China Growth Stocks

[justin s]

Why am I deeply vested in China small caps at this time?

Because there is no better place in the world to put my money and in hindsight we will find that this was a precious opportunity. Personally, I was worried a few weeks ago when we were riding high and many thought pulling money out was a mistake. Today, the bearish sentiment is everywhere and to me, there could be no better signal to buy then now. And with respect to China...give me a break... we are punishing an economy that is growing too fast? We are punishing the one economy that lifted us out of this recession? We are punishing the one economy that will dominate geo-economic-and-political discourse for the next hundred years? Despite the fact that I have seven figures in play at a time when most are deeply concerned, I could not be more secure with where my money is invested. And quite frankly, I love the fact that finally people are concerned. Damnit, look at these prices. Justin just turned into a very patient man and more confident than ever that 2010 will be a very good year by holding tight on great companies and pragmatically adding when circumstances permit.