China Growth Stocks

[Drexion2004]

2010 Amigos:

TMI (Warrants for now, common after)
CNDH
BSPM
PUDA -- Watch out for financing coming...But solid for long-term
CKGT
NEP -- Doing this via calls to maximize returns
LPIH -- Would have 2x as much if it wasn't for this CFO.
LLFH -- Slow and steady wins the race
CHME
SKBI -- Its SKBID right now since they just did a 2-for-1 split. -- They are going to at least double their gross profit in 2010, IMO.
HOL Warrants -- Multi-year Leverage is a beautiful thing.
EDS/IDI Warrants -- Same as HOL Warrants

Those are my favorite China plays right now, I would like JGBO if it wasn't for their share structure. RINO is great but a bit too expensive for me. I need to research TRIT some more. I sold out of my CPQQ that I bought around $0.80 in this latest run-up.

-Fernando