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Strategies & Market Trends : Value Investing

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To: hoyasaxa who wrote (46184)	1/14/2012 1:26:44 AM
From: Area51	Read Replies (2) of 78748

I haven't seen much CCCL news or investor discussion since the 3Q release. I think there was a small insider buy in late december, but too small to provide any real confidence. They do have a decent website with the investor call transcripts. cceramics.com John Howell: Yes, my second question was does the company feel comfortable that they can either meet or beat analyst expectations for earnings per share in 2012, $3.29? Edmund Hen: Yes, we are still comfortable on that. And because of the current situation in China, and also all the opportunities within the Tier 2 and Tier 3 cities, we have interacted, again, 2012 the demand for ceramic tiles is due very strong. And also to be one of the most famous brands for this – ceramic tiles, we believe that we can be the target. Obviously the market remains very cautious on these China stockS (AND SO FAR THE MARKET HAS BEEN RIGHT). Give me a P/E of 5 on $3 earnings and I would be adequately compensated for my interest in these chinese small caps. Right now that seems unlikely. I think it is a company worth following. Right now it looks like fear trumps greed. But that could change over time. Best Regards, A51

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