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The Swede

11/26/12 8:57 PM

#23694 RE: slyestjester #23693

This is some great news, but do they know what they are buying?

AD: I agree. I like to quote Mark Mobius: "I think China is still flying." We buy very few Chinese companies. We are concerned about the books and local government interference with businesses. One we have bought recently is Sino Agro Foods Inc. (SIAF:OTCBB), a dairy company. It trades on the OTC and it's extraordinarily cheap.