Replies to post #1720 on China MediaExpress Holdings, Inc. (fka CCME)

[foggysurf]

"...These institutions are not a bunch of fools, they know good stocks when they see them. It should be deeply concerning to anyone long on this stock that there has not been any analyst coverage yet and that institutional interest has been basically non-existent..."

That is the million dollar question. But you all seem like a pretty savvy group, so what could you have missed that the analysts haven't? I FIRMLY believe, that EVERY public company (OTC and PINK) with stocks for purchase have been reviewed thoroughly by some team, in some panic room in the bowels of NYC or wherever - nothing slips by.

Could IHUB be the pinnacle of retail investors, such that they played up that guy Fernando so he wouldn't sell or tell us to, then slowly take our money...oh i luv a conspiracy!

I only have have about %30 of my money left - 70% gone in the last year. whew. oh well. Go CCME!! (and NEP, LTUS, BSPM, BQI, SNEN, JADA - all darlings on this board) boy did i get swooped, but i haven't sold yet. hahahaha.

[Traderfan]

I think it's perfectly legimitate to discuss these matters here. I think we all know by now that you have been a loyal long and not a basher. If you have the feeling that the stock is going lower or you suspect any problems because of the trading behaviour it's perfectly understandable if you get out for now. At least in my book.

[Drexion2004]

Well, CCME has been going up and down between $10.5 and $14.5 for the past 6 months...So the latest drop is nothing new really.

Regarding analyst coverage, it takes time. We know its coming from what the IR and company have said. CCME did not make any financing deals with Rodnam&Renshaw, Brean-Murray, etc...Thats why it isn't getting coverage from those people.

It takes time for a company to build operating history as well and CCME has been public less than a year. That alone, combined with how out of favor China has been for institutional investors, could explain the lack of institutional-buying demand. They want to see what kind of public-company CCME will turn out to be first. CNYD is going up nicely but it takes VERY little cash to move that stock around while FMCN has been public for many many years and people feel safe with it.

With that said, there has been some institutional buying (and I expect that to pick up pace in the next 6 months). Just take a look at this site: http://www.mffais.com/stock/china-mediaexpress-holdings-inc.html

That institutional-activity looks pretty positive to me.

-Fernando

[Shermadog]

CCME has held up very well in this market.

Short term, yeah we have seen some pain but if you look at the bigger picture you will see that CCME has done VERY well for itself. It has outpreformed almost all stocks in it's sector and even in the US market YTD. That is saying something considering all the risk being taken off. Here the the numbers I think you guys will find interesting.

Year to Date Proformance:

CCME 3.49%
FMCN 7.44%
CNYD -7.56%
VISN -55.40%
AMCN -52.33%
IDI -70.24%


CCME so far this year is 2nd best in it's sector.

Now let's see how CCME holds up to the broader markets YTD:

CCME 3.49%
DOW -2.73%
Nasdaq -2.01%
S&P 500 -3.44%
FXI -2.56%


So CCME has outproformed all the broader markets even though it is much riskier. I think CCME is just finally catching up to the other stocks that have fallen in this market. But I am still very happy with CCME.

Hopefully this will enlighten some people to see the bigger picture. CCME isn't the POS it seems that many are trying to make it out to be.

Compaired to CCME, how much are your other China stocks down YTD? I bet most likely more, I know mine are.