Value Investments can be hard to find. The companies that I will profile are all from big emerging economies such as China, Brazil, Indonesia, and Malaysia (to name a few). They are all real companies with consistent and growing revenue streams that have had valid audits. Let's find them together!

Monday, July 11, 2011

Goldman Sach's Bullish on China

Jim O'Neill, the Chairman of Goldman Sach's Asset Management came out today on Fast Money and discussed his view of China's inflation. 

A couple of Chinese stocks that will continue to rise as the Q2 financials are: BioStar Pharmaceuticals and Asia Carbon Industries. 

Asia Carbon Industries, ACRB, has continued to have a low value due to low volume.  This company is booming!  Look at ADA-ES (ADES) a comparable American coal company that has gone up over 50% over the last 30 days.  Now, I understand that this gain is due to data:

"8:34AM ADA-ES Provides Update on Refined Coal Activities; JV expects to install and commence operating the remaining 11 planned RC facilities in the fall (ADES) 15.23 : Co announces it successfully completed first year of operation of two refined coal facilities. The First of 16 planned new facilities successfully placed-in-service and passed emissions qualifications. The next four facilities are scheduled to be installed in July and August at plants burning an aggregate of approximately 10 mln tons of coal per year. Co's JV expects to install and commence operating the remaining 11 planned RC facilities in the fall, and is establishing schedules with customers in support of that goal."

ACRB is continuing to increase its production as well, but has little following and isn't getting much exposure.  Once it does, it will gain substantially!

Friday, July 8, 2011

Watch for Friday

Two Chinese based NASDAQ stocks were among the top gainers yesterday, China Auto Logistics Inc. and ChinaNet Online Holdings, Inc.  They are both continuing to rise in trading here this morning and will continue to go up as they both have solid numbers supporting them. 

China Auto Logistics Inc. catches my eye since it directly uses another company's products, Asia Carbon Industries (ACRB), that is still severley undervalued.  China Auto Logistics Inc. is a luxury automobile company whose sales have been rapidly growing since 2009.  According to their website 25%+ a year since then. 

A curious happening with their stock as well as CNET, both were trading at double where they are now not more than 90 days ago!  With the amount of scared investing that happened throughout Q2, people are starting to get back into the grossly undervalued stocks, like these!  As more of the real firms with well kept books continue to report earnings and file with the SEC for Q2, watch as they should gain more investment. 

Look into ACRB, BSPM, CALI, and CNET to grow as they continue to attract attention with their growth!