Jonathan Verenger
Long/short equity, growth at reasonable price, deep value, research analyst

Guanwei Recycling: Valuation Looks Very Attractive

My basic investing mantra is to be where the majority of people aren't. Over the past year plus I've written about several industries or themes that are completely unloved, even hated, by investors that I thought were potential opportunities for significant long-term gains. A few have fizzled out, but a lot of the companies and industries I've covered have risen substantially.

I've recently been focusing a lot of my time researching the Chinese small cap sector because, in much the same vein as my other articles, the entire group is thoroughly despised by investors. Thanks in part to a few bad apples uncovered by Muddy Waters (as well as recent reports on companies like NQ Mobile (NYSE:NQ) and...

Join Seeking Alpha PRO to read this archived article and 11,574 other archived articles
FREESA PRO MEMBERS
IDEA GENERATORXExclusive access to 10 PRO ideas every day
INVESTING IDEAS LIBRARYXExclusive access to PRO library of more than 15,000 ideas
SECTOR EXPERT NETWORKXExclusive access to all sector experts for direct consultation
PERFORMANCE TRACKINGXTrack performance of all PRO stock ideas
PROFESSIONAL TOOLSXProfessional Idea Filters to zero-in based on industry, market cap and more
"In just the first month of using PRO, I used it to generate two ideas which were actionable for me. As a result of these two positions, I have earned more than 20 times the annual subscription costs for PRO."Michael Yagemann, Greenbridge Capital
"I am pleasantly surprised with the scope of small and mid-cap coverage PRO offers. You can't find that any where else."Patrick Rice, Mainstay Capital Management
You may cancel at any time for any reason, and receive a prompt refund for membership on months paid and not used (max. 6 months). Details