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Alias Born 11/21/2009

Re: None

Sunday, 12/20/2009 2:07:55 AM

Sunday, December 20, 2009 2:07:55 AM

Post# of 94785
China Small Cap Mutual Fund

If you had to recommend a diversified basket of 10-20 stocks that are attractive based on current valuations (rather than where you bought them), what would they be? Please post, a relative has asked me to help them put a china basket together, so I'm looking for untapped ideas.

Here is my basket as of Friday. I try to keep the 10%+ holdings to stocks that are screamingly cheap based on P/E:

ALN (10%)
CBEH (15%)
CEU (5%)
CHNG (5%)
CHOP (10%)
CHWY.OB (5%)
CPBY (5%)
CSGH.OB (5%)
CSR (10%)
CTXIF.OB (5%)
JST (5%)
NEWN.OB (10%)
NFEC.OB (5%)
SIAF.PK (5%)

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