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


To: gcrispin who wrote (36974)3/15/2010 3:36:53 PM
From: Paul Senior  Read Replies (1) | Respond to of 78817
 
I trimmed back CHGI by 1/3 this morning. Company may still grow if/as China builds more nuclear plants.

Added a little to China real estate company, CHLN. Company may be carrying land on its books well-below fair value. That's from what I gather from internet reading. Not a fact verified by me. Even if all true, fair value could be temporary if China in a real-estate bubble. So only a small position for me in this stock.