Replies to post #59264 on China Growth Stocks

[rru2s]

Top Holdings mostly energy:
NEP:25%, LPH:24%, LLEN:20%, AERL:10%, CHGY:6%. Rationale for overweight is low downside risk and high China demand.

Remaining positions are 2.5% to 3% each:
UTA, LTUS, MSMLX, SIHI, ZSTN, SVNT. Quarterly changes in EPS and investor sentiment are less predictable than with energy stocks.