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

To: Grommit who wrote (42433)	4/26/2011 11:58:56 PM
From: E_K_S	Respond to of 78618

Good points Grommit - My China & solar play is with EI DuPont de Nemours & Co. (DD). It has taken over three years but now they have over a $1.5B/revenue per year business with a $500M factory in China. Most of their solar sales are in China but this year they started to export their solar panels (manufactured in China) to other countries too. I suspect there were a lot of bribes made by DuPont & their Chinese partners to obtain the necessary permits. Although at the time, their solar business was not a pure play and in fact hardly moved the revenue needle for DuPont. However, with time and timely capital investments by DuPont, their Solar division is one of their fastest growing new business segments. Their solar business generates almost 15% of their total revenues and continues to move the revenue needle each year. The stock has more than doubled from my first purchase. My only error was not to buy more once they completed their manufacturing facility and began to market their product in China. Ford (another one of my small stub holdings) is building their business in China too. Ford gears up for China blitz 15 new models expected to hit growing market in four years From The Detroit News: detnews.com From the article:"...Ford's sales in China rose 19 percent in the first quarter, after a 40 percent sales surge last year..." ------------------------------------------------------------------ With the right US company, you can still get growth from China w/o necessarily investing in one of those "reverse merger" straw man corporations. Those are too risky for me. EKS