China Growth Stocks

[rru2s]

OK to be 95 percent invested? Good to hear because I'm 120% considering margin.

I think the collective wisdom is probably good on CCME here, not arguing that. I'm in LPH and NEP because they are in strong demand industries and their business models are easy to understand. LLEN same thing. LTUS because it is the most undervalued pharma out there, plus mostly makes prescription drugs not herbal remedies which could go in and out of being popular. Not to mention the new facility and uplist next year.

On my watch list, AERL, UTA, SIHI, ZSTN, CCCL. Had positions in these but got out with profits before things got worse in this space. Didn't get out of the energy sector, due to a gut feeling that the positive factors and news about oil and coal use should be more likely to bring a quick rebound this winter as opposed to other sectors. They will all bounce back sooner or later and I will re-enter positions in the watch list after another rate increase or SEC blow-up news event.