CharlieB, I think CNYD will probably show stronger y/y fd eps than CCME in FY10, but I am withdrawing my earlier estimate for the year for CNYD. The visitor growth in GGL is not as strong as I had previously thought, and the delay in opening Yunding park will probably impact earnings a bit as well. All in all, I still like the company very much and think they will have some interesting new opportunities to discuss very soon. I project decent y/y eps growth but not as strong as earlier. This stock, like CCME, will be a FY11 story.
I think long-term investors will do very well in either company. They are two of my favorites because of their respective competitive advantages, cash flow generation, high margins, and growth potential. They also have relatively low PEG ratios if you are willing to look out into FY11.
News 
Market Data 
Discover 
AI
