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Strategies & Market Trends : Value Investing -- Ignore unavailable to you. Want to Upgrade?

To: Jurgis Bekepuris who wrote (33130)	12/27/2008 3:03:33 PM
From: gcrispin	Respond to of 78748

CNOA certainly has had a bad rap. Perhaps a better description would be to say it has a bad rep. But with a new CEO, a new CFO, and another independent director I hoping that will change the view of the company. A major bond holder converted his stock at .32. The CEO bought his shares a higher prices. The stock is currently selling at less than a one PE. Too good to be true? I hope not. CHCG is certainly cheap enough. But margins are narrowing and it's difficult to know just how competitive the environment is in China. I suspect all players will defend their marketshare to the hilt with sales slowing. Is it reflected in the price? Perhaps, but retail, even in China, is not the sector for me.

To: Jurgis Bekepuris who wrote (33130)	1/11/2009 1:56:23 PM
From: Spekulatius	Read Replies (1) \| Respond to of 78748

AOB - taking a dumb due to buying a convention center (!) LOL. See discussion on bruwins thread. Message 25314712

To: Jurgis Bekepuris who wrote (33130)	3/29/2009 12:37:32 PM
From: Jurgis Bekepuris	Respond to of 78748

I sold my CPHI last week. I did not like the continued high increase in their A/R. The stock is cheap, but not worth risk of continuously funding their clients with free A/R loans. I am watching LTUS and may sell it too. On the other hand, CHME results were nice, so I am not planning to sell it and may even add.