Rai

Stryker: Prospering with Predictable Growth

One of the best articles I have read. Great research, nice graphs, well done!

Gulf Resources: Cashing in on Bromine

Dont forget the chemical division of GFRE, which is growing at over 50% yoy!

The Next Big Names in China Up-Listings

Hi Rick,

Very nice article, looking forward to the ones to come! Glad you also get in touch with the companies and look behind the curtains.

I'm also focussing on Chinese Small-Caps traded at the OTC at the moment. Cash-rich, growing, positive (free)cashflow companies are my area, an uplisting is also a plus. Maybe you could hold an eye out for those :)

Some of my suggestions:
NEP is already listed on AMEX
GFRE is on the way
CPHI, JGBO and CBPO are my picks, please have a look at those
LPIH is also interesting for the future revenue increase

China North East Petroleum Catapults to the Next Level

Thanks for your great article about NEP, same goes for your previous article. Good research as usual.

Let's hope for the sell-on-good-news to stop, NEP belongs to higher ground for its 30% margin and rising production, especially compared to the peers. New leases would definitely help...

Markel's CIO Gayner Talks Out on His Decision-Making Process

Thanks, always glad to see articles about Markel!