microman

Bullish on Chinese Microcaps

Amen opica. And EID, why would we want one more analyst in the already-crowded listed ranks? Little value-added there. Folks that provide good ideas in the .OB and sometimes .PK markets are serving a much needed niche.

Bullish on Chinese Microcaps

Wow, you commenters sure find it easier to bash than to go out on a limb on a public forum and post some ideas. The amount of DD presented here is perfect for tickling our brains to see if further DD is warranted. No need for a 10-page research summary for a message board.

In addition to the stocks mentioned by the author, all of which I'm familiar with, I would also add a few more to the mix: CYXI.OB and CHBU.OB.

Of course these also have the "Chinese Fraud Discount", but are worth a look for speculators.

China's Agriculture Sector Is Ripe for Investment

GRO may be dead money for awhile, even though I like their business and overall focus.
CNOA.OB is interesting and a direct player in rice...a good place to be
CYXI.OB is another Chinese firm involved with rice, and garners quite a bit of their revenues from diabetic-friendly rice products. Fundamentals are excellent with CYXI.
I'll put one out there that nobody knows about...CHBU.OB. Trading near cash despite nice EPS, CHBU is on the fertilizer side of Chinese agriculture...worth a peek.