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


To: Paul Senior who wrote (36114)12/7/2009 6:54:56 PM
From: Tapcon  Respond to of 78705
 
As a small cap China play, I like DSWL. DSWL just sold a plant that gives them plenty of cash to ride out the storm. Mgmt seems shareholder friendly with no dilution, very conscious of cost side of business. Has no debt and $1.87 per share of cash, 7.61 book value. It's been a great performer for me this year and with good mgmt, this one could double again in the next couple of years.