Best China Micro-caps on the Market

[kuwlness]

BSPM

Today is the last chance to load up under $3 IMO. Today's price will seem like a fire sale tomorrow after they release their earnings IMO. .20 EPS is what I'm expecting.

Projecting .70 EPS for next year, uplisting to the Naz, easily $6+ in 6 months IMO ... get in on the cheap and reap the rewards.

 

[tiznow]

Agreed, it will be a drawn out battle over the next few trading sessions. However, there is really no economic data that's major enough to stop this rally. Unemployment is 3 weeks away. Other than that, all we have is some minor manufacturing data and consumer confidence #s ... If we dont break and hold 1100 by end of next week, I'll work with you and we can find some good shorts : )

its all about the dollar

no way the markets can move higher without sub 75 move IMO

 

[tiznow]

guess bspm not gonna spill it till morning

 

[kuwlness]

guess bspm not gonna spill it till morning

LMAO, was hoping it would be tonight. Now I wont be able to sleep. Have way too many shares after adding a few K more today in the low $2.70s.

:toast: to tomorrow being a good day for BSPM. Looking for .20, hoping for at least .18 EPS.

 

[kuwlness]

Here's my portfolio break-down going into EARNINGS

Earnings Due:
BSPM -- tomorrow, CC tomorrow (hold big position)
YUII -- tomorrow, CC tomorrow (hold big position)

CAEI -- Friday (small position)
CCGY -- Friday (mid-sized position)
CHGS -- Friday, CC Monday (mid-sized position)
CMTP -- Friday (small position) -- recent S-8 didnt sit well with me.
PUDA -- Friday (small position) -- waiting for pull-back after earnings to re-buy.

NEP -- Monday (I own the January $5 Calls)
YONG -- Monday (I own the December $10 calls)
CHME -- Monday (small position)


GL @)

 

[DeathEatsaCracker]

Your thoughts on CKGT and CSGH, please. They haven't been doing much after an early run up. I'm sitting at about a 50% gain on each of them.

 

[kuwlness]

Your thoughts on CKGT and CSGH, please. They haven't been doing much after an early run up. I'm sitting at about a 50% gain on each of them.

CKGT & CSGH both holds.

I'm on the go today, wont be able to post much. BSPM and YUII both reported stellar Qs (especially BSPM). BSPM might trade down slightly, get your buy orders in early and buy the dip if there is one. GL

 

[kuwlness]

Sorry all, last week was very busy for me. A couple updates:


CSOL - earnings disappointed. Sold-off too much, they have over .40/share in Cash, Book Value still $1.20+. No reason to sell here, I've been adding in the low .30s. Will take a few months, but worth holding IMO


New Additions:
TSTC: This could pull back to $10, or it could run to $15 short-term. Either way, it's a $25-$40 stock within a year.


YUII: one of my top holdings.
TSTC: one of my top holdings.
BSPM: one of my top holdings.

PUDA: Bought on the dip
CCGY: Bought more on the dip

CGDI: Reporting soon, keep an eye on it, I already own, but doesnt trade very actively.


Everything else stands as is. I will update more during the week. GLTA

 

[bbm]

Kuwl, what do think of CHIO... I getting crushed because I averaged up... Is this dead money or do u see this ever getting back to $1.50..??

 

[tiznow]

Bspm starting to fly again above 3

 

[Stonesquare]

BSPM!! Looking good. <<

China pennies been roughed up lately though, and got a feeling when the US markets head down it may put a damper on everything.

Been keeping an eye on XNYH, down 35% on their 3Q today - think it may be oversold? Their revenue and margins took about a 40% hit. Guess it's a bet on if you think the Chinese Govt stimulus will kick in, as their primary customers are the banks. Any thoughts?

 

[Shadytree408]

BSPM $$$$$

Hey Kuwl,

What do you think of ALIF now?

I've bought some in the low 1.20's and saw your buy in price of 1.10... should I consider buying more? sell? or hold?

