Sino Agro Food
has institutional interest even though it trades on the PINK sheets because they consistently deliver on their promises so far.
is falling in price likely due to the offering just announced. People worry about the AR. This one is cheap and will be higher a few years from now than it is today.
Universal Travel Group
got beat up by John Hempton. Another weak short if you ask me.
is going to be a consistent grower and comes a little more expensive than the others here but I figure it's worth it.
ZST Digital Networks
has a lot of cash and is cheap by my calculations.
Well, there you have it. Now, if you're like me -- you'll find yourself putting your money where your mouth is. Or, you could be like everyone else and talk about the great things you could have done. The choice is yours. Please excuse me while I get back to making a fortune, but before I leave I want to tell you what I would do if I had a billion dollars.
I'd take half of it, and buy up entire companies at these multiples, roll them up into a billion dollar conglomerate and take them public on the Hang Seng / Shanghai and make something like xxx% on that half billion. I'd use the other half a billion to scoop up private placements at the same multiples. I figure I could turn $1 billion into much more -- the trick is being large enough to be able to buy entire companies and then piecing together a conglomerate to take public overseas.
Disclosure: Glen and his investors hold long positions in all the companies mentioned and he takes pride in putting his money where his mouth is.