BIDU, MR, FMCN, EDU
These stocks stand out. What they have in common? We can list the following criteria:
1. All had increasing most recent quarterly earnings and revenues.
2. Industry leader in their fields in China with substantial market share and extensive market penetration.
3. Profit margins are high in the industry. ROEs are high.
4. Have good management team.
Nothing really fancy.
I owned each and every one of them at some point of time. But why I could not own them for long? To make matters worse, I shorted all of them except for MR. I did not gain much from the shorting either.
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