csgh – prefer this to iclk
sutr – waiting on Q2 to come out… Q1 was down
cpsl – p/e of around 8 or so. steel in china is HOT … makes me want to look at GSI
GSI – $39M in cash. haha, still … too expensive for me with a p/e of 6,
ddr – still a buy in my book, especially since they paid a dividend of 20 cents in june. that puts a yield over 10%
ish – oh wow. looks like a great day-trade stock, swing this baby.
iclk – 2009 revenue over $40M, sounds reasonable, so let’s use that, growth rate of 30%, i’d put net income at around $4M as far as an estimate goes, and that’s optimistic. 40M shares outstanding $4/40 = EPS 0.10, puts the P/E at about 11 right now, too expensive for me, but the upside based on that analysis is around 200% in the next year, but the growth could easily be higher than 30% YOY for a couple years explains why it was around $6.
cvvt – appears expensive.. but it’s a play on nuclear china, i’ve got a better play though
rz – not profitable

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