Sino-Forest: Fact from fiction

Sino-Forest shares have lost 75 per cent of their value since a devastating analyst report two weeks ago accused the company of being a fraud.

With the appropriately named Muddy Waters research firm hurling serious accusations, and the company's response thus far being insufficient to shake the doubts what's an investor to believe in this mess?

Money manager John Goldsmith and investment advisor Susan Mallin were asked recently for their views on the stock.Click the player above to watch their interview.