China Green Agriculture (CGA)

Always the last to find out.

A strong, forward looking company in a large hungry country. Ths is a no brainer.They are making a big move in R&D, and it will pay of big in a few years. Eating is not a passing fad.

L;ots of Food is what the world will need in the coming days

5 yr EPS growth rates of 23% with profit margins over 40%

This stock is so well loved and the endless claims of it being the next big thing have inflated the price to the point that I can no longer consider it a stock with the potential to be a multi-bagger but rather one that will fail to produce to everyone's ridiculous expectations and will become a victim of its own success.

Has all the right buzz words in the name - China, Green, Agriculture. Just kidding.

The run up in this company the last year is retarded.

I think this is going to soar in the long term. It's priced a bit high for my liking right now, but overall I think it's a great company at a fair price.

First of all, their product and environment are excellent. They sell high quality, strong-branded, organic fertilizer to China as population increases, arable land decreases, and people become more aware of environmental dangers. Their materials are abundant, and they have great margins.

Secondly, they recently expanded their production facilities from 15,000 metric tons/year to 55,000 metric tons/year. This high level of automation gives them a strong edge.

Lastly, their chairman owns a large percentage of the company, so management is dedicated.

Internal Chinese play. Buffered from global market. Products are indespensible to farmers who want to do better than the year before. Competitive populace.

One thing people will never stop doing is needing to eat. With Chinas population growing they will need more food, thus increasing profits for this company.

Given the tremendouc population in China and the need to feed them this will probably become a Potash in the next 10 years provided the usual Chinese shenanigans are not played by the management to make a quick buck...

canslim

China says "Green!" in the 11th five year plan, and greenery of the 'garden' variety is something for which the country is very well equipped. Long-term, CGA is green gold. The only question is: How long dare I wait to buy on the pullback?

Increased spending on defence would create a gravy train for this company with its foothold on DNA based testing methodologies.

Chinese farmers remain reluctant to risk new technologies...CGA will ride the wave of change as farmers adopt the organic model.

Overrated China play

Just released the quarter financials.
Best ever.
And the stock went down?
I'm in.

Ok, I'm in, maybe more out of morbid fascination than anything else... The company announces its quarterlies this Tuesday, and I should wait and see, but... there seems to be a little struggle for command of the stock price very lately, and I suspect there is going to be a floor under this stock's valuation, whatever happens. The fact that 4Xpirations Friday is coming, only makes me want to pop some corn and pull up the lawn chair!

On the other hand, long term and more seriously, whenever a government puts a sector on their priority list, its hard to bet against that... and if the government is China, which, all considering, has a very strong track record right now after steering their domestic resources toward globe-stomping growth (n.b., free marketers), I'm inclined to buy with real pesos.

Finally, China is very serious about their food supplies, buying huge tracts of land in the Global South, securing exporting agreements that assure the food products will not have to go through local markets, but straight back to China. China will ensure that they have the agricultural chemicals infrastructure to complement their strategic and vital ag interests, and CGA is one young beneficiary of that plan.

"imoutahere" could be right. but i still say outperform