mojotronic's Comments Stream Stats
- 16 Comments, 0
, 0 
- Total Comment Stream rating - = 0
- Free E-Newsletters
- About Seeking Alpha
- About Us
- Contact Us
- What's New
- Readers Feedback
- Advertise With Us
- Contributors
- Contribute an Article
- Feature Your Book
- Our Contributors
- Anonymous Contributions
- Dispute an Article?
- Legal
- Terms of Use
- Privacy
- Copyright
Alt Energy and Trading Green
China Organic Agriculture Buys Vineyard: Business or Pleasure?
Demand in China for foreign wines, including those produced in California, is growing rapidly. In 2007, the import of wine into China totaled approximately 54 million bottles, representing a 125% growth from 2006, according to the latest report of the International Wine and Spirit Competition. The market share of imported wines in China increased from 6.6% in 2006 to 10% in 2007, while industry analysts project that share will reach 18% in 2008. Total wine consumption in China is expected to increase 65% from 2001 to 2010, a growth rate 6.5 times faster than the global average.
CNOA has grown their rice profits exponentially for the last three years and should have no problem increasing their profits in the fast growing wine business. I like that they're aggressively expanding their business portfolio, and seriously suspect the author of this article is short on CNOA and unable to buy back in at the moment.
China Organic Agriculture Buys Vineyard: Business or Pleasure?
Short Ideas: Kick GM While It's Down
Mr. Wendling is totally correct about short manipulation of the market.
John Lee is naive and simplistic about "weak" and "strong" stocks.
Deregulated "short interest" in today's markets is probably the single most important factor creating instability, even more than the price of oil or the falling dollar. While millions of new investors pour into the markets due to the lure of cheap online trading, their attempts at fundamental or technical analysis are thwarted by the collusion of short fund managers and short editorialists, who attack entire sectors, driving down the price of good and bad companies indiscriminately.
Eventually all these new investors--the millions who are outside the Wall Street loop--will give up trying and take their money to the bond and real estate markets. If you can't sell a house, at least you can rent it.
Short-sighted, unregulated greed will be the downfall of Wall Street.
Green Bio-Refining Up, Solar Stocks Down
As for solars, they are one of the most popular sectors for investors today, which means they are a prime target for short sellers. The relaxation of rules regarding short selling has created a boom short market, with short and ultra-short funds ruining entire sectors of otherwise good investments.
Perhaps when enough investors are turned off by the greatly increased risks in this unregulated "Wild West" market system and start pulling their money out in record droves, the SEC will wise up and restore some semblance of sanity and fair play.
Wind Is In - Cramer's Mad Money (5/27/08)
and although a young company have been very profitable.
CNOA.OB
China's Agriculture Sector Is Ripe for Investment
Should We Force a Housing Bottom?
As far as the housing market goes, the war on the middle class is being waged from both the right and the left, and the entire real estate policy of the Federal government needs to be reexamined from top to bottom. Entire cities are being destroyed by the cancer of Section 8--which is in fact corporate welfare for slum landlords. It's not a racial issue. Working and middle class families of all races are deprived of life quality and lose property value when too many Section 8 tenants invade their neighborhoods.
When mayors attempt to put reasonable restraints on the number of homes in any area that can be Section 8'ed, the Feds threaten to pull their Federal funds. Meanwhile Federal laws override state eviction laws making it extremely difficult to evict problem tenants, but don't reimburse landlords for damages done to property.
While the housing market was booming in upscale areas, Section 8 landlords were amassing huge portfolios of properties by renting to lowlife tenants who scared out older residents, driving property prices lower in those middle class neighborhoods, allowing the landlords to scoop them up without limitations. Horror stories abound about the activities of many Section 8 tenants, but like all slum landlords, the Section 8 landlords are only concerned about the government checks pouring into their mailboxes, which they use to bankroll more properties.
The combination of unrestrained acquisition, neglectful management and inability to discipline tenants means neighborhoods that were healthy and stable for half-a-century or longer have devolved in less than a decade into burned-out, half-occupied slums.
Unfortunately this is one problem that neither the Democrats nor the Republicans will ever address, so inner city neighborhoods will continue to be rotating slums, destined for the wrecking ball and eventual reclamation by tract housing developers (very far into the future). So even the most visionary mayor attempting to rebuild a blighted city will have his hands tied by the Feds.
China's Agriculture Sector Is Ripe for Investment
Rep. Kanjorski's Unreasonable, Unconscionably Ridiculous Idea
Further Musings on Solar Stocks
GSI
Aggressive management. Solid record of exponential earnings growth, projected to continue
via acquisitions, increasing value of product, expansion of China's economy and infrastructure.
Read the accompanying articles, particularly The Long Case for General Steel Holdings.
The more you learn about this company, the more impressive it is.
CNOA.OB
With hundreds of millions of Chinese laborers moving to new urban developments from the farmlands, that means hundreds of millions of Chinese who won't be getting their rice from the soil, but from companies like China Organic.
China's government is being aggressive in helping its industries grow, and is equally aggressive when it comes to dealing with crime. Do you think they'd go easy on a company that perpetrated any sort of fraud which led to decreased investor confidence in Chinese stocks, affecting China's economy on a macro level? China is not the U.S., where white collar criminals are coddled, the Feds jump in to bail out multi-billion dollar corporations, and the economy is in a shambles. In China a crooked exec is likely to literally end up with his head on the chopping block, as happened with the pet food scandal.
I'll gladly take a chance on China's rice. With Bush in office for another for another seven months, America is more likely to go bankrupt.
CNOA.OB
1) Steady exponential growth year after year.
2) Impressively credentialed management, who espouse future aggressive growth.
3) Trading at just 6x its EPS.
4) Deals in a staple product in a booming economy.
Rarely does a company with so many positive indicators trade at such a low price. CNOA.OB is just waiting to be discovered.
Go to their website and see if you're not convinced:
www.chinaorganicagricu...
"Building shareholder value is the driving force behind China Organic Agriculture. Our senior management team continues to deliver on this mission by consistently increasing margins – currently over 40% – and by continuing to build upon our 100% annual revenue growth
for the trailing four years.
For the nine months ended September 30, 2007, the Company’s revenue was $28.8 million, a 419% increase over $5.5 million for the comparable period of 2006. For the nine months ended September 30, 2007 net income was $9.6 million, a 360% increase over $2.1 million for the comparable period of 2006.
The Company projects full year 2007 sales to be within a range of $43 to $47 million and net income to be within a range of $13 to $15 million. China Organic Agriculture has experienced significant growth since its inception in 2002, and as an agricultural company is exempt from income taxes in China."