$SKBI $PUDC $CPSL $TXIC $YGII and "bubblicious china?" email

skbi - ok fine, i don't hate it like i said i did, it's a buy. i'm sorry folks, i am hater no longer cwrn - pink haha no way chri - looks very interesting based on the numbers, havent looked at the story. way way small. bho - not predictable enough for me. but another one the hf manager recommended. tbsi - hf manager likes it, i like it as a play but it really isn't obvious enough for my $ rcon - looks like it will outperform the market in the next 5 years. just not good enough for me. ygii - this sounds like the motley fool one or ALRC. Those guys are so slow. admp - don't like it, no revenues pudc - like it still, getting more expensive cpsl - guess i'm supposed to like sutr more, but on the same page as gsi txic - like it, just not as cheap as what i own. gtx - no cctr - no csol - no

chng - no clue here. dont want to look further than not knowing cause i dont like Nat Gas.

Chris,

Great vibe and question. I know little to nothing for sure. My best understanding is that the markets over there that are unavailable for foreign investors are overheated and treated more like a casino than anything else as I understand businesses engage in cross investment and a lot of people have made a lot of money in the last 8 months.

The Shanghai and the Hang Seng have heated back up. The entire market and certain parts of it are overpriced. They are breaking out IPOs again.

So, I don't know what you own, and I'm not going to ask. I will say that I am comfortable sitting and owning the shares of the companies I own at the current prices, as they forecast imminent bankruptcy as opposed to double digit mind boggling growth (which appears to be the reality).

Know what you own and focus on not losing money. There's a lot of overpriced ideas out there as there are a lot of people who know significantly less than I and bet only on the large caps through ideas like pgj and fxi.

Fools, I think so. They know not what they do. To him who has ears, let him hear. My translation: I can't explain what I understand to other people who don't already see things from a similar perspective as I.

Glen

-----Original Message----- From: Christopher [mailto:] Sent: Saturday, August 01, 2009 5:44 PM To: Bradford, Glen Richard Subject: Bubble popping...?

        Glen-

I'm getting the vibe that maybe China is about to start a long "giving back gains" cycle----to put it nicely. Sounds like even the powers-that-be in their central bank are worried about over-leveredging over-levereging. We know how that works itself out...

I am thinking of selling all of my China holdings and re-entering on the "bottom". Do you have a feel for what is going on?

                   -Chris