China Growth Stocks

[desert eagle]

CSykes,

RE: SIAF vs CNOA

You just mentioned the two companies I wanted to compare with a poll question:

Which do you like better for mid-term, such as end of 2010, for higher PPS?

Does your crystal ball tell you to trade (and/or invest) less in CNOA because of its litigation, or business model? Hard to compare with SIAF's IR lately.

Only thing that I'm vaguely cautious about with SIAF is the same bullish excitement was seen by us in CNOA prior to 3Q earnings, and we got burned from high expectations cutting price in half overnight.

Disclosure: am heavily long in both of them (more CNOA), total of 60% of portfolio between them.

Of course going to intently watch SIAF.. and that's about it really. CNOA still has me to nervous to trade.