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

To: Paul Senior who wrote (41017)1/11/2011 1:20:20 PM
From: hardincap  Respond to of 78816
 
I opened a position in CCME at 8 and few cents, and still hold half but am considering selling the rest due to 1)china fraud factor/lack of verifiability 2)high speed railways are opening this and next year, and may eat into their business (they sell ads almost exclusively on busses)



To: Paul Senior who wrote (41017)5/19/2011 4:33:56 PM
From: Paul Senior2 Recommendations  Respond to of 78816
 
China stock CCME. Stock halt ended, and stock opened down about 80%. I'll take my losses on this one. Trimming Chinese diesel motor manufacturer CYD as it continues to fall (I've been in these CYD shares from '07 at @9+).

Have no more mainland domiciled stocks, and just couple in Hong Kong. And as regards China, for a while at least, I'm only going to stick to eating Chinese food and just leave the buying of Chinese stocks to others.


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