Dan Heil

Housing: No Bottom Yet in Sight

I disagree only because Japan's economy got back on its feet after their housing collapse, and the home prices never really recovered. I think American's just might have to deal with the fact that homes WILL depreciate in value.

Sohu's Changyou: It's a Perfect World for Chinese Internet Gaming

thanks for the tip on linktone(lton), i did my research and began accumulating yesterday. I know some may see china as risky right now, but during a global recession, when China almost clears growth for the year in double digits, I'm bullish. I also discovered another Chinese company China Green Agriculture (CGA) micrap fertilizer, which is trading at a forward p/e of less than 4, analysts see revenue of 31.74 million this year and profit of .63 a share, and next year year revenue 41.98 million and profit of .90 a share. That country is beefing up thats for sure.


On Mar 19 08:53 AM Alphameister wrote:

> PWRD is my choice also as offering by far the best growth relative
> to price-earnings ratio. I likewise will probably be selling some
> around 19 though the stock would still be an appealing GARP choice
> at that level. I suggest you also take a look at Linktone (seekingalpha.com/symbo...)
> which I've just started to accumulate this week: powerful growth,
> no debt, great chart and priced below book value.

Time for Fertilizer Stocks?

I am bullish on ag stocks as well but as naidle says above, it would be great to hear more about the value of these companies as a whole as compared to one another. I also think that recent bids on Terra Ind. by CF Ind. as well as Agrium's bid on CF last month would be important to mention since you are speaking of the industry as a whole.