InvestorsHub Logo
Followers 116
Posts 35649
Boards Moderated 2
Alias Born 04/19/2012

Re: ValueInvestor01 post# 150475

Monday, 11/26/2018 2:29:52 AM

Monday, November 26, 2018 2:29:52 AM

Post# of 163718
It is always a subjective measurement except for "Valuation".

The important thing is to include everything that matters and apply the proper weights (for China stocks).

I have been around long enough to figure out what matters.

For instance, "Risk" includes many things especially the things that usually kill a stock like
- VIE's
- Risk if delisting
- Risk of going dark

"Adaptability" is simply the willingness of management to adapt. Which includes cash dividends, stock dividends, spin-offs, etc and listening to your shareholders in general. Which is also a big factor in the China space. The ones that don't adapt are practically dead already.

"Reliability" reflects stability of earnings. Also important for small cap China stocks because it can go from 0 to 100 miles per hour and the other way around. Usually, the other way around.

"Growth" is also subjective. Most things are. The people who deny it are simply being stupid.

---

Join the InvestorsHub Community

Register for free to join our community of investors and share your ideas. You will also get access to streaming quotes, interactive charts, trades, portfolio, live options flow and more tools.