Contrarian Value Ideas

[surfer44]

Looking at Silvercorp (SVM), being a Chinese company could represent a significant risk for US investors. One tactic the US has used in the past is to de-list Chinese companies from US exchanges. While the SVM shares might still be tradeable on the Toronto Exchange, as the US-China struggle for dominance intensifies, Trump might put pressure on Canada to delist Chinese companies there too.

I had some Chinese stocks years ago, but sold them after the delisting shenanigans started. Objectively, we can't put anything past the Trump team. Once delisted, US investors would be stuck with the shares indefinitely.

Absolutely. I should have put a big caution sign on that SVM post. I got obliterated in 2010 playing around with U.S listed Chinese microcaps (value investments??) I learned a little bit since then and I've read up on China and it's history.

In my portfolio I will hold 20% max in U.S listed Chinese stocks. Some current holdings: SVM, YUMC, BEKE, CGRO, MCH.

If it's good enough for Warren, it's good enough for me. Yikes!