I'm tempted to add this to the portfolio but I'm pretty darn long already...
Contemplating.
There is nothing really proprietary about this company's business; it simply has the benefit of 1.3 billion Chinese x 2 lungs x XYZ # of buildings in China = boo yah. [Dec 3, 2009: IBD - SmartHeat: Heating Equipment Maker Benefits as China Spends to Clean its Air]
No position
