Replies to Post #59740 onChina Growth Stocks

TEN AMIGOS

Actually, only 9... That's three amigos, squared.

DGW - though a significant amount of short interest sitting around, I believe in the business. They're putting forth a good product mix and the share at this price is an early Xmas buying spree for me.
CGPI - "On a long enough timeline, the survival rate for everyone drops to zero." This company will profit more as individual wealth increases.
CNOA - Like BMWs and iPhones (and burial accommodations), this should grow along with indiv. wealth. Rev and profit not in good trend, yet, though.
YGE
SOLR
YONG
NEP
CCME
UTA

value1008

11/22/10 2:44 PM

#59938 RE: Rames #59740

Top ten Amigos, in no order, except for CCME as top pick...

CCME
NEP
CGPI
LTUS
CNAM
NIV
CHBT
CELM
DHRM
ZSTN

I also think well of future prospects for UTA, JADA, CKGT, CNYD, SOKF, CPQQ, CBEH, and many others...

(Note that i don't invest in or look into coal stocks [except that cleaner "slurry" coal stock SCEI] or meat/fish cos., so these will always be missing on my quarterly Amigo lists)

NF

11/22/10 2:54 PM

#59940 RE: Rames #59740

10 Amigos

CCME
SIHI
NIV
CNTF
KNDI
ALIF
XING
DHRM
CELM
LLEN

Michael Anderson

11/22/10 7:21 PM

#59969 RE: Rames #59740

Top Ten:

BSPM
ONP
NEP
SIAF
CKGT
SCEI
CCME
HFGB
NUIN
LPH
NEWN

v80alue

11/22/10 7:22 PM

#59970 RE: Rames #59740

My picks with short reasoning and low target

ENHD.OB: low PE,PB,PS, stable margin, Best risk/reward prospect in 2011 Target at lest 6-10
FEEC.OB: Great potential speculatively. Runup may occur in 2012. Eventual target 3-20. 2011 target 1.5-3.
HFGB.OB: high EPS growth potential. Target 1.47 PE=7
CGPI.OB: low PE, stable/high margin. target 8.7 PE=6.
UTA: Stable margin, very cheap comparing peer. target $12
LPH: production ramp-up. target 4.55
CCME: Boards favorite. high margin. ROE. target 25-50
CKGT.OB: Revenue growth is there, may eventually reflect on EPS
target 2
BSPM: high growth/high margin, low PE. target 7
CHGY.OB: Good position in Coal/Inner Mongolia. uplist soon.
Depending on aquisition choice, it may runup quickly in H1. target 5-7

