Replies to post #85319 on China Growth Stocks

[Traderfan]

Agreed. That's a good start obviously. Out of my head (without double checking it) that leaves you with TRIT, AERL, CNTF, CCCL, and a few more.

[nelson1234]

drex, trader, nsom et al, re AERL etc: yes, there were definitley investors on this board who claimed that GURE was/is risky, you ceratainly could be one, I think Joe was another.

I just got the general feel from reading through posts that GURE was/is thought to be a quality investment here.

And I'm not trying to stick it to anyone......for whatever reason I invest in a stock, I accept all responsibility for the trade.

I'm just not convinced that anyones intelligently reasoned and researched argument on a particular china micros risk-rewards is any better than roulette.

On AERL, anyone think that one's funky? To me, their business sounds funky....I certainly have never heard of any other public company in that space.

best.

[2morrowsGains]

SKBI...Goldman Sachs initiated a position in SKBI last Q and short interest is down...

http://www.nasdaq.com/asp/holdings.asp?symbol=SKBI&selected=SKBI&FormType=Institutional
http://www.nasdaq.com/aspxcontent/shortinterests.aspx?symbol=SKBI&selected=SKBI

10Q is due out tomorrow.
Margins were off by a notch last Q but PE is in the 1's. SKBI's Q1 balance sheet looks much better than it did last year ($7M in cash with a nice increase in inventory and decrease in A/R ) and their vaccine facility is expected be operational this quarter (Q3) after being delayed.

Could be one for the watch list going forward?? (We'll see what the earnings release looks like).