I see it as a gamble but I do have a small position.

The way the media took the Muddy Waters story and ran with it kind of smells funny. This guy should not have as much credibility as he has gotten since the last company he shorted (Orient Paper) was completely exonerated after the auditors report.

Susan Mallin has a break down of the Muddy Waters report here

http://susan-mallin.blogspot.com/2011/06/sino-forest-muddy-waters-saga-report.html