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Post by T Bhat on Sept 10, 2011 22:06:43 GMT -5
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Post by T Bhat on Sept 18, 2011 13:54:24 GMT -5
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Post by T Bhat on Sept 25, 2011 10:13:31 GMT -5
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Post by gopalbhat on Sept 25, 2011 11:51:27 GMT -5
Are they shipping all raw material to china. From mines to port and finished goods from ports to warehouses (Costco, Walmart, etc). How about Southern Copper (SCCO) & China Mobile or China Telecom. I understand price of copper is falling and manufacturing is slowing down. But it has good dividends (around 9.75%). Now I am a apple fan (always worried apple will fall of the pedestral and I picked AAPL when it was down). Come Oct-4th or 5th, there will a iphone5 for rich and another iphone for masses. Will China Telecom (CHA) and China Mobile (CHL) benefit.
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Post by T Bhat on Sept 26, 2011 8:57:42 GMT -5
I stay away from Chinese companies ( especially now ) that there are rumors there is a bubble in China. Also the accounting can't be figured out - e.g; take a look at TRE (Sino Forest).
Not true of all Chinese companies but now there are better opportunities in US
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