Replies to post #58113 on China Growth Stocks

[value1008]

CCME-- Great summary, Rich. I've not seen anyone work up a table like this all year. Yes, mgmt's "estimates"/"guidance" is indeed so conservatively low as to be "irrelevant," as you rightly say.

They certainly do Under-Promise, Over-Deliver (UPOD).

[researcher59]

Gorilla - CCME - excellent job ! I knew their earnings guidance had always been very conservative, but you've really quantified it precisely. Thanks.

[SaltyDawg]

CCME: Superb LT logic. Hunkers me down more. eom

[tenenbaum]

Great breakdown, Rich! Thank you for this.