QIHU is one of the huge momentum leaders in 2013 and early 2014 that has been smacked in the past 2 months. The stock was a favorite among investors looking to get exposure to the …
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Bubble talk was sooooo Spring 2014. Remember when it felt like the sky was falling in social media, Chinese internet, cloud, web security and 3D stocks?? Well, rest assured many stocks and sectors have found their way back to …
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Famous Chinese Proverb: 山雨欲来风满楼 – Coming events cast their shadows before them The Chinese internet sector’s performance has been more tame in 2014 relative to 2013. Stocks within the sector have shown very divergent performance, with winners …
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QIHU, the Chinese internet security and search company reports their Q1 results tonight after the close. The options market is implying about a 6.5% one day move tomorrow which is inline with the 4 qtr …
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The secular theme of Chinese internet continues to be at the top of our board for the next few years. We think this story has only just begun, even after all of the excitement in …
Continue readingOne of the worst performing stocks on my board yesterday was QIHU, down 9.5%. The company actually beat both earnings and revenues estimates, but expectations among traders was higher still. Guidance was actually better than …
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MorningWord 10/21/13: When I started in this business in the mid to late 1990s the notion of getting a “double” in a stock was something that the old timers told me told me could be …
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Yesterday’s 2%+ ripper was the biggest single largest percentage move higher in the SPX index since January 2nd, 2013, which also happened to be due to the fiscal cliff resolution. That was also a 36 …
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China, the great 21st century growth story, has shown serious signs of strain this year. Both the Shanghai and Hang Seng indices are in the red in 2013, despite a generally strong equity environment globally. …
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Any trader or investor eventually learns that Fear is a stronger emotion than Greed. That’s the basis of the observation that asset prices use the escalator up and the elevator down, by grinding higher as they appreciate, …
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