HarryDee

11/23/10 11:09 AM

#60084 RE: Rames #59740

Amigo list
CCME
LIWA
LPH
CCCL
UTA
ZSTN
CGPI
LNDT
YONG

GumSaiLay

11/23/10 11:14 AM

#60085 RE: Rames #59740

Top 10 -

UTA
ZSTN
YONG
NEP
NEWN
CCCL
TSTC
CCME
AERL
LPH

Rames

11/23/10 2:10 PM

#60140 RE: Rames #59740

Submissions Deadline: Friday, November 26

Most mentioned stocks so far

CCME 19
UTA 16
NEP 13
CGPI 12
ZSTN 12
YONG 11

All submissions I have now

All Luck - CCME, CGPI, CNOA, DGW, NEP, SOLR, UTA, YGE, YONG
chrich12 - CCCL, CCME, CELM, CHBT, JKS, NEP, SIAF, YGE , YONG, ZSTN
double gold - CPQQ, GFRE, HEAT, LIWA, LLEN, NEP, NEWN, UTA, YONG, ZSTN
ewwwlala - CNBI, CSGH, ENHD, HFGB, JADA, LPH, LTUS, PFGY, XNYH, ZSTN
GumSaiLay - AERL, CCCL, CCME, LPH, NEP, NEWN, TSTC, UTA, YONG, ZSTN
handbelleditor - CCME, CHBU, CSGH, GFRE, JADA, SIAF, UTA, YHGG, ZSTN
HarryDee - CCCL, CCME, CGPI, LIWA, LNDT, LPH, UTA, YONG, ZSTN
joenatural - AERL, CCME, CHNC, CTXIF, HRBN, SBAY, TXIC, UTA, YONG, ZSTN
Koufax - CCCL, CCME, CRUI, JADA, LIWA, LLEN, NUIN, SIHI, UTA, YHGG
lmcat - AERL, CCME, CHGY , CNWD, LPH, OINK, PUDA, SIAF, UTA
michael_anderson210 - BSPM, CCME, CKGT, HFGB, LPH, NEP, NUIN, ONP, SCEI, SIAF
NF - ALIF, CCME, CELM, CNTF, DHRM, KNDI, LLEN, NIV, SIHI, XING
nsomniyak - BSPM, CCME, CGPI, CNWD, CSGH, JADA, NEP, NTCXF, TSTC, YONG
pmony5 - CCCL, CCME, DQ, GFRE, NEP, NOAH, TSTC, YONG
Rames - CGPI, CHRM, HFGB, JKS, NEWN, OINK, SGTI, SGZH, TSL, YONG
rru2s - AERL, CCCL, CHGY, LLEN, LPH, LTUS, NEP, SIHI, UTA, ZSTN
RyanW439 - CCME, CGPI, CKGT, HRBN, LPH, NEP, UTA
SaltyDawg - AERL, AKRK, CCME, CGPI, EGI, LPH, NEP, SPU, UTA, ZSTN
SSKILLZ1 - AERL, BSPM , CCME, CGPI, CIHD, NIV, UTA, WKBT, ZOOM, ZSTN
tbirdman - CCCL, CGPI, CHNC, CIWT, GFRE, LNDT, NEP, PSOF, SRRY, UTA
tika1 - AERL, BWOW, CIHD, CKGT, ENHD, JADA, SIAF, UTA, XNYH, YONG
Traderfan - CCCL, CCME, CGPI, JKS, OINK, SIAF, SKBI, WKBT, YHGG, ZSTN
v80alue - BSPM, CCME, CGPI, CHGY, CKGT, ENHD, FEEC, HFGB, LPH, UTA
value1008 - CCME, CELM, CGPI, CHBT, CNAM, DHRM, LTUS, NEP, NIV, ZSTN
viking86 - CCME, CGPI, CHBT, NEP, SIAF, SKBI, TRIT, TSTC, UTA, YONG

nole92

11/23/10 2:13 PM

#60142 RE: Rames #59740

10 Amigos

TSTC
YONG
ZOOM
CCCL
SOL
WKBT
CAST
JADA
NEP
GAGA

cleezdeez

11/23/10 3:18 PM

#60175 RE: Rames #59740

Eight Hombres

CCCL- very cheap, nice floor at $7.75
CCME- preaching to the choir...
CGPI- stable, simple business + undervalued shares
LPH- diesel shortage could be big if mgmt plays it right
NEP- if IR gets it together or the oil price jumps, so too do the shares
SIAF- conservative guidance of .49 EPS in 2011, our research shows 2012 EPS could be north of $1, trading around BV, multiple positive catalysts ahead, incredible potential over the next decade, impressive mgmt/IR
UTA- great play on emerging Chinese middle-class, cheap, especially considering NYSE listed
ZSTN- still under-appreciated GPS segment will drive earnings growth going forward, pristine balance sheet

Rames

11/26/10 3:05 AM

#60387 RE: Rames #59740

Reminder: 10 Amigos Submission Deadline TODAY

Here are all the lists so far:

abh3vt - AERL, BSPM, CCME, CGPI, NUIN, SKBI, VLOV, ZSTN
All Luck - CCME, CGPI, CNOA, DGW, NEP, SOLR, UTA, YGE, YONG
chrich12 - CCCL, CCME, CELM, CHBT, JKS, NEP, SIAF, YGE , YONG, ZSTN
cleezdeez - CCCL, CCME, CGPI, LPH, NEP, SIAF, UTA, ZSTN
danduedil67 - CCCL, CCME, JKS , LPH, LTUS, NEP, SIAF, UTA, YONG, ZSTN
double gold - CPQQ, GFRE, HEAT, LIWA, LLEN, NEP, NEWN, UTA, YONG, ZSTN
ewwwlala - CNBI, CSGH, ENHD, HFGB, JADA, LPH, LTUS, PFGY, XNYH, ZSTN
GumSaiLay - AERL, CCCL, CCME, LPH, NEP, NEWN, TSTC, UTA, YONG, ZSTN
handbelleditor - CCME, CHBU, CSGH, GFRE, JADA, SIAF, UTA, YHGG, ZSTN
HarryDee - CCCL, CCME, CGPI, LIWA, LNDT, LPH, UTA, YONG, ZSTN
hgm - BSPM, CCCL, CEHD, CKGT, CNTF, JADA, JKS, LNDT, LTUS, SIHI
joenatural - AERL, CCME, CHNC, CTXIF, HRBN, SBAY, TXIC, UTA, YONG, ZSTN
Koufax - CCCL, CCME, CRUI, JADA, LIWA, LLEN, NUIN, SIHI, UTA, YHGG
lmcat - AERL, CCME, CHGY , CNWD, LPH, OINK, PUDA, SIAF, UTA
michael_anderson210 - BSPM, CCME, CKGT, HFGB, LPH, NEP, NUIN, ONP, SCEI, SIAF
NF - ALIF, CCME, CELM, CNTF, DHRM, KNDI, LLEN, NIV, SIHI, XING
nole92 - CAST, CCCL, GAGA, JADA, NEP, SOL, TSTC, WKBT, YONG, ZOOM
nsomniyak - BSPM, CCME, CGPI, CNWD, CSGH, JADA, NEP, NTCXF, TSTC, YONG
pmony5 - CCCL, CCME, DQ, GFRE, NEP, NOAH, TSTC, YONG
Rames - CGPI, CHRM, HFGB, JKS, NEWN, OINK, SGTI, SGZH, TSL, YONG
rru2s - AERL, CCCL, CHGY, LLEN, LPH, LTUS, NEP, SIHI, UTA, ZSTN
RyanW439 - CCME, CGPI, CKGT, HRBN, LPH, NEP, UTA
SaltyDawg - AERL, AKRK, CCME, CGPI, EGI, LPH, NEP, SPU, UTA, ZSTN
SSKILLZ1 - AERL, BSPM , CCME, CGPI, CIHD, NIV, UTA, WKBT, ZOOM, ZSTN
swampdonkey - AERL, BSPM, CCME, CGPI, CKGT, LPH, NEP, NEWN, SIAF, TSTC
tbirdman - CCCL, CGPI, CHNC, CIWT, GFRE, LNDT, NEP, PSOF, SRRY, UTA
tika1 - AERL, BWOW, CIHD, CKGT, ENHD, JADA, SIAF, UTA, XNYH, YONG
Traderfan - CCCL, CCME, CGPI, JKS, OINK, SIAF, SKBI, WKBT, YHGG, ZSTN
v80alue - BSPM, CCME, CGPI, CHGY, CKGT, ENHD, FEEC, HFGB, LPH, UTA
value1008 - CCME, CELM, CGPI, CHBT, CNAM, DHRM, LTUS, NEP, NIV, ZSTN
viking86 - CCME, CGPI, CHBT, NEP, SIAF, SKBI, TRIT, TSTC, UTA, YONG

