China Stocks

[ratobranco]

List - They are part of the real wave of Chinese companies that came over here from 2004 - 2007. Many are having difficulties because, surprise surprise, they don't have the luxury of fabricating their financials.

What I like about them is that many of them trade at a very large discount to their net cash values, meaning that if you liquidated the company and distributed cash to shareholders, the cash per share would be more than the stock price.

A key example is ACTS. If those guys turn things around, it could be huge.

Another that some people might like is CMM. Also JST. And the solars.