China Growth Stocks

[Koufax]

YHGG - negatives. I hold a good chunk, so don't get me wrong. But you want negatives?

1. It dominates its locality as an employer. It is largely owned by the provincial government. Who does it care about more, its 15,000 local workers or the US shareholders?

2. It hired a small, local accounting firm. How independent do you suppose it is in standing up to the provicial government and largest local employer?

3. Food prices are politically sensitive. This may place a cap on the company's ability to maximize profit.

4. It is a pink sheet company.

I think that is enough negatives for now.