Sino-Forest Corp

TRE-T

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This company is not ACTIVE.

Analysis and Opinions about TRE-T

Signal
Opinion
Expert
COMMENT
COMMENT
August 30, 2012

Sino-Forest Corp.: Would not bank on seeing money from the investment. There is a lot of debt sitting on top of you. You might get pennies on the dollar.

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Sino-Forest Corp (TRE-T)
August 30, 2012

Sino-Forest Corp.: Would not bank on seeing money from the investment. There is a lot of debt sitting on top of you. You might get pennies on the dollar.

COMMENT
COMMENT
August 26, 2011
Sold his positions at about $4.50. Trading has just been suspended by the OSC because of a lack of transparency. Have a lot of cash on the books but also a significant amount of debt.
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Sino-Forest Corp (TRE-T)
August 26, 2011
Sold his positions at about $4.50. Trading has just been suspended by the OSC because of a lack of transparency. Have a lot of cash on the books but also a significant amount of debt.
DON'T BUY
DON'T BUY
August 22, 2011
This is literally a minefield. On an announcement, it can go down or up 20%. There is no form of technical analysis that can be applied to it. There is a tremendous amount of volume at the bottom with some recovery. This is really a gamble.
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Sino-Forest Corp (TRE-T)
August 22, 2011
This is literally a minefield. On an announcement, it can go down or up 20%. There is no form of technical analysis that can be applied to it. There is a tremendous amount of volume at the bottom with some recovery. This is really a gamble.
DON'T BUY
DON'T BUY
August 15, 2011
Doesn't know this one in depth but is aware of the scandals. In this environment there are enough risks that you should stay away from the speculative stocks.
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Sino-Forest Corp (TRE-T)
August 15, 2011
Doesn't know this one in depth but is aware of the scandals. In this environment there are enough risks that you should stay away from the speculative stocks.
COMMENT
COMMENT
August 15, 2011
Very hard to know the fundamentals. He would use an options travel on this one because it will be completely volatile.
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Sino-Forest Corp (TRE-T)
August 15, 2011
Very hard to know the fundamentals. He would use an options travel on this one because it will be completely volatile.
DON'T BUY
DON'T BUY
August 11, 2011
This is currently just a gamble and not investing. They never had a long track record of dividends. Business model was not easy to understand.
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Sino-Forest Corp (TRE-T)
August 11, 2011
This is currently just a gamble and not investing. They never had a long track record of dividends. Business model was not easy to understand.
DON'T BUY
DON'T BUY
August 5, 2011
He was short this as the disclosure issues really bothered him, and they still do. Stay away.
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He was short this as the disclosure issues really bothered him, and they still do. Stay away.
COMMENT
COMMENT
August 3, 2011
An impossible call. You’ve had a changing of hands of the holders. Sensitivity to muddy waters. There have been lots of accidents with China stocks. Hasn’t a clue where it is going.
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An impossible call. You’ve had a changing of hands of the holders. Sensitivity to muddy waters. There have been lots of accidents with China stocks. Hasn’t a clue where it is going.
COMMENT
COMMENT
August 2, 2011
Got out of this when they were misstating their acreage a decade ago. He questions if they are misstating something small, there could be other larger things as will. If you are in this, be very nimble.
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Got out of this when they were misstating their acreage a decade ago. He questions if they are misstating something small, there could be other larger things as will. If you are in this, be very nimble.
DON'T BUY
DON'T BUY
July 25, 2011
Feels there is a bit of a short squeeze going on. A lot of companies that own the stock were not allowing it to be borrowed for shorting. There are 2 Boston based hedge funds that are each in for 10% of the shares. Right now it is a black hole. You just don't know. You are really throwing the dice and taking a risk.
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Feels there is a bit of a short squeeze going on. A lot of companies that own the stock were not allowing it to be borrowed for shorting. There are 2 Boston based hedge funds that are each in for 10% of the shares. Right now it is a black hole. You just don't know. You are really throwing the dice and taking a risk.
DON'T BUY
DON'T BUY
July 13, 2011
Still a lot of anxiety about this company as to whether they have misstated their earnings or assets. A couple of analysts have dropped coverage on this one. Market hates uncertainty. Still have $1.2 billion in cash. Probably best to stay away from this story.
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Still a lot of anxiety about this company as to whether they have misstated their earnings or assets. A couple of analysts have dropped coverage on this one. Market hates uncertainty. Still have $1.2 billion in cash. Probably best to stay away from this story.
COMMENT
COMMENT
July 12, 2011
For years, the auditors have been saying the balance sheet is fine. If there is any validity to their balanced sheet and their current cash position, the upside could be quite exciting. Will be a gamble whichever way you go.
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For years, the auditors have been saying the balance sheet is fine. If there is any validity to their balanced sheet and their current cash position, the upside could be quite exciting. Will be a gamble whichever way you go.
COMMENT
COMMENT
July 12, 2011
