AI
Tuesday, November 15, 2011 9:57:08 PM
FYI My model anti-CGS portfolio is kicking ur @ss right now 
Only will get better into 10-K season.
To recap:
8/22 Rato:
short SCEI 1.54 (now 1.01)
short CSKI 2.27 (now 1.46)
short NEWN 1.81 (now .93)
8/21 PDG:
long GURE 1.88 (now 2.12)
long MY 3.27 (now 2.15)
long CXDC 4.70 (now 4.76)
Takes time and patience, but value investing actually works. The more time you give me, the more my portfolio of shorts will outperform your longs. Eventually the market always catches up with value. These companies are frauds, plain and simple. They are worth what the shady, cold-blooded Chinese owners will pay you in dividends = nothing.
Only will get better into 10-K season.
To recap:
8/22 Rato:
short SCEI 1.54 (now 1.01)
short CSKI 2.27 (now 1.46)
short NEWN 1.81 (now .93)
8/21 PDG:
long GURE 1.88 (now 2.12)
long MY 3.27 (now 2.15)
long CXDC 4.70 (now 4.76)
Takes time and patience, but value investing actually works. The more time you give me, the more my portfolio of shorts will outperform your longs. Eventually the market always catches up with value. These companies are frauds, plain and simple. They are worth what the shady, cold-blooded Chinese owners will pay you in dividends = nothing.
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