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Mark Grammer China Merchants Holding 144-HK PAST TOP PICK Dec 17, 2009

(A Top Pick Dec 29/08. Up 56.02%.) Still likes.
Mark GrammerMark Grammer
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TOP PICK

China Merchants Holding(144-HK)

Dec 29, 2008
(Hong Kong Exch.) Manages the biggest port in southern China. Significant interest in port operations in Shanghai. Also build containers. Well run. Good infrastructure play. Trades at under 10X earnings. Good ROE in the mid-teens. No debt. Good dividend.
Mark GrammerMark Grammer
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PAST TOP PICK

China Merchants Holding(144-HK)

Jul 27, 2009
(A Top Pick Dec 29/08. Up 75.72%.) Ports company. China will continue to grow for the next 20 or so years.
Mark GrammerMark Grammer
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PAST TOP PICK

China Merchants Holding(144-HK)

Oct 07, 2009
(A Top Pick Dec 29/08.)
Mark GrammerMark Grammer
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