Replies to post #9877 on China MediaExpress Holdings, Inc. (fka CCME)

[Cristo999]

The Buckley article definitely gives me pause, and makes me feel even more justified in my concentrated portfolio centered on CCME.

It's pretty much getting to the point where the strong presumption is that anything that is (i) OTC (forget about pink sheet) and (ii) anything that Roth or the Rodman & Renshaw's of the world are peddling is not investment grade quality.

[FairviewInvestor]

% of my portfolio in CCME...

thanks for the thought on the SA article.

Just got back from a meeting and opened my browser... squinted my eyes to see if it was going to be red or green. ! :)
stoked on the 30 cent rise, expected it to go either way at the start.


anyway... 90% of my share portfolio is in CCME. even told my accountant to put more £'s into $'s and send over to a US account.

If this does well, I owe Millstone a beer. If it doesn't, I will just have to laugh at myself later ;)

[riskanalyst]

Agreed. I generally stay with a concentrated portfolio due to time constraints and belief in not deworsifying my portfolio. I'm about 28% into ccme not including option plays. This is my only China play that I've held for the long term, invested since the spac days and drex's mention of the stock. There is enough risk/ return in a play like ccme for me.