Did someone say China? Yes, that's right. Who couldn't use some more exposure to China? Paul highlights a couple of his recent recommendations. E-House (NYSE:EJ) is, as its name would indicate, a real estate company in China. They market real estate and own the only on-line listing service in China, the Chinese equivalent to the MLS service offered in this country. It is a hot IPO, so beware (but I'm sold on the business). The other company mentioned was MindRay (NYSE:MR). They have created a cheaper alternative for medical imaging machines. This company is going international with some great success. He would be buying any pullbacks.
You must know Chinese stocks, and you must LISTEN IN!
http://www.wallstreetreporter.com/page.php?page=featured&id=27384
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Excellent newsletter
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