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researcher59

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researcher59

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Re: Traderfan post# 85928

Tuesday, 09/20/2011 9:21:17 AM

Tuesday, September 20, 2011 9:21:17 AM

Post# of 94785
I don't fault Koza for investing in China microcaps .... however I'm very critical of his over exposure to the sector. He should have been at 10% exposure, or even 20% which I would consider very overweight, but anything more is crazy.

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