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pappy

08/11/10 4:30 PM

#2054 RE: arno hintjens #2053

ccme uta are my two biggest buys at the present time.

Earlier I had taken positions in hfgb cpqq snbp sgla & added to my wkbt & ckgt.

I still have a 35% cash position as I feel the U.S. markets will continue to drag on U.S. traded Chinese stocks until 3rd qtr results are released.

By that time U.S. traded Chinese stocks should come back into favor.

I look for ckgt & Chinese stocks in general to outperform as relative stronger 2nd half results unfold.imo

For two listed stocks with very strong growth trends the pps of ccme & uta should double at least by yearend making them very appealing presently when gaged against the more risky bb variety

I also like axti cjjd & sokf among others but they have not been left behind their growthrates to the extent ccme & uta have.