Notes Archive

Short Ideas: DX, RRD, SR, EBF

It is my strong suspicion that paper is on its way out and that paper-related companies are headed for the, er, dust bin.
Dying companies should exhibit falling revenues and profitability. I also look for companies with large debt as this could be a catalyst for a collapse, especially in a tough credit environment like [...]

HK, CSGH, ACY

Looked at a few things today:
CSGH (1.20) China Sun Group High-Tech Co
Recommended by a poster.  Earned .13 for FY2008.  Low PE for a growth story if a growth story.  I’m not familiar with their business.  What always worries me about tech cos is someone invents something better.
Other:
- no net debt
Their blurb:
China Sun Group High-Tech [...]