Several companies I'm invested in are on that list. Last year, I also found many of my investments on similar lists. However, it's been a tough year and the market price has continued to be dislocated from where I see the fundamentals at. Companies like SIAF has such a small following, for example, there are no posts on stocktweets.com and other similar sites. This type of obscurity increases the difficulty in achieving fair value. The point being, it will continue to be a volatile ride on the way to fair value (if we ever get there)! While these lists point out a good group of hidden gems, the problem is not enough people discover them (with their money) to unlock the value.
On a separate note, I am still waiting to hear back from management about some questions I had earlier regarding the upcoming fish farm operations. My view is that once SIAF achieves full operation in 2012, they will probably have a two year advantage before its success attracts competition and margins decline. If it is not as successful, then we don't get the same competition but margins are lower anyway.
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