Glen Doth Know

Gary,

Good find! I have come across it. I’ve kind of gone “underground” lately.

http://www.glenbradford.com/blog/2009/02/get-em-while-theyre-hot.html

I’ve been constantly looking for ways to cut time in finding the most undervalued companies.

Lately, social networking with other people who do the same thing is saving me a lot of time.

I’m currently moderating a board for CYXN (haven’t updated it yet, short on time). This next week is finals week for me.

But, the boards I moderate I will be updating as soon as possible.

http://investorshub.advfn.com/boards/board.aspx?board_id=5800

http://investorshub.advfn.com/boards/profile.asp?user=143390

That said, I haven’t written anything lately because the audiences that read stock articles aren’t really the audiences that would be willing to buy into these kind of ideas. That would be a failing grade in marketing if I was going to continue. Not to mention that recommending penny stocks is in itself a highly frowned upon activity.

Glen Bradford
Purdue University
Masters in Business Administration
Bachelors in Industrial Engineering
School of Engineering Student Ambassador

www.glenbradford.com



From: Gary Rohland [mailto:grohla
Sent: Saturday, February 28, 2009 11:43 AM
To: gbrad
Subject: Glen- here's an undervalued China Micro for you

Hi Glen,

I've read some of your Seeking Alpha articles with interest. I believe you have a knack for finding good stocks in the Chinese microcap sector and hold some of the stocks you have covered, and am wondering what your opinion is on one you may or may not be aware of: China Yongxin Pharma (CYXN.OB)

You might want to kick the tires on this one if you like fast growers that are undiscovered.

PE of well below 1
trading about .08-.10/share here
ttm income/share .18
due to report 10K in April- it should be solid as most of their business is done in Q4 due to seasonality.

website:

http://www.yongxinchina.com/index.html


investor fact sheet/presentation:
http://www.yongxinchina.com/CYXN_0908_FactSheet.pdf



filings:
http://yahoo.brand.edgar-online.com/default.aspx?cik=1087848


disclosure- I am long CYXN as of this week, and am in the process of entering (slowly) accumulating.

Thought you might like it also.

Finally, I would like to add that you have an impressive resume and are clearly going places!

Cheers,

Gary Rohland
Tampa, FL

Labels: CYXN

CFO diagnosis

Hi Glen,

Mr. Levinson's major responsibility was investor relations. After my appointment as a VP of investor relations in December, Mr. Levinson resigned. There were no disagreements between Mr. Levinson and the company on any matter relating to the company's operations, policies or practices, which resulted in his resignation.

125,000 shares were issued to Mr. Levinson in consideration of him not receiving his 2007 and 2008 option award.

Best,

Jason

Great company, Game theory would indicate that people are selling
because they think that this stock is very risky.

By all means. I'll buy more as the price gets lower.

I have checked out their website. I have checked their financials. Now
I'm loading up each time it dumps 20% like clockwork.

Labels: CAEI

Scandalous CFO?

Tom showed me this company. (Tom Corson-Knowles) Thanks Tom!

From: Bradford, Glen Richard
Sent: Sunday, February 22, 2009 3:02 PM
To: 'ir@china3cgroup.com'

Hi,

As a prospective investor in CHCG, I noticed Joseph Levinson was your CFO for about the last year. He’s been the CFO of multiple Chinese companies and he’s got a history of resigning from pretty much everything he’s done.

I was curious if I could get his contact information or some sort of justification behind this. He forgo tons of stock option potential by resigning if he actually believes in CHCG.

Thanks in advance and could you please reply to all the people attached in this message?

Glen Bradford
www.glenbradford.com

Labels: CHCG

ghii, nwd, ors, caei, ltus, akrk, cyxn

i can't buy akrk or cyxn.

CAEI, ORS, CYXN

Unfortunately, I can't buy AKRK or CYXN... :-(

Tom,

I’m dumping XIN ASAP. I’m finding other opportunities that are significantly better. XIN is still a great company and will probably appreciate in price…

But, like most of my articles indicate: I will always drop a great deal if I find a better one. Right now, you can find growing companies with P/E < 2. That’s huge.

Just be glad you’re investing in china. It’s set to do significantly better than the US markets. The shanghai is already up about 27% so far this year, not to mention that it’s up more than that from its bottom.

I don’t plan on writing articles on the absolutely unbelievable deals I’m finding. I plan on putting them on my blog and trying to pick up a few more individual investors. When I feel that I’m personally invested enough, that’s when I’m going to take my ideas public again. I see no reason to tell other people about hidden gold when I am not set to profit from it.

Glen

From: Tom Anth [mailto:qbeagle
Sent: Saturday, February 14, 2009 3:26 PM
To: Bradford, Glen Richard
Subject: Re: KHD

Thanks for getting back to me, Glen - I do appreciate it. My one concern with KHD was their ability to grow, but throw in the China stimulus and their cash on hand and I thought it deserved more research.

I've read through your blog and completely agree on XIN, I picked up some shares back when it was below 2 bucks. I don't know much about GHII, but will definitely do some more digging on it.

Thanks again, Glen

Tom


On Fri, Feb 13, 2009 at 8:39 PM, Bradford, Glen Richard gbradf wrote:
Tom,

I was looking through their investor presentation. It looks like KHD may be cheap for a reason. The industry appears to be cyclical.

I think that there is probably more downside. That's my best guess. I would rather bet on companies that are going to grow in these hard times and are equally cheap.

