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

To: Dan Meleney who wrote (41892)	3/21/2011 2:59:15 PM
From: Madharry	Respond to of 78767

gfre is far and away my biggest but i keep losing on cccl watg and ccvt and then i have melco intl development traded in hongkong and a chinese goldminer mgh. I keep telling myself that value investors get paid to hold on in times of fear but i have also reached the point of no maas where i am not willing to put any more money into chinese equities, until management gets their house more in order and have a better understanding about what what is needed to communicate to invesstors and how often. given all the accounting issues and questionable business practices surfacing I would expect the chinese governement will become involved because my guess is that it is now impossible for a chinese small or midcap to raise any more money in the united states. we may lose some money but i expect some chinese managers will be losing their heads.