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


To: Paul Senior who wrote (39060)9/1/2010 7:09:11 PM
From: MCsweet  Read Replies (2) | Respond to of 78740
 
GAI,

I have owned this on and off over several years (although not recently). They always have had a lot of cash and never were, to my recollection, able to come up with a business model that worked consistently. They might have a few good quarters, but were never able to show consistent profitability over the years.

Recent results much seem better than I remember, but as I said over the years management did not do much to impress me. And they had/have such a weird mix of businesses and it is another yet another Chinese microcap, both of which don't get me real excited.

Seems like a very reasonably priced stock here, but I would not be inclined to make a very big investment. With continued strong results, they could double from here. Or, they could revert back to their mediocre results and the price could languish.

MC