Replies to post #58108 on China Growth Stocks

[RyanW439]

CCME - Why do you think YoY comps are going to be a problem? Consider that in Q4 09, the company earned 14.5M, and in Q1 '10 they earned 18.1M, it seems pretty obvious, that until the company starts losing contracts rather than simply adding them to the continuous 3-5 year contracts in place or not being able to add any over of the course of a year, that YoY comps should be consistently showing good growth. This is a secular growth company right now, and should be for at least another 3 years. 2012 might have a bit of issues with YoY comps due to the 7M earn outs that will be issued in late 2011, but that's the first time we'll see serious issues. I don't even think that will be an issue, provided they can get a couple of the new initiatives successfully underway in 2011.. Q1 2011 should be in excess of 35MM (prob closer to 40M+), which won't look bad against 18.1M of 2010..