Day: October 9, 2008

Negative Consensus

For the record: My dad is questioning my judgment on my picks, pointing to the fact that they are down. The entire market is down and if the market is…

XIN part 2

M, You’re correct. But, to be honest, that doesn’t matter much. It’s cool, but look at the liabilities. The liabilities are 4x their cash. Sales figures for properties in china…

XIN question 1

Jaime, I am not concerned. The markets are falling and those perceived as the riskiest are sold off the fastest. XIN is perceived as risky because it’s real estate, it’s…