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


To: gcrispin who wrote (38476)8/12/2010 3:53:11 PM
From: gcrispin  Read Replies (1) | Respond to of 78704
 
CEU has had a nice breakout after earnings yesterday. The stock is still cheap with a pristine balance sheet. This type of business can generate a great deal of free cash flow as evidence by the jump in cash in their balance sheet this quarter. Of course, it's a Chinese stock, so there is the proverbial discount on its valuation due to the way the country works (state capitalism etc.)

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