MKArch’s Activity

Thu Dec 11

CAPS Outperform Pitch

MKArch wrote about General Motors (GM) . 12:59 PM

GM Outperform

Morningstar 4-5 star rating that took me a while to get time to pitch. I was hoping to put something more enlightening together but I decided to do a pitch along the lines of the process of making the rec. About 63% upside to Morningstar's fair value [more]

CAPS Outperform Pitch

MKArch wrote about Rayonier Advanced Materials (RYAM) . 12:41 PM

RYAM Outperform

Morningstar 5 star selection. Manufactures cellulose products with little growth prospects,however they just converted about 40% of their production from low margin commodity product to high margin product used in cigarette filters to add capacity to [more]

Tue Dec 9

CAPS Outperform Pitch

MKArch wrote about Tesco (TSCDY) . 1:07 PM

TSCDY Outperform

Betting on a reversion to the mean getting them in the neighborhood of $1/ share in earnings and probably a double or more in the stock. If competition is just starting to eat into Tesco's market share, then my reversion could be in trouble along [more]

Caps Pick

MKArch made a pick in CAPS. 1:01 PM

Tesco (TSCDY) will Outperform the S&P 500

Mon Dec 8

CAPS Underperform Pitch

MKArch wrote about E-House (China) Holdings Limited (EJ) . 3:43 PM

EJ Underperform

Double, Bubble toil and trouble... http://finance.yahoo.com/news/china-hopes-economy-rebound-ignite-101546256.html http://fortune.com/2014/12/08/slowing-growth-housing-bust-why-is-chinas-stock-market-soaring/

CAPS Underperform Pitch

MKArch wrote about Xinyuan Real Estate (XIN) . 3:43 PM

XIN Underperform

Double, Bubble toil and trouble... http://finance.yahoo.com/news/china-hopes-economy-rebound-ignite-101546256.html http://fortune.com/2014/12/08/slowing-growth-housing-bust-why-is-chinas-stock-market-soaring/

CAPS Underperform Pitch

MKArch wrote about NOAH HOLDINGS LTD ADR (NOAH) . 3:42 PM

NOAH Underperform

Double, Bubble toil and trouble... http://finance.yahoo.com/news/china-hopes-economy-rebound-ignite-101546256.html http://fortune.com/2014/12/08/slowing-growth-housing-bust-why-is-chinas-stock-market-soaring/

CAPS Underperform Pitch

MKArch wrote about China Lodging Group (HTHT) . 3:42 PM

HTHT Underperform

Double, Bubble toil and trouble... http://finance.yahoo.com/news/china-hopes-economy-rebound-ignite-101546256.html http://fortune.com/2014/12/08/slowing-growth-housing-bust-why-is-chinas-stock-market-soaring/

CAPS Underperform Pitch

MKArch wrote about China Life Insurance Company Ltd. (ADR) (LFC) . 3:42 PM

LFC Underperform

Double, Bubble toil and trouble... http://finance.yahoo.com/news/china-hopes-economy-rebound-ignite-101546256.html http://fortune.com/2014/12/08/slowing-growth-housing-bust-why-is-chinas-stock-market-soaring/

Caps Pick

MKArch made a pick in CAPS. 3:14 PM

E-House (China) Holdings Limited (EJ) will Underperform the S&P 500

Blog Comment

MKArch commented on MKArch's blog post. 2:51 PM

Danger Will Robinson Danger! (China Version)

The market and the economy are being propped up by the goverment and due to fall in my opinion. I figured I'd let the article and my selected quotes speak for themselves, although my reference to Chanos at then end of my

[more]

Caps Pick

MKArch made a pick in CAPS. 2:43 PM

Xinyuan Real Estate (XIN) will Underperform the S&P 500

Caps Pick

MKArch made a pick in CAPS. 2:34 PM

China Lodging Group (HTHT) will Underperform the S&P 500

Caps Pick

MKArch made a pick in CAPS. 2:33 PM

NOAH HOLDINGS LTD ADR (NOAH) will Underperform the S&P 500

Caps Pick

MKArch made a pick in CAPS. 11:51 AM

China Life Insurance Company Ltd. (ADR) (LFC) will Underperform the S&P 500

Blog Post

MKArch added a blog post. 11:28 AM

Danger Will Robinson Danger! (China Version)

5 Year chart of Shanghai Composite Index, pay particular attention to the end of the chart. [more]

CAPS Underperform Pitch

MKArch wrote about Direxion Daily China Bull 3X Shares (YINN) . 9:41 AM

YINN Underperform

I voluntarily gave up red thumbing ETF's years ago to try to keep my CAPS portfolio more realistic, however after reading the article linked below, I had to find a Shanghai Composite ETF to red thumb. The quotes are just some snippets from the [more]

Caps Pick

MKArch made a pick in CAPS. 9:35 AM

Direxion Daily China Bull 3X Shares (YINN) will Underperform the S&P 500

Sun Dec 7

Blog Comment

MKArch commented on TMFDeej's blog post. 4:18 PM

Special Situation Investing News: Position Size, How Big is Too Big?

I'm a fan of SA author Kuebiko from his work on my latest ChiScam red thumb NQ Mobile (NQ). The article you linked here is a riot. You'd probably enjoy his work on NQ and other stocks as well. As usual, I enjoy your work here Deej

[more]

Sat Nov 29

Blog Comment

MKArch commented on TMFPostOfTheDay's blog post. 8:24 AM

Implications of the Ballad of Ted Plotz

I don't think my fond college memory has any more relevance than your's, however here goes:

 I went to college in lovely Newark New Jersey and lived in a fraternity house across the street from St Michael

[more]

Show More Activity ...

CAPS Stats & Trivia

CAPS Player Rating 99.74
Player Rank 198 out of 75070
Score 11449.66
Score Change Today +87.30
Accuracy 66.39%
Active Picks 192
Total Picks 490
Best Pick ITMN (+696.16)
Worst Pick ARBA.DL (-326.00)
Average Score per Pick 23.37
Charms Earned 14
Highest Rated Favorite AsimovRobot
Go to MKArch’s CAPS page

Boards Stats & Trivia

Big red star, 1000 posts Old School Fool CAPS All Star
Board Posts 1143
Recs Received 2498
People who have rec'd these posts 654
Recs to Posts Ratio (last 30 days) N/A
Threads Started 287
Threads Started Percentage 25.11 %
Most Frequent Board Hidden Gems
Very First Post A HGS: FormFactor post. (12/5/2004)
Percentage of Posts Rec'd 51.53 %
Show MKArch’s 10 Latest Posts