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KastelCo

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KastelCo

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Re: johnlw post# 474

Sunday, 07/15/2007 9:56:44 PM

Sunday, July 15, 2007 9:56:44 PM

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Unfortunately the trip ended up being too touristy as I had feared it might be as we were travelling with my parents and it was my dad's first trip to PRC. Didn't get to do any real 'off schedule' stuff. At any rate, anecdotally I'm disinclined to change my investment theme having seen what I have seen... I think I'm on the right track...

At least there was lots of water in the Yangtze for the cruise... which was great BTW. The single most transported object on the river that I saw was coal, by 1.6 country kilometers.

I'll have some pics and a summary soon of notes I took from observations and conversations..

Mostly CASH and yield.. but solar Powered in the future :O)

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