CNTF I don't know much about. But I don't invest in companies that lose money.
KGJI I wouldn't touch because it has a VIE. They want to raise cash which makes it even more suspect.
CCCL I'm in a wait and see mode right now. They should report earnings soon and I hope we get some answers why they can't get any money out of China. Still very cheap at 3% of book and longer term I think they will pay dividends.
SIAF I like very much, short medium and longer term. The strategy may not be perfect but this should be my long term winner.
The only other play I have is HERB. It's quite a mess over there right now but I think there's a pretty good chance that they will go private soon, for a very substantial (1000%) premium. They already have the cash to buy out the minority shareholders. Well, I should get lucky at some point.
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