Value Microcaps Free-For-All

[bbotcs]

Maybe I have been watching Cramer's "Mad Money" more than I should, but I think that I have found a "best-of-breed" China play that ain't cheap--CTrip (CTRP).

The mutual funds, institutions, brokerages all know this company.
Which makes me think that it could go ape whenever the next China stock frenzy happens. Most of the brokerages who follow it say, "Buy".

The balance sheet looks super clean, if you can believe a balance sheet prepared in Shanghai. (Okay, I'm being cynical but there is a lot of talk on tv about the crooked stuff that happens in China.)

Any of the fine folks here own this one? I am thinking it could be a low-risk multibagger over time.

They do travel arrangements for individual travelers, not tours.

The high price is a very big turnoff. Cramer has put it in my head that high price shouldn't chase you away. It doesn't chase me away, but it sure scares me. But I am drawn like a moth to the flame 'cause that balance sheet is so darn good looking.

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