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China Stock Guru

China Stock Guru (a pseudonym) has been investing in China for over 10 years. During that time he has made numerous trips to the PRC where he has seen the China Economic Miracle in action. China Stock Guru has worked with numerous Chinese companies as both a consultant and a board member. His experience in dealing with these companies leaves him well positioned to provide investors with insight into a company's current business as well as its future prospects.

Currently, China Stock Guru is focused on US listed Chinese companies due to the low multiples that the group trades at combined with the comfort of US GAAP auditing. This combination of value and transparency is unique in the investment world and leaves these companies uniquely positioned to generate outsized returns for investors.

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China Stock Guru's Latest Articles

Shorting the Long Bond: The Obama Solution Meets China
on Oct 31, 2008 about TBT
4 Chinese Stocks Positioned for the Rebound
on Oct 12, 2008 about APWR, CPSL, HOGS
Irrational Despair Is Creating Great Buying Opportunities in Two Chinese Companies
on Oct 06, 2008 about JNGW.OB, APWR
Pigging Out on Zhongpin
on Jul 10, 2008 about HOGS
China Precision Steel: This Rollercoaster Will Climb Big Hills
on Jun 16, 2008 about CPSL

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Wall Street Breakfast - Sample Wall Street Breakfast: Must-Know News by SA Editor Rachael Granby Bank trio becomes duo. Wells Fargo (WFC) will become the largest U.S. bank by branches with its bid for Wachovia (WB), after Citigroup (C) withdrew from compromise negotiations late yesterday on concerns about the quality of some of Wachovia's assets. Wells Fargo, with a bid valued at $11.4B, expects the purchase to be completed by the end of the year, and denies it will have to absorb assets shakier than originally thought. Government considers next steps. As the financial crisis continues to worsen, the U.S. government is considering two dramatic steps to turn around, or at least slow, the damage: guaranteeing billions of dollars in bank debt and temporarily insuring all U.S. bank deposits. The moves, which would mark the government's most extensive intervention to date, are in discussion stages only. Credit stays frozen. As frozen credit markets refuse to thaw, the cost of default protection on corporate bonds reaches new global records amid investor concerns the credit crisis will trigger corporate failures as companies struggle to finance their businesses. Interbank lending remains limited, and borrowing from the Fed's expanded discount window continued its trend of setting new highs every week, as the total daily average rose to $420.2B vs. $367.8B last week. Oil demand withers. The International Energy Agency warned Friday worldwide oil demand... Email continues...
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Jim Cramer's Picks -
Sample

Better Choices - Cramer's Lightning Round (10/15/08)

by SA Editor Rachael Granby

Stocks discussed in the lightning round session of Jim Cramers Mad Money TV program,
Wednesday, October 15.

Bullish Calls:

Continental Resources (CLR) -- "This is a remarkable decline. All of the high quality ones are down so much, I can't go against it. This is where you pull the trigger.
3M (MMM) -- The moment this stock starts yielding 5%, I'm a buyer. Until then, keep your powder dry.

Bearish Calls:

Computer Sciences (CSC) -- This is a company that was going to be bought, but they passed up the chance. Now I don't want to buy it."
Annaly Mortgage (NLY) -- I think this is a business model that needs to borrow money. Definitively do not buy."
Northrop Grumman (NOC) -- You can't own the defense stocks right now. If I had to own one, I'd look at Lockheed Martin (LMT) with its good dividend.
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