Nutrastar International Inc (fka NUIN)

[pappy]

In 12 months a lot can change. True this space is sporting p/e ratios below 5.

But if the sequential growth nuin has had this year continues & I see little reason to think it won't I like the chances of a p/e of "ten" in 12 months.

Even ccme which has had good sequential growth got very close to a current p/e of 10 recently.

True it has given back a large portion of those gains but "if" sequential growth continues there it will regain its highs once more.

When a stock in this space doubles in a short period like ccme did one should at least sell their trading shares expecting some retracement.

As far as sequential eps continuing I have much more faith in nuin or even wkbt than I do in ccme because of share dilution in ccme that so far has been avoided by both nuin & wkbt.

In fact I sold my core shares in ccme along with my trading shares because I don't believe sequential eps growth can be expected to continue.

I do give stocks like ccme & hfgb a lot of credit for the eps growth this year in spite the large increase in share count.

However both are still adding sharecount hfgb to continue the strong revenue growth in 2011&12.

ccme on the other hand will have a large increase in share count because management is "over" rewarding itself.

They need to reward all shareholder by giving a dividend & "actually" buyback shares on the cheap to help furnish shares promised to management.

Just this old farts opinion once more.