Has never held it. Problem is now that he doesn’t know day to day if they have all that timberland. Do they own it or rent it. It is like going to the casino. He would do a put and a call either side. It wont be at this price a month from now. It could go either way.
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Has never held it. Problem is now that he doesn’t know day to day if they have all that timberland. Do they own it or rent it. It is like going to the casino. He would do a put and a call either side. It wont be at this price a month from now. It could go either way.
DON'T BUY
DON'T BUY
July 6, 2011
This one depends on whether you are an investor or a trader. In the short term, you can pick up a few bucks, especially now that it's below $5. He wouldn't touch this one. Doesn't think the story is over.
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This one depends on whether you are an investor or a trader. In the short term, you can pick up a few bucks, especially now that it's below $5. He wouldn't touch this one. Doesn't think the story is over.
DON'T BUY
DON'T BUY
June 29, 2011
The stock is a gamble for anyone trading in that at this time. There are many unknowns that will not be known for some time.
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The stock is a gamble for anyone trading in that at this time. There are many unknowns that will not be known for some time.
DON'T BUY
DON'T BUY
June 24, 2011
Straddle? Oct 3 Calls last traded at $1.20 and the Puts traded at $1.35. The options on the stock tend to have very wide Bid/Ask spreads. Doesn't know if you would be able to get it on at a reasonable price. He would have reservations about doing this.
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Straddle? Oct 3 Calls last traded at $1.20 and the Puts traded at $1.35. The options on the stock tend to have very wide Bid/Ask spreads. Doesn't know if you would be able to get it on at a reasonable price. He would have reservations about doing this.
DON'T BUY
DON'T BUY
June 16, 2011
Allegations by Muddy Waters have devastated the stock. Company has not been vigorous in its defense. Wouldn’t touch this stock.
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Allegations by Muddy Waters have devastated the stock. Company has not been vigorous in its defense. Wouldn’t touch this stock.
HOLD
HOLD
June 13, 2011
A tough call for anybody at this point as nothing has been cleared. Doesn’t expect it’s complete fraud. Doesn’t think it is like a Ponzi scheme. Would continue to hold and wait for more data to come out.
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A tough call for anybody at this point as nothing has been cleared. Doesn’t expect it’s complete fraud. Doesn’t think it is like a Ponzi scheme. Would continue to hold and wait for more data to come out.
DON'T BUY
DON'T BUY
June 13, 2011
Could not get comfortable with this one because of the uncertainty of contract rights.
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Could not get comfortable with this one because of the uncertainty of contract rights.
DON'T BUY
DON'T BUY
June 7, 2011
Would not touch it with a 10-foot pole. Who knows where it is going. If you have it and got it at $20 and now it is at $4 perhaps you wait it out and/or sell out on a strong day.
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Would not touch it with a 10-foot pole. Who knows where it is going. If you have it and got it at $20 and now it is at $4 perhaps you wait it out and/or sell out on a strong day.
COMMENT
COMMENT
June 2, 2011
Forestry just ended its period of seasonal strength. Chart shows that it held at about the $15.50 level but broke down through minorly. A light penetration is OK. If we don’t get a bounce off the $15-$15.25 level quickly, we’ll probably see it at the $10 level.
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Forestry just ended its period of seasonal strength. Chart shows that it held at about the $15.50 level but broke down through minorly. A light penetration is OK. If we don’t get a bounce off the $15-$15.25 level quickly, we’ll probably see it at the $10 level.
SELL
SELL
June 2, 2011
Fraud charges laid and trading has been suspended. 3rd unbiased parties are going to have to go over to China to make sure the company is for real. Until that happens, you are probably better off out of it.
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Fraud charges laid and trading has been suspended. 3rd unbiased parties are going to have to go over to China to make sure the company is for real. Until that happens, you are probably better off out of it.
COMMENT
COMMENT
May 27, 2011
Peers in this sector got hit hard. Ran up to the 50 day, down to the 200 and crashed through the 200, almost equal distance from the peak of the 200 to the low of the 200. This was a sector correction, not a specific stock correction. Long term trend is still intact. Thinks you should be OK with this.
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Peers in this sector got hit hard. Ran up to the 50 day, down to the 200 and crashed through the 200, almost equal distance from the peak of the 200 to the low of the 200. This was a sector correction, not a specific stock correction. Long term trend is still intact. Thinks you should be OK with this.
TOP PICK
TOP PICK
April 7, 2011
Forestry plantations in China. There is a secular shift taking place in China from concrete structures to timber structures, partly because of costs. Chinese government is trying to reduce housing costs for low-income folks. Tremendous amount of damage to concrete structures after the last earthquake.
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Forestry plantations in China. There is a secular shift taking place in China from concrete structures to timber structures, partly because of costs. Chinese government is trying to reduce housing costs for low-income folks. Tremendous amount of damage to concrete structures after the last earthquake.
BUY
BUY
May 10, 2010
