Replies to post #28629 on China Growth Stocks

[Traderfan]

I'm right about 90% invested as we speak. That is quite underinvested for me comparing to the last couple of months....FWIW

Are you?

[kuwlness]

100% Invested and 5% Margin ... Bears don't scare me.

1030 Head & Shoulders is how I'm trading this market, everyone on TV calling for a larger correction just wants to scare you out of the market.

[RyanW439]

I'm all in, and I'm not scared. Short term pain will have to be another persons gain. I'll hold through the rough patches, since I don't have the time or the T.A. knowledge to try to time the market..

[pnnymn]

60% invested and adding on doom and gloom selling

[tothe]

I am 100% with zero margin. I have two accounts, I started re-arraigning the IRA for the first time last week and today because of the market, the FED & Geo-Politics. This is a basic lower risk hedging tactic even if things go sideways for awhile. Wow, with two active accounts this puts me in class of the ECN Platform Traders!
The 401k account.

 
 CCME       100.000   $11.76  $1,176.00 
 SIAF    19,200.000    $1.40  $26,880.00  
 

The IRA account

 
 CCME      400.000   $11.76  $4,704.00  $5,074.40   -$370.40   -7.30%  
 FSMEX      81.484   $24.37  $1,985.76    $970.09   $1,015.67   104.70%  
 SGAS      200.000    $0.72    $144.00    $167.95   -$23.95   -14.26%  
 SIAF    2,400.000    $1.40  $3,360.00  Pending Update ‡  
  
 YUII      400.000    $9.50  $3,800.00   $3,959.95   -$159.95   -4.04%   
 

[Drexion2004]

Yep, i'm still 110% invested right now.

-Fernando

[Hogpilot]

Ari - Holding of Chinese Small Caps

Yes, I'm still 90% in stocks. I'm a certified bottom fisher and like to hunt when blood is in the water. I wait for those opportunities where fear and panic create opportunity, then scoop up the good companies as they fall back.

I'm an investor, and not a trader, so my approach is different than most on these boards. I buy what I believe are solid companies and hold them until they either stop growing or something fundamentally changes in their business model.

Your mileage may vary...

Hog

[justin s]

Yes, I am in strong, long, and more patient than ever. Currently holding 10 equities with about 15% buying power available. Largest current positions are CCME, TSTC, and NEP.

[KurtNYC]

Still in 95%, good to see others are too

As I am not a trader I have decided to take my lumps and hold tight for now, rather than loose more due to my own mistakes. Since I am new here, my entries into BSPM and CKGT leave me 25% down and wishing I wasn't but I am loving how SIAF and LTUS are doing, all considered. I happen to be in Taipei and Shanghai this week and I actually find it calming, seeing the wheels churning along. Its not real research, but no one I have talked to here thinks the economy is about to tank. They wonder what I am talking about. I don't expect this year to be an 09', I missed that, but I do hope by March to start breathing more green.

-kurt

[veggix]

Hi Ari,
still 90% invested, and planning to remain like that.
I'm holding:

CCME
NEWN
ALIF
CHNG
CHCG
CSGH
CALI
LPIH
CPQQ
LLEN
NEP
CWS
SOKF
TSTC

And I will consider rebuy PUDA after knowing the conditions of the financing.

PS: I'm not a trader. I plan to hold this positios medium/long term.

[FanPaw]

About 80% invested for the long term. But some new funds will become available shortly.

[researcher59]

ari: How about you ? Have you stayed mostly invested during this correction ?

As I posted previously I'm currently just 8% cash .... very rarely do I go beyond 15% at any time.

[ratobranco]

100% invested.

75% China, 20% Brazil, 5% USA (commodities only).

In China, trying to shift into names whose business strengths involve genuine creativity and technological innovation (e.g., TSTC, CPQQ), and that sell domestically, standing to benefit most from yuan revaluation (e.g., BSPM). Trying to shift out of names that are export dependent and whose only business strength is the fact that they can dump cheap chinese labor and a lowpegged chinese currency on the global market. That advantage will be tested in the near future.

Not as concerned about the china "bubble" talk, or the european sovereign debt problems. Hype.

Major headwinds:

1) Double dip recession in U.S. and Eurozone

2) High unemployment in U.S. and Eurozone leading to trade wars, punishing chinese exporters

Yuan revaluation is coming. Prepare your portfolio.

Debating whether to go short chinese banks (via FXI) for protection on a bounce, or to go short overvalued U.S. names that export to china and that are exposed to a slowdown in china's construction buildout (e.g., CAT)