China Watch: Make Money Off Energy-Price Hike: In a follow-up to yesterday's special edition, Brittany Umar and Patrick Schultz break down who wins from the Chinese government's energy-price increase.


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I have been to china

Also check out Focus Media, (FMCN) adds Pete Najarian.

china

sole advertiser in China

Olympics in China should allow to push this stock to test its previous highs.

China Watch: Sohu? So What?
Sohu.com just beat Q4 earnings estimates and has several things going for it. So why did Pali just downgrade it and why does Patrick think you should turn your attention to one competitor in particular.

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China Watch: How'd Last Week's Stock Picks Fare?
After today's huge down opening, Brittany Umar and Patrick Schultz go over the big stocks they discussed last week to determine if it is time for investors to step in.

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Barron's: How competitive is the market?

Samberg: It's not that competitive; it's location, location, location. Focus Media has an 80% market share. It has been diversifying into wireless and Internet advertising. It also is the leader in program guides. China has about a $13 billion ad market, versus a $155 billion market in the U.S. But 21 cents of every new advertising dollar is going to China, versus 20 cents to the U.S. As for valuation, there are 128 million shares outstanding. The stock trades in the mid-50s. The Street is at $1.42 a share for '07 earnings and $2 a share for '08. We think the company could do $2.50 this year and $3.25 in 2009. It is growing by 30% a year.

Growth

The Olympics only worked for Phelps, other than that China has been a bust in 2008.

don't trust

one loser out of 20 winners from Hu's recommendations