China Growth Stocks

[Rames]

TEN AMIGOS for 2010

Hehe, I just set up a tracking portfolio for 2010 today. What I do not own already I will most likely buy in the next fews days/weeks:

Full Position:

CSGH - I like the story and believe company will deliver big time
ORPN - should see mid-teens with the expected uplisting
SKBI - fantastic growth and guidance. Check out their investor presentation filed with the SEC

Half Position:

CAEI - stock is depressed due to the Dubai disaster, but check their track record of projects. Best of breed.
CBPO - very good position in their market, should also uplist in 2010
CKGT - if they deliver next week I will upgrade to Full Position
CNAM - same as CKGT
CREG - I want to see 1-2 more projects before I upgrade this one.
GFRE - growth should be sustainable, not sexy enough for a full position (yet)
NEWN - Looks very cheap but without a 2010 guidance and new orders there is no real visibility, so will revisit.

Quarter Position:

BSPM - starter position only until my many questions are answered.
GCHT - seems very risky, highly speculative, but I decided not to be totally on the sidelines here
LTUS - see GCHT
NEP - starter position only as I am afraid the stock price indicated some "bomb" blowing up somewhere (personal opinion only)