Replies to post #17983 on China Growth Stocks

[CSykes]

Maybe add CBAK

It is very speculative though (currently not profitable) Book is $2.75. I wouldn't do more than 2% - 5%

http://www.sec.gov/Archives/edgar/data/1117171/000120445909002346/cbak_10k.htm

[justin s]

Many of the most important equities for 2010 are missing here. In my relative order of importance (based on upside) are as follows: LPIH, NEP, CKGT,CPQQ,LLFH,BSPM,SKBI. I think these six equities should belong in any growth fund for 2010.

Others to consider that are not on your list using your criteria: GFRE,CBPO,SGZH,TXIC,WATG,CHBT,CCGY,PUDA,HQS,JGBO,LTUS,YONG

[veggix]

Oi Rato,
on the list below you will find my current holdings, which are obviously the stocks I feel more optimistic and that I expect to have a substancial growth in 2010:

1. ALIF
2. CALI
3. CHNG
4. CSGH
5. LLFH
6. LPIH
7. NEP
8. PUDA
9. CPQQ
10. CHCG
11. CHWY
12. TSTC
13. NEWN
14. GRVY (This one is on stand by mode, waiting for the resolution of the problems with FOX)

A few notes:
-I hope to hold this positions for at least 1 and half/ 2 years (if there's not a major change in the reasons why I bought them in the first place).
-All the positions have the same weight on the portfolio.
-I always keep a cash position (about 6,25%)

Espero ter ajudado você.
1 abraço e um bom domingo.
Veggix

[viking86]

Rato:

Twenty posters on ECSC board voted for Top Ten stocks for 2010 a few weeks ago. Here is the consensus list, it still looks damn good to me:

Top Ten Amigos:

1) NEP 15x
2) BSPM 13x
3) CKGT 12x
4) LPIH 9x
5) CPQQ 7x
6) CSGH 6x
LLFH 6x
CREG 6x
LTUS 6x
PUDA 6x
TSTC 6x
________________


Top Runner Ups:

7) CNYD 4x
GFRE 4x
TMI (warrants) 4x
YUII 4x

Except for 3 names I personally own these stocks. A few names that I would add for our consideration are: XODG, NEWN, SKBI, YONG and CHWY all screaming buys at current level IMO.