ZoZoStockWatch

11/26/10 4:51 AM

#60388 RE: Rames #59740

TEN AMIGOS

AERL CCME LLEN BSPM ZSTN UTA NEWN GFRE NEP PUDA

researcher59

11/26/10 6:13 AM

#60393 RE: Rames #59740

My 10 Amigos -

CCME
ZSTN
LPH
NIV
BSPM
CCCL
NEWN
JGBO
CHNC
SKBI

realfast95

11/26/10 8:00 AM

#60401 RE: Rames #59740

Amigos
CHGY.OB - 1.92 reverse and uplist coming
NEP - 6.7 - coming out of the dog house
CCME - 17.15 - band wagon
LPH - 2.6 - Navellier target 5
NEWN - 7.91 - doing everything right
LLEN - 9.98 - RC target 19.50
JADE - 3.83 - Roth target 6.75 Navellier target 11
CJJD - 4.75 - R&R target 7
BSPM - 2.96 - R&R target 7
CSGH.OB - 1.07

lostmyballs

11/26/10 9:44 AM

#60415 RE: Rames #59740

Top 10 AMIGOS

LNDT,CNET,GFRE,YONG,TSTC,NUIN,CREG,NFEC,AMCF,YHGG

Rames

11/26/10 1:05 PM

#60446 RE: Rames #59740

10 Amigos Submissions

Deadline is tonight! If you were taking a Thanksgiving break and read this on Saturday, just post it - I won't compile the new CGS (ECSC) Index until Sunday morning, so I can still add some late submissions.

Here are the lists I currently have. If your name is not on this list then I probably missed your post.

