Replies to post #12899 on China Growth Stocks

[Drexion2004]

2010 Amigos:

TMI (Warrants for now, common after)
CNDH
BSPM
PUDA -- Watch out for financing coming...But solid for long-term
CKGT
NEP -- Doing this via calls to maximize returns
LPIH -- Would have 2x as much if it wasn't for this CFO.
LLFH -- Slow and steady wins the race
CHME
SKBI -- Its SKBID right now since they just did a 2-for-1 split. -- They are going to at least double their gross profit in 2010, IMO.
HOL Warrants -- Multi-year Leverage is a beautiful thing.
EDS/IDI Warrants -- Same as HOL Warrants

Those are my favorite China plays right now, I would like JGBO if it wasn't for their share structure. RINO is great but a bit too expensive for me. I need to research TRIT some more. I sold out of my CPQQ that I bought around $0.80 in this latest run-up.

-Fernando

[RyanW439]

Maybe not 10, but my top 6 picks going into 2010 are:

LPIH (my #1 holding, major expansion and simple business model...great things ahead)
BSPM (expansion, expansion, expansion)
CHGS (recent expansion should start to show in 2010)
CCGY (Not much downside after a bad qtr, plus expansion..good things ahead)
CKGT (not a 100% conviction buy (cactus dilemma), but growth has been good)
NEP (growth to continue yet cheap on today's earnings)

Currently, not holding any NEP, but that will be changing soon.

[Rames]

TEN AMIGOS for 2010

Hehe, I just set up a tracking portfolio for 2010 today. What I do not own already I will most likely buy in the next fews days/weeks:

Full Position:

CSGH - I like the story and believe company will deliver big time
ORPN - should see mid-teens with the expected uplisting
SKBI - fantastic growth and guidance. Check out their investor presentation filed with the SEC

Half Position:

CAEI - stock is depressed due to the Dubai disaster, but check their track record of projects. Best of breed.
CBPO - very good position in their market, should also uplist in 2010
CKGT - if they deliver next week I will upgrade to Full Position
CNAM - same as CKGT
CREG - I want to see 1-2 more projects before I upgrade this one.
GFRE - growth should be sustainable, not sexy enough for a full position (yet)
NEWN - Looks very cheap but without a 2010 guidance and new orders there is no real visibility, so will revisit.

Quarter Position:

BSPM - starter position only until my many questions are answered.
GCHT - seems very risky, highly speculative, but I decided not to be totally on the sidelines here
LTUS - see GCHT
NEP - starter position only as I am afraid the stock price indicated some "bomb" blowing up somewhere (personal opinion only)

[viking86]

TEN AMIGOS for 2010:

In case you haven't yet submitted your amigo list for 2010 b/c you didnt check the board yesterday , pls do it now !! I have got 12 submissions so far, will compile the consensus top ten tonight by 10PM. Will try to follow up in a year with % change for 2010. :))
Here was my original post:


I am rebalancing my portfolio for 2010 and want to make room for some new powerstocks but realize my top 10 picks are pretty much the same as this year except for a few. Anybody wants to share their 2010 top ten picks ( hold for a year, no quick in and outs)? TIA.

Here is my amigos list for 2010:

BSPM
CKGT
CPQQ
GFRE
JGBO (or CNDH)
LPIH
NEP
PUDA
RINO
YONG (or CAGC).