China Growth Stocks

[Shinisaurus]

CMFO-Up 17% They lowballed 2011 guidance like they always do. They officially guided for revenue growth of 19.67% (excluding 4 million of cold storage rev), yet their individual segments guide for 20% (processed seafood), 40% (Beverage), and 25% (Marine Catch) growth. Looks like they'll crush numbers this year too.

Personally I'm thinking they'll put out at least 25% rev growth and put in 1$ eps. Unless they conduct a raise, which is unlikely because they have low CAPEX expectations for 2011, plus strong cash and they actually collect AR's.

I'm long