Gcrispin,
In China I own
SNDA - big cap, long term hold, not very cheap
AOB - mid cap, hold maybe, not sure if it's a buy
WH, SDTH, GU - small caps, all BUY IMO
CHME, LTUS, CPHI - micro cap pharma distributors mostly, I won't add due to huge receivables increases which are funding sales growth. I don't like that they in essence give free long term loans to their clients and they are prepaying their suppliers too.
GFRE, CHCG - bought some yesterday.
I looked at CNOA and decided to skip due to what you call "bad rap". I did not analyze FEED for ethical reasons. I sold CHNG due to my perception that it was not very cheap. SNEN - for me the history is too short and ROE in 2007 too low. I also looked at CAGC yesterday and it also has the huge receivables issue.
Regarding SEED, it looks like they have huge liabilities compared to equity. Do you know why they lost money in 2007? I'll skip it though. |
