Geoffrey Lordi

Chinese Security Companies Serve Lukewarm Offerings

Hi, China,

To be honest with you, I'm just not wild about either of these positions. Coincidentally, since I wrote this piece, it seems that other investors might have taken inventory of the lofty prices, and reevaluated their positions. I am long China, but I'm not really interested in being long either of these positions at these levels. Perhaps with some significant contraction - and debt reduction - we can reevaluate at a later date.

Best,
Geoff

Chinese Security Companies Serve Lukewarm Offerings

Hi, doodler,

Thanks for the kind words. My 13% assessment, though, was only relevant as of 11AM on Wed when it was down between 12-15%. You're absolutely right, though, about its level at the beginning of October. Thanks, again.