Replies to post #7380 on China MediaExpress Holdings, Inc. (fka CCME)

[cfgjr]

My trade date on the TMI warrant conversion to CCME shares was 01/07/2010. On that date next month, my CCME paper profits become long term gains. At that point I am planning to begin a serious re-allocation in my portfolio since I am currently more top heavy in CCME than I would like to be. Your comment on "better returns elsewhere" will likely come into play particularly if no significant news comes out of the company between now and then..........

[SuperDrive]

You know a lot of companies with no debt, high growth, lots of cash, audited by a big four and that have been trading for 5+ years at a PE below 8?

I'd be glad if you could give me some names...

Management main task is to run a business succesfully, not to keep their eyes on the PPS 24/7 (although I don't say they shouldn't care about the PPS)...

What if they announce a divi beginning of next year the stock shoots up to $26 and after a few weeks, it drops back down to the high tens... You'll propose to Jacky to do lap dances during the investor days they'll organize?

What matters most is that they keep delivering...

They said a divi plan would be announced for 2011, they messed up the PR about the buyback, they better correct it with the divi (or some buyback in Q4), for the rest, I'm confortable being a holder here...