Danny Furman

Foreign Utilities Up Nicely from Lows

Good info, except on CPL, which is required to pay something like 40%+ of annual net income as dividends. SBS is less predictable...

China Infrastructure Smallcaps Worth a Long Look

Thanks Nawar, I read your article last month and really enjoyed it. You're likening these smallcaps to the big search engines (etc.) was presented in such a way that added significantly to my confidence in China's best small companies.

All the best,
Danny

China Infrastructure Smallcaps Worth a Long Look

It's a baby. No financial history scares people, but a ground floor opportunity with a foundation like CGYV's excites me. :



On May 04 01:24 PM Roberm73 wrote:

> I am a big fan of CGYV, but it seems to be stuck even with the good
> news it keeps reporting. Any idea why it is not getting better play?

China Infrastructure Smallcaps Worth a Long Look

CWSI definitely makes the cut. Thanks Barry.

China Infrastructure Smallcaps Worth a Long Look

My opinion is that hedge funds, generally, see enough domestic value to avoid these companies. GE is also involved in a lot of infrastructure in China, and that (at recent prices especially) is a much easier buy to swallow for a group of investors.