KHD?

Tom,

I’m dumping XIN ASAP. I’m finding other opportunities that are significantly better. XIN is still a great company and will probably appreciate in price…

But, like most of my articles indicate: I will always drop a great deal if I find a better one. Right now, you can find growing companies with P/E < 2. That’s huge.

Just be glad you’re investing in china. It’s set to do significantly better than the US markets. The shanghai is already up about 27% so far this year, not to mention that it’s up more than that from its bottom.

I don’t plan on writing articles on the absolutely unbelievable deals I’m finding. I plan on putting them on my blog and trying to pick up a few more individual investors. When I feel that I’m personally invested enough, that’s when I’m going to take my ideas public again. I see no reason to tell other people about hidden gold when I am not set to profit from it.

Glen

From: Tom Anth [mailto:qbeagle Sent: Saturday, February 14, 2009 3:26 PM To: Bradford, Glen Richard Subject: Re: KHD

Thanks for getting back to me, Glen - I do appreciate it. My one concern with KHD was their ability to grow, but throw in the China stimulus and their cash on hand and I thought it deserved more research.

I've read through your blog and completely agree on XIN, I picked up some shares back when it was below 2 bucks. I don't know much about GHII, but will definitely do some more digging on it.

Thanks again, Glen

Tom

On Fri, Feb 13, 2009 at 8:39 PM, Bradford, Glen Richard gbradf wrote: Tom,

I was looking through their investor presentation. It looks like KHD may be cheap for a reason. The industry appears to be cyclical.

I think that there is probably more downside. That's my best guess. I would rather bet on companies that are going to grow in these hard times and are equally cheap.

Glen