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


To: anializer who wrote (34113)4/9/2009 10:50:24 AM
From: gcrispin  Read Replies (3) | Respond to of 78715
 
I still find interesting plays in the Chinese micro-caps. I sold GU and WH and have significantly added to GFRE. Below is their latest investor presentation.

gulfresourcesinc.cn

The company is debt-free, has a PE of roughly 2, and appears to have barriers to entry that will limit competition in China.