I'm busy working on my blog posts. Watch this space!
August 20, 2019
- 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.
Read more here.
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