Replies to post #106229 on Value Microcaps Motherboard

[lentinman]

Penny: Going short in PSL10:

You picked all the long stocks you need... BWG, BPTR, SYTE. Pick cash as your 4th position and two DOUBLE BETA short ETF's. In case anyone reading this doesn't know, DOUBLE BETA shorts mean twice the gain as the underlying index falls. So, if the NAS dropped 1% in a day, the DOUBLE BETA short equivalent (QID) would go up 2% in the same day.

We don't allow individual stock shorting, but certainly, the ability to have two DOUBLE BETA shorts and cash should be more than enough to offset the three longs - assuming the person picked their shorts (not intended to be reflective of my personal habits) and snatched their longs (won't go there) wisely.

P.S. Nobody around here is more bearish than me - unless it is Rogue - yet, we and other bears on the board, will participate.

Len

[CrocHntr]

Penny ~ You seem to be very clued in to these small cap r/m Chinese stocks. I'm sure you've mentioned it before, but what are your favorite short picks that still might have a ways to fall (well...I think you'd tell me that they all will fall to $0, but are there any that are more transparent or "fishy" than the others that still command a decent market cap)?

I currently own 3,000 shares of HOLI, which is my only China play at the moment. I want to believe that the future is bright for HOLI, and infrastructure build-out seems like a great area to invest. Yet, I can't say I know much about management or market presence other than what I read in the PRs and quarterlies. Does this one fall into your basket of rotten eggs?

Thanks for sharing your thoughts!