I'm not a big fan of CNOA management.
Not saying it can't be a great stock, and it could be a huge winner if they have the kind of earnings many here expect to see. I know there are some damn smart folks that are all over CNOA now- any they could easily be right on it.
But it will make that move without me- as did RINO and YONG (which I have been late to the party on).
I also like the tiny float and product offerings of CKGT better- and that's primarily why CKGT is a fav. of mine for 2010 in the ag. sector.
Heading into 2010 I want to be mostly in:
Agriculture, retail, energy & infrastructure, and bio/healthcare in China.
CKGT takes care of Ag. and retail together...with a tiny float, conservative management, and superb fundamentals.
But- that's just MHO. Other very smart folks here would pick CNOA over CKGT in a heartbeat...which is why we have this beautiful market!