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Strategies & Market Trends : Value Investing

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To: E_K_S who wrote (41561)	3/2/2011 10:47:18 AM
From: Madharry	Read Replies (2) of 78753

part of being a value investor is taking a contrarian approach. I am happy that these e&p plays are running but i think the real value is in those unloved chinese companies with accounting issues? i took a loss on my gm shares to add to my losing position in watg and started a new position in chinese valve company cvvt.added about 1% to each in the taxable account. I still think the industrial revolution in china has a ways to go, and these seem like industrial infrastructure plays to me selling at bargain p/e ratios now. hopefully some will work out over the next decade or so. my chinese plays now include: gfre, melco international, watg, cvvt, cccl, khdhf.

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