"Don't trust anything in China." Sound familiar? I just wanted to cover a few stocks that I've been following that are set to blow away the numbers and the market is pricing them as if the motto is: "We Just Don't Care."

I want to go on record and say that all of these stocks will independently trounce any market average or unleveraged ETF in the next five years. They are cheap, continue to go unnoticed when they crush expectations, and have killer growth rates.

China MediaExpress Holdings ( CCME) is blowing away earnings. My calculations put this at a 10-bagger if it ever gets fairly valued in the next 5 years. Also, I don't see much downside risk. Traders are concerned that great news does not cause great price appreciation. Meanwhile, I'm ecstatic! Given the two times to buy at a certain price, before the great news or after the great news, I'll take the sure bet: after the great news at the before news price.

On June 1, Skystar Bio-Pharmaceuticals ( SKBI) was at $8.71 at which point they filed to raise capital. Since then, the stock has fallen 25% and the company has withdrawn the registration statement at the end of June because the CEO believes that the price is too low to justify expanding at this price instead of operating cash flow. Finally, a CEO that gets it! And, the stock has done nothing since then.

China Armco Metals ( CNAM) is a company that has been sinking 10-yard birdie puts and has fallen roughly 75% from 11 to 3. The CEO bought shares at $5. Institutional investors placed at $6.50. You can get it for $4. How's that sound?

China Biotics ( CHBT) has only fallen since reporting 62% revenue growth and forecasting 50% growth into 2011. My put is at "hyperconservative." If that's not an understatement, I donâ¿¿t really know what is.

Prevailing sentiment is just that. See where things are going and get there before they do. Sentiment will change to incorporate reality eventually. How long will stocks from the fastest growing, sexiest economy in the world, China, remain undervalued and ignored on the US Stock exchange by profit motivated investors?

It's funny to me when the cheapest companies in the world get cheaper. Nobody understood them to begin with. Why should more people understand them enough to buy them now? A dirty secret of asset management these days is that the perceived to be "safest" investments are actually the riskiest.

Risk comes from overpaying, and joining crowded trades is the best way to ensure this outcome and this is encouraged by the positive feedback loops of intermittent success of asset managers that are measured by immediate relative performance. More and more people are moving out of stocks into bonds, even U.S. Treasuries. Inefficiency bothers some people, but I try to make the most of it. As I've always said: "Uncertainty will certainly work for me."

Disclosure: Bradford and his investors are long China MediaExpress, Skystar- Biopharmaceuticals, China Armco and China Biotics.

This commentary comes from an independent investor or market observer as part of TheStreet's guest contributor program. The views expressed are those of the author and do not necessarily represent the views of TheStreet or its management.

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