I promised the other day a little commentary about my MFI/China Protfolio, which I set-up in mid September, I think shortly after the AIG/Lehman/Merrill Lynch trifecta rocked Wall Street.
I selected the stocks from Chinese companies recommended by Jubak, MFI screens, and Vivian Lewis. They have done very well, up about 19% versus a 29% drop in the Russell 3000. Note that three stocks are up over 100%. And then ADY announced earnings this evening after the bell that were spectacular (American Dairy Reports First Quarter 2009 Financial Results), I may just buy some tomorrow at the opening bell. Here are the stocks:
| CHCG.OB $1.50 $1.40 7.1% |
| QXM $3.50 $3.49 .3% |
| XING $1.92 $2.86 -32.9% |
| CAST $4.91 $2.82 74.1% |
| KHD $7.85 $21.00 -62.6% |
| ADY $18.43 $10.42 76.9% |
| WH $4.00 $7.98 -49.9% |
| AOB $4.31 $7.24 -40.5% |
| TBV $2.47 $1.18 109.3% |
| CSKI $14.16 $10.74 31.8% |
| STP $14.73 $43.53 -66.2% |
| XIN $4.76 $2.14 122.4% |
| PSOF $6.19 $2.74 125.9% |
| CDII $1.41 $1.52 -7.2% |
| CMED $19.71 $21.32 -7.6% |
| IWV $51.92 $73.09 -29.0% |
| Total $.00 $.00 18.7% |
Posts
No comments:
Post a Comment