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Xinyuan Real Estate: Down, But Not Out

August 20, 2019

Summary:

- Xinyuan reported solid Q2 2019 results, but there are still some risks to the story.

- I do not believe that Xinyuan has a debt problem, but, in my opinion, this thought could change in short order.

- I hold a Xinyuan position, and I plan to stay long the stock.

 

Xinyuan Real Estate's ($XIN) stock is up over 11% so far in 2019, but XIN shares are still significantly underperforming the S&P 500 (SPY) over the last 8 plus years.

 

The poor stock performance has been a drag on the results for the R.I.P. portfolio, but, in my opinion, there are still reasons to stay long Xinyuan. Simply put, the stock is down, but it's not out.

 

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