1
seeking alpha上有人说加拿大的PIH，换审计是可能到美国上市，我知道炒股的人，炒到后来都有点神叨叨的，就是有点幻觉，满世界找利好。
Change in Auditors
This is the most interesting point for me. On May 4, 2016, PIH announced that it would be changing its auditors from Davidson & Co. to PriceWaterhouseCoopers. Auditing tests the internal controls of a business and may help to uncover fraudulent practices (should they exist). However, it does not add a lot of value to the business itself. It is a valuable and necessary service to give the public confidence in the legitimacy of the financial statements and disclosures a company makes.
Davidson & Co. is a very well respected local Vancouver audit firm. It had been able to successfully handle PIH‘s growth and migration from the TSX Venture to the full TSX exchange over the last several years. This change in auditor tells me that PIH is planning for something bigger. In my prior career in public accounting, an auditor change to a larger firm often was a pre-cursor to an up-listing to a larger exchange. Institutions and larger investors want to see one of the larger, global accounting firms attesting to a company‘s statements, even if the actual quality of the service is likely somewhat similar (other than the size of the fees). With PIH making this move, it tells me it is preparing to make a move to co-list on an American exchange.
This would give substantially greater exposure for its shares. Even on Seeking Alpha, it is limited to myself and 27 others:
Source: Seeking Alpha
If PIH were to up-list, with the encompassing road show and investor interest, there is a much better chance of price discovery and a re-rating of the stock. This should more than offset the increased listing fees and compliance costs associated with an international listing.
With only 6.7m shares outstanding post-private placement, this also leads me to believe that a share offering would be forthcoming since promoting a share issue without any volume. PIH could easily clear out its debt load with a 1m share offering. Alternatively, it could bring in an acquisition of a complementary business to diversify a bit from the LED lighting trend.
4
近日观日本的许多建筑企业纷纷参与自建房地产出租，原因是资金廉价。德国有一些表现较好的专业出租地产商如ADJ、GYC等。根据以上判断，通缩的未来世界，为争夺有限的承租人收入，房地产与众多产能过剩行业有可能殊途同归最终租金收入才是稀缺的，而房子可能会无限制造出来，这将是房地产业终极恶梦。当然，这必然先从小城市表现出来。
0
ADA中途加仓一倍，摊低了收益率，但现在收益率也有101%，相当于双倍翻番的效果。
0
又看到一些好股，没钱买了，真是郁闷。
0
MEET不错，收益率123%已经。 [引用原文已无法访问]
0
事情就是很怪，所以最好的办法是完全对冲，不然就会上当，恐慌时卖掉，反弹时追高，两边打耳光。
[引用原文已无法访问]
0
英国退欧推出一个小牛市，彻底醉了。。。
1
现在说是没有通胀，那房子涨价就不是通胀吗？现在一百块钱出去能花几下？说没通胀都是睁眼说瞎话罢了，统计局今天这么一改，明天那么一改，GDP总是向上的，通胀总是向下的，失业率总是不变的。
[引用原文已无法访问]
0
在全球放水节奏下，房子只会越来越贵，不买房的人最终就被洗白了，简单地说，就是储蓄价值消失，借钱的人债务倒也清零，借钱有利，存钱无益。
0
全球都进入一种作死的节奏，就是不停发货币，不停贬值，越发越光荣，甚至什么直升机撒钱，TMD，这种事情也是伯克南这种高智商的发明吗？
如果这也算一种高明，那么谁不能做，要你去做？
终极的结果是啥？肯定会有惩罚的，大自然也看不下去，老天会管的。
34
评论(560)
收藏
展开
