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Strategies & Market Trends : Value Investing
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To: Jurgis Bekepuris who wrote (32458)12/26/2008 4:10:30 PM
From: Jurgis Bekepuris  Read Replies (1) of 78748
 
I decided to add to my stable of Chinese BBs with CHCG and GFRE. Small positions. At this time, I would rather diversify among Chinese small caps trading below book than to concentrate and end up with a single company that blows up. IMHO, all companies that survive the current crisis, should go up 2X-4X if not more.
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