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kuwlness

08/27/10 1:41 PM

#49887 RE: Rames #49886

10 Amigos:

CCLTF, CKGT, LIWA, LPH, LTUS, NEWN, UTA, SIAF, XIN, ZSTN ...

If DJSP is still being grand-fathered in, take out NEWN

Wild Card: GHII

pos_stock_hoarder

08/27/10 1:46 PM

#49891 RE: Rames #49886

Hoping for reason to return to these (and others not listed) in the coming year:

CCLTF
CELM
CGPI
CHGY
CKGT
CNIT
HFGB
LTUS
NEWN
SOKF

Post-it

08/27/10 1:58 PM

#49893 RE: Rames #49886

Top ten:

BSPM
LTUS
CCME
DEER (i know, xpensive, but this is why i like to be invested in China: 1/2 billion people want toasters and blenders; changing very successfully from export to domestic, Q2 EPS beat by 50%; cash and share buyback)
CHBT
CCME (approaching a decent PE of 10...on a quarterly basis!)
CPQQ (timing seems to be right now)
CHLN (contrarian; doing well recently; no bubble in Xi'an)
JADA (someday an entrepreneur will pass by and buy the mountain incl the cash for $1/share and get on with it)
KNDI (i like the post office cars..don't care about the tricycles etc; intriguing story; maybe the pieces fall together in the next 6-12 months and then they will be taken over at a PE>100)

Don't know why I did not include GFRE, YONG, UTA, CNYD, SOKF, CKGT, LPH, CBEH, CCGY, CWS etc

joenatural

08/27/10 3:16 PM

#49900 RE: Rames #49886

Rames, I want to exchange SIAF for LIWA, CHCG for CNYD and LTUS for TRIT. Thanks.