We’ve been saying much the same thing. These things are cheap, and we don’t think they’ll remain cheap forever…
February 18th, 2010 · 1 Comment
December 30th, 2009 · 1 Comment
An interesting article, with one familiar recommendation. Although not mentioning Fuqi International, it is mentioning a few reasons of what might be going on there as well..
October 28th, 2009 · 1 Comment
There is a bit of a slaughter going on in smaller Chinese ADR’s. Here is another one, CSR
July 29th, 2009 · Comments Off on Solid results from China Security & Surveillance (CSR)
An update. This company is still quite undervalued, despite the ongoing rally in Chinese Shares..
June 17th, 2009 · Comments Off on A bit of an ugly day for some of the things we’re following
Many of these stocks are up a great deal. Some shaking at the tree..
June 17th, 2009 · Comments Off on A company with a 2009 p/e just over three…
Is there a catch?
May 18th, 2009 · Comments Off on Stock update
All the attention has been on InterOil (IOC), and for good reasons, but that doesn’t mean there is nothing going on in some of the other stuff we’re following..
May 8th, 2009 · 2 Comments
Really spectacular growth, cheap, there is a lot of value in many Chinese smallcaps. Is this a buy?