Category: To Long

Shin-Etsu Chemical Co., Ltd. (SEH.F) 信越

Shin-Etsu Chemical Co., Ltd. (SEH.F) 信越 (4063.jp) is the largest 12-inch silicon substrate maker in the world. 

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Alarm.Com (ALRM)

Alarm.Com (ALRM) is a platform solution for the connected property. The Company offers a suite of cloud-based solutions for the smart home and business, including interactive security, video monitoring, intelligent automation and energy management. The Company operates through two segments:

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TEGNA Inc. (TGNA)

TEGNA Inc. (TGNA) has a portfolio of media and digital businesses that provide content.  As of December 31, 2016, its media business included 46 television stations. Its Digital business segment consists of four business units, including Cars.com, CareerBuilder, G/O Digital and Cofactor.

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VALERO ENERGY PARTNERS (VLP)

VALERO ENERGY PARTNERS (VLP)  owns, operates, develops and acquires crude oil and refined petroleum products pipelines, terminals, and other transportation and logistics assets.  

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Trading of YY

YY is a great company, a leader in China’s new Live Show on PC and mobile phones.  The revenue and profits are in high number ( RBM 6 Billion and 2 billion roughly for 2016), and growing fast. PE is

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Agree Realty Corporation (ADC)

Agree Realty Corporation (ADC) is an integrated real estate investment trust (REIT) primarily focused on the ownership, acquisition, development and management of retail properties. The Company operates through Agree Limited Partnership (the Operating Partnership). As of December 31, 2016, its portfolio

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NetEase (NTES)

NetEase (NTES) is a leading online game company in China. Together with Tencent, they own about 70% of China online game market (2016). Its share prices have gone up 1000 times in the past 14 years !

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ChangYou.com (CYOU)

Changyou.com (CYOU) develops and operates online games in the People’s Republic of China. The company operates through Online Game, Platform Channel, and Others segments. It develops, operates, and licenses online games, including interactive online games that are accessed and played

Brookfield Asset Management (BAM)

Brookfield Asset Management (BAM) is a global alternative asset manager. The Company owns and operates assets with a focus on property, renewable energy, infrastructure and private equity. The Company operates in eight segments: Asset Management, Property, Renewable power, Infrastructure, Private

Apollo Commercial Real Estate Finance, Inc. (ARI)

Apollo Commercial Real Estate Finance, Inc. (ARI) is a real estate investment trust (REIT). The Company primarily originates, acquires, invests in and manages performing commercial first mortgage loans, subordinate financings, commercial mortgage-backed securities (CMBS) and other commercial real estate-related debt

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