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Top lists for China small caps - 2010

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2010 TOP TEN AMIGOS CONSENSUS LIST (updated)

From Emerging China Small Caps

"This is the updated Consensus List of 2010 Top Ten Amigos compiled from 20 submitted lists"

Click here to see the 2010 performance.

Top Ten Amigos:

  • 1) NEP 15x
  • 2) BSPM 13x
  • 3) CKGT 12x
  • 4) LPIH 9x
  • 5) CPQQ 7x
  • 6) CSGH 6x
  • LLFH 6x
  • CREG 6x
  • LTUS 6x
  • PUDA 6x
  • TSTC 6x
  • ________________

    Top Runner Ups:

  • 7) CNDH 4x
  • GFRE 4x
  • TMI (warrants) 4x
  • YUII 4x

From Glen Bradford:

Click here for performance.

  • Lotus Pharmaceutical LTUS:is one of those stocks that value investors stare at in disbelief, wondering why it's so ridiculously cheap. The company keeps trouncing its already bullish estimates, yet it's priced to die a horrible death.
  • China Medicine(CHME.OB) is a company representing what I call value in disguise. It looks like it's fairly priced, except that its forward growth appears to be mind-numbingly explosive.
  • Skystar(SKBID)
  • Biostar(BSPM.OB)
  • Puda Coal(PUDA).
  • I'm convinced that each of these stocks is trading at a fraction of its intrinsic value and that sitting in cash instead of these stocks over the next year is a losing deal.

  • China North East Petroleum Holdings(NEP) is priced to shrink. Just take a look at some of the company's latest statements.
  • Longwei Petroleum(LPIH.OB) still hasn't reached my $3 "Mr. Obvious" target - it's actually worth twice that. Rumors indicate that the company's Gujiao facility is more powerful than suggested.