 2011 when the government changed the way it compiles the data.
The weakness in Alibaba’s stock last week may also be caused by sales from investors who bought shares in the IPO and are now selling with a profit, according to Warren Hickman, a managing director at Shire Capital Management LLC in New York.
“What you are seeing now partially is an adjustment to people who were speculating in the stock and they are taking their profits early,” Hickman said by phone. “Over the next two weeks, you’ll see it fluctuate from its initial opening price, but over the next year you’ll see it climb beyond $93.”
Alibaba surpassed Facebook Inc. in market capitalization on its first trading day after posting the biggest price increase for a new stock offering of at least $10 billion, data compiled by Bloomberg showed. It only trails Apple Inc., Google Inc., and Microsoft Corp. in size among U.S.-traded technology companies.
About 3.3 percent of Alibaba’s listed shares have sold short, according to data compiled by Bloomberg and Markit, a London-based provider of financial information. While the amount was “relatively small” compared to total shares outstanding, it was significant considering the limited shares available to borrow after the IPO, Andrew Laird, a New York-based product specialist at Markit, said in an e-mailed response to questions Sept. 25.