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BiotechValues

11/05/09 3:32 PM

#9702 RE: bunky #9701

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!