Glen

Labels: KHD, XIN

The scene: In the past 6 months I’ve been squandering my college tuition money trying to make money by investing in undervalued companies in the midst of the largest financial crisis that we’ve seen in ages. At first, I was setting a fairly low bar to meet my criteria of acceptance. It worked! I was up 30% in the first month. In retrospect, that false positive clouded my judgment. But, I was writing for TheStreet.com and knocking back 100,000+ reads an article. What did I care?

Flash forward: So, I’m down roughly 50% from June 2008, and I’m actively jockeying for positions in companies that I simply can’t ignore. The potential upside on these companies will make your head spin. The downside from my perspective is minimal at best, especially when the company is set to make back its share price in earnings over the next 2 years, year, or half a year in a few cases.

First, I’m going to talk about the CFO that has two companies that I’ll be covering. Adam Wasserman is the CFO for both LTUS and GHII. He’s also involved with CWSI, GNPH, CAAH, and several US public entities. From my understanding, he left for China the 10th.

I thought about writing these ideas on a formal website. I'd rather not. I don't really want people to know about them. I'd rather have people that follow me and my family and friends get on before the plane takes off.

The Buy List:
GHII
NWD

The Wait List (Actually buys, but you can get them cheaper):
LTUS
ORS

Labels: GHII, NWD, ORS

Well,

The good news is that you’re interested in something that 99% of people don’t understand and that the 1% of people that do understand it only allude to the correct answers.

I would strongly recommend reading my basic truths: http://web.ics.purdue.edu/~gbradfor/glen/files/Stocks/Abstract.doc

Basically. The stock market to me is like a big grocery store. Everything has an intrinsic value. The trick is wandering around the store (looking through companies) and finding the ones that are retardedly on sale. Makes sense right?

Are there even sales to begin with? I believe so. Stocks fluctuate around 60% in any given year on average. Does the underlying business value fluctuate that much? I’d venture to say no.

If I have any advice: Don’t take advice. My mentor annualizes 15% even with this market crash (he was pulling 25%+).

Find someone that knows what they’re doing and learn it. Put your money where your mouth is only when your confident.

If you’re looking for a simple idea, magicformulainvesting.com is a good place to start screening. This is something that you really have to want to do and love to do. I’m obviously obsessed. I think it’s in my best interest to make my money work for me rather than work for money my entire life.

Financial independence is just around the corner,

Glen

From: dietrsnow
Sent: Wednesday, February 11, 2009 8:00 PM
To: gbradfo
Subject: Stocks: Could you help me please?

Hey Glen,

I came across your site just by coincidence while researching some stocks and was very interested in your whole way of trading for college and your strategy. I am only 15 but have been interested in the market for a few years now, but every time I go and invest in a company it never really pans out like the people I am getting the advice from say it should lol. And then the few that I get the hints of from Jim Cramer or someone like that occasionally seem to work. I really would like to try and understand where and how some of these big named people in the market actually figure out what stocks are good stocks to buy. The only problem I always run into while trying to do research and figure out what it is that they look for is that there are so many people out there with their own idea of what to look for between penny stocks and high divided yields that I can't make heads or tales of how to understand which are accurate ways.! That is what I figured it was worth a shot asking you for some help or advice on this. I know that you obviously can't tell everyone your specific method or strategy but I was just wondering if you could first of all help me with how to find find some for myself, but also if you could help me with some example of good stocks that I could currently look into. Any help you can provide me with is EXTREMELY appreciated!!! :]

Thank you so much for your time!

Brandon D.

Want to invest like Warren Buffet would? Great, Me too, that’s why I’ll now take 50% of the risk.

Do you have $50,000 that you would like to have managed in your own Ameritrade account for no management fees until February 2014?

Hey, as you know since my last great idea I’ve successfully turned $100,000 to $49,000 overall starting last June 2008. But, I am seeing once in a lifetime opportunities. I would love the financial capability of taking advantage of these opportunities. Here’s how the new plan breaks down.

5 years from now, if the account is $50,000: you keep it all. If the account is $0, I owe you $25,000.And then, I keep 50% of the gains.

Why would you trust me? I’m currently a BSIE/MBA 3+2 Cooperative education student taking more classes than anyone else here and learning more outside the classroom than inside the classroom. I’ve found companies selling at retarded prices! I’m talking the a construction company in the 2nd fastest growing city in the world guiding higher and selling for a P/E of 0.5 and less than book value and I’ve talked to the CFO.

So, basically, I plan on investing what I define as low risk/high reward type companies. That’s why I’m willing to owe you half for this opportunity.

Will I be able to pay you? MBA’s start from Krannert at $93,000. I fully anticipate being able to pay you in 5 years.

I’m only looking to run $100,000 on this new plan. First come first serve. If I get a lot of offers, I might have to make it 60/40.

Yes,

It's true that I've gotten sucked into the world of penny stocks lately. You know --- those stocks that are perceived to be hugely risky?

Well, what if they make their stock price in net income in the next 5 months and are selling for 1/9 of book value? That's less risky than any stock in the Dow Jones if you ask me.

I've been pennying away. The ones I like the most in decreasing order: GHII, NWD, AKRK, EVK, LTUS.

GHII may flop on the new wind farm coming 2009.
NWD may not pull out of the negative earnings as the raw materials normalize.
AKRK may not see a huge demand in cork related products.
EVK may never see the turnaround in global retail markets for clothing.
LTUS may run short of its operating income trying to foot the bill for it's plant expansion into inner mongolia.

They all may be delisted because of PRC policy.

But, I swear to this day that these deals look to be too good to be true. My friends and family think I'm nuts. I've always gone against the grain. Screw it. People have always criticized the best decision makers. From a historical perspective, I make terrible stock decisions but great classroom decisions.

Notice that that makes Adam Wasserman one of my favorite CFOs.

Glen