abh3vt - AERL, BSPM, CCME, CGPI, NUIN, SKBI, VLOV, ZSTN
All Luck - CCME, CGPI, CNOA, DGW, NEP, SOLR, UTA, YGE, YONG
atco1982 - CCME, CKGT, CSGH, GHNA, JADA, KNDI, LPH, NUIN, SIAC, TXIC
Bob Stocks - AERL, AMCF, APWR, CCCL, CGPI, JASO, JKS, UTA, YGE, ZSTN
chrich12 - CCCL, CCME, CELM, CHBT, JKS, NEP, SIAF, YGE , YONG, ZSTN
cleezdeez - CCCL, CCME, CGPI, LPH, NEP, SIAF, UTA, ZSTN
danduedil67 - CCCL, CCME, JKS , LPH, LTUS, NEP, SIAF, UTA, YONG, ZSTN
double gold - CPQQ, GFRE, HEAT, LIWA, LLEN, NEP, NEWN, UTA, YONG, ZSTN
ewwwlala - CNBI, CSGH, ENHD, HFGB, JADA, LPH, LTUS, PFGY, XNYH, ZSTN
Fi - AERL, CCCL, CCME, LPH, NEP, SIAF, UTA, YHGG
GumSaiLay - AERL, CCCL, CCME, LPH, NEP, NEWN, TSTC, UTA, YONG, ZSTN
handbelleditor - CCCL, CCME, CHBU, CSGH, GFRE, JADA, SIAF, UTA, YHGG, ZSTN
HarryDee - CCCL, CCME, CGPI, LIWA, LNDT, LPH, UTA, YONG, ZSTN
hgm - BSPM, CCCL, CEHD, CKGT, CNTF, JADA, JKS, LNDT, LTUS, SIHI
Jo Teng - CSGH, LPH, SIAF
joenatural - AERL, CCCL, CCME, CHNC, CTXIF, HRBN, SBAY, UTA, YONG, ZSTN
Koufax - CCCL, CCME, CRUI, JADA, LIWA, LLEN, NUIN, SIHI, UTA, YHGG
landm19 - AERL, BSPM, CCME, GFRE, LLEN, NEP, NEWN, PUDA, UTA, ZSTN
lmcat - AERL, CCME, CHGY , CNWD, LPH, OINK, PUDA, SIAF, UTA
lostmyballs - AMCF, CNET, CREG, GFRE, LNDT, NFEC, NUIN, TSTC, YHGG, YONG
michael_anderson210 - BSPM, CCME, CKGT, HFGB, LPH, NEP, NUIN, ONP, SCEI, SIAF
NF - ALIF, CCME, CELM, CNTF, DHRM, KNDI, LLEN, NIV, SIHI, XING
nole92 - CAST, CCCL, GAGA, JADA, NEP, SOL, TSTC, WKBT, YONG, ZOOM
nsomniyak - BSPM, CCME, CGPI, CNWD, CSGH, JADA, NEP, NTCXF, TSTC, YONG
pmony5 - CCCL, CCME, DQ, GFRE, NEP, NOAH, TSTC, YONG
Post-it - CCME, CGPI, CGYV, GFRE, KNDI, MY, NUIN, SIAF, UTA, YHGG
Rames - CGPI, CHRM, HFGB, JKS, NEWN, OINK, SGTI, SGZH, TSL, YONG
realfast95 - BSPM, CCME, CHGY, CJJD, CSGH, JADE, LLEN, LPH, NEP, NEWN
researcher59 - BSPM, CCCL, CCME, CHNC, JGBO, LPH, NEWN, NIV, SKBI, ZSTN
rjeezy007 - CCCL, CCME, CNYD, HRBN, LPH, SIAF
rru2s - AERL, CCCL, CHGY, LLEN, LPH, LTUS, NEP, SIHI, UTA, ZSTN
RyanW439 - CCME, CGPI, CKGT, HRBN, LPH, NEP, UTA
SaltyDawg - AERL, AKRK, CCME, CGPI, EGI, LPH, NEP, SPU, UTA, ZSTN
SSKILLZ1 - AERL, BSPM , CCME, CGPI, CIHD, NIV, UTA, WKBT, ZOOM, ZSTN
swampdonkey - AERL, BSPM, CCME, CGPI, CKGT, LPH, NEP, NEWN, SIAF, TSTC
tbirdman - CCCL, CGPI, CHNC, CIWT, GFRE, LNDT, NEP, PSOF, SRRY, UTA
tika1 - AERL, BWOW, CIHD, CKGT, ENHD, JADA, SIAF, UTA, XNYH, YONG
tmcal6 - CCGY, CCME, CHGY, JADA, LPH, NEP, SIAF, TSTC, WKBT, YHGG
Traderfan - CCCL, CCME, CGPI, JKS, OINK, SIAF, SKBI, WKBT, YHGG, ZSTN
v80alue - BSPM, CCME, CGPI, CHGY, CKGT, ENHD, FEEC, HFGB, LPH, UTA
value1008 - CCME, CELM, CGPI, CHBT, CNAM, DHRM, LTUS, NEP, NIV, ZSTN
viking86 - CCME, CGPI, CHBT, NEP, SIAF, SKBI, TRIT, TSTC, UTA, YONG

2morrowsGains

11/27/10 2:36 PM

#60493 RE: Rames #59740

Top Amigo Picks...

Here are my top China picks heading into 2011...

SKBI ($8.28)...Acquisitions, new vaccine facility, and organic growth should draw in lots of interest over the next year. Trading at a very low PE based on next year's growth estimates.

YHGG ($2.85)...Enormous Chinese agriculture company trading waaaaaaay back of book. Book value = $11. Working on uplisting to a major exchange.

SGZH ($6.95)...Strong balance sheet. Re-opening of mines should REALLY boost EPS next year making SGZH a nice sleeper.

NUIN ($2.99)...Very strong balance sheet, nice cash, and nice expansion plans. Forward PE = 3.

LTUS (1.23)...PE = 3 based on this year's estimates w/ huge new facility coming online next year.

WKBT ($3.12)...Strong balance sheet, nice cash, and nice forward looking growth. Forward PE = approx 3 based on next year's estimates.