Big supplier of wood. Tremendous plantations of eucalyptus in China. Standing timber is one of the great inflation hedges.
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Big supplier of wood. Tremendous plantations of eucalyptus in China. Standing timber is one of the great inflation hedges.
COMMENT
COMMENT
April 6, 2010
Chart shows upward channel with upper resistance-lower support. If it stays within those lines you will do well. However steepness of the rally is starting to decline and expects it will consolidate around $20, which suggests some trading activity between $18.50 and $21.50 and could go on for maybe 3 or 4 months before a breakout.
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Chart shows upward channel with upper resistance-lower support. If it stays within those lines you will do well. However steepness of the rally is starting to decline and expects it will consolidate around $20, which suggests some trading activity between $18.50 and $21.50 and could go on for maybe 3 or 4 months before a breakout.
DON'T BUY
DON'T BUY
March 26, 2010
Produces lumber for the Chinese market, which makes the stock's valuation dependent on what the world believes about China's growth. Valuation is reasonable if China continues to grow. He would prefer a more diversified way by looking at a materials-sector investment.
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Produces lumber for the Chinese market, which makes the stock's valuation dependent on what the world believes about China's growth. Valuation is reasonable if China continues to grow. He would prefer a more diversified way by looking at a materials-sector investment.
DON'T BUY
DON'T BUY
March 16, 2010
It’s a long story. Enormous plantations of eucalyptus in China. You are buying cash flow and the growing wood. Better managed than people feared a few years ago.
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It’s a long story. Enormous plantations of eucalyptus in China. You are buying cash flow and the growing wood. Better managed than people feared a few years ago.
VAGUE
VAGUE
January 21, 2010
Brilliantly run company. Intelligent in this business. Feeding its product into a Chinese environment.
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Sino-Forest Corp (TRE-T)
January 21, 2010
Brilliantly run company. Intelligent in this business. Feeding its product into a Chinese environment.
COMMENT
COMMENT
January 15, 2010
Great looking chart and reaching new highs. Use a finance site (Stockchart.com or Globeinvestor) and draw a 100 and 200 day moving average, which gives you a trailing stop loss. Get out a half position if it drops below the 100-day and out of the full position if it drops below the 200-day. Could see this going to $25.
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Sino-Forest Corp (TRE-T)
January 15, 2010
Great looking chart and reaching new highs. Use a finance site (Stockchart.com or Globeinvestor) and draw a 100 and 200 day moving average, which gives you a trailing stop loss. Get out a half position if it drops below the 100-day and out of the full position if it drops below the 200-day. Could see this going to $25.
PARTIAL BUY
PARTIAL BUY
January 11, 2010
Good earnings, P/E and margins. FMV continues to rise. Wouldn't buy your whole position at one time. May be opportunities to get it cheaper.
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Sino-Forest Corp (TRE-T)
January 11, 2010
Good earnings, P/E and margins. FMV continues to rise. Wouldn't buy your whole position at one time. May be opportunities to get it cheaper.
DON'T BUY
DON'T BUY
December 29, 2009
If lumber pries remain stable it can rise from its current price. Return on capital and operating margins are good. Selling lumber into this environment is tough. You will have to be patient since you are buying a company is that is close to commodity prices.
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Sino-Forest Corp (TRE-T)
December 29, 2009
If lumber pries remain stable it can rise from its current price. Return on capital and operating margins are good. Selling lumber into this environment is tough. You will have to be patient since you are buying a company is that is close to commodity prices.
BUY
BUY
December 17, 2009
Great name. Basically a timber/lumber company. Growth in China is phenomenal. Trading at forward earnings of 9X. Has just come down to a 50 day moving average, so it looks attractive. Last quarter made $.52 while the Street estimated $.41.
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Sino-Forest Corp (TRE-T)
December 17, 2009
Great name. Basically a timber/lumber company. Growth in China is phenomenal. Trading at forward earnings of 9X. Has just come down to a 50 day moving average, so it looks attractive. Last quarter made $.52 while the Street estimated $.41.
BUY
BUY
November 17, 2009
(Market Call Minute.) Thinks this one will do well. 26% earnings growth. Expect you will be happy a year from now.
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Sino-Forest Corp (TRE-T)
November 17, 2009
(Market Call Minute.) Thinks this one will do well. 26% earnings growth. Expect you will be happy a year from now.
COMMENT
COMMENT
May 12, 2009
If you want exposure to the forestry sector in China, this is the go-to name. The long-term story with regards to free cash flow generation is very good if they execute on the plan.
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If you want exposure to the forestry sector in China, this is the go-to name. The long-term story with regards to free cash flow generation is very good if they execute on the plan.
SELL
SELL
August 20, 2008
Sold his holdings about a year ago mainly because of the uncertain market. Still have decent valuations. If it went back to $12/$13 he would Buy back in.
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Sino-Forest Corp (TRE-T)
August 20, 2008
Sold his holdings about a year ago mainly because of the uncertain market. Still have decent valuations. If it went back to $12/$13 he would Buy back in.
SELL
SELL
Sino-Forest Corp (TRE-T)
August 14, 2008