 

[tanner12oz]

chio got annihilated today...chfi has been bleeding badly also

 

[kuwlness]

chio got annihilated today...chfi has been bleeding badly also

CHIO got raped. I bought 10k at .80. Honestly, I didnt think the Q was that bad. Some folks were buying after-hours on Friday thinking it would be back up today, glad I waited. Still worth significantly more. They made .08 EPS for the Q ... umm and it's trading at .80? Doesnt make sense not to own now.

CHFI has been slowly bleeding. I've emailed Wei and asked him to put out a PR or update shareholders immediately. .40 should be the bottom regardless IMO.

 

[kuwlness]

BSPM!! Looking good. <<

China pennies been roughed up lately though, and got a feeling when the US markets head down it may put a damper on everything.

Been keeping an eye on XNYH, down 35% on their 3Q today - think it may be oversold? Their revenue and margins took about a 40% hit. Guess it's a bet on if you think the Chinese Govt stimulus will kick in, as their primary customers are the banks. Any thoughts?

BSPM has been hot hot hot since there little sell-off after the Q earnings. .17 EPS was less than I was expecting, but it was money well-spent (advertising). Still heading to $5-6 by March/April. Uplisting in that timeframe, so that's why I think it's heading that high.

XNYH: I grabbed a bunch today in the low .20s. This will be a big turn-around stock next year. Probably a 5-bagger from today's close. China gov contracts says it all. Look at what GCHT has done since I recommended buying it at $1.50. Gov contracts in China = Profits for shareholders.

 

[tiznow]

its all about transparency

you are gonna see wild ass swings in these guys till they up things in that category regardless of their "cheapness"

reason BSPM is bucking the trend at a time the little chinese guys are hurting isn't just about their earnings and valuations

its about being more transparent...holding conference calls...showing signs they will be uplisting soon etc....

 

[kuwlness]

What do you think of ALIF now?

I've bought some in the low 1.20's and saw your buy in price of 1.10... should I consider buying more? sell? or hold?

ALIF: Honestly, I'm surprised it didnt take off after Q earnings. People were bitching about AR (account receivables). To me this is minor -- look at RINO, AR's didnt stop RINO from going from $5 - $30 now did it?

I love ALIF going forward. I actually waited for bottom confirmation and bought today at $1.12 (a little higher than the $1.09 bottom that I believe will hold) even though my buy-in price target was $1.15.

They're porting Adult Swim games to the Iphone $$, 3M owns 10% of their company and has the right to keep that percentage going forward if the company needs to dillute.

Hell, ALIF is easily $2.30, but it's probably going much higher in coming months. I dont plan on parting with my shares until well over $3.

 

[tiznow]

CHIO


Added some $1.44s earlier, got impatient, now trading at $1.40 ... ahh well, missed it by a few cents. Doubt it's going much lower. Should shoot back up to the $1.60s again soon. Just needs some more attention. I'm trying to give it to her

what happened to all the adding you were doing earlier on the big pop on CHIO kuwl?

 

[kuwlness]

what happened to all the adding you were doing earlier on the big pop on CHIO kuwl?

Ended up dumping those around $1.05 because of the big seller that was lurking and holding it down -- only had a small 1k position prior to today. Glad I did, I got 'em back at 20% off : ) ... still took a short-term loss, but not as bad as I wouldve if I had held and woke up to .80 today, lol.

 

[kuwlness]

its all about transparency

you are gonna see wild ass swings in these guys till they up things in that category regardless of their "cheapness"

reason BSPM is bucking the trend at a time the little chinese guys are hurting isn't just about their earnings and valuations

its about being more transparent...holding conference calls...showing signs they will be uplisting soon etc....

Yep, that's why I've been re-organizing my holdings. Top five holdings are:

1) TSTC
2) YUII
3) BSPM
4) PUDA
5) CKGT/CCGY/ACLO (all within 2% of each other)


ACLO got huge today because I was able to snag a bunch at .65 & .68.