Everyday Finance

Chinese Tech Stock Weekly Summary

It's worthy to consider Focus Media as well, FMCN. A fast-growing LCD display advertiser taking over the urban areas. Great growth, past returns.

Anatomy of a Chinese Bubble: A Checklist For Spotting Bubble Tops

I too am concerned about the rapid uptake in interest in the market, especially from the Chinese populous. It's evident is that there's an international bubble brewing in several regions including Eastern Europe, Mexico, Columbia (yes that's right; check out last week's businessweek) and the usual BRIC countries. However, I'm no market timer and I think there's some valuable upside to be obtained prior to the correction, especially from some individual diverse high quality companies. I now have positions in some double digit yielding real estate funds, utilities and then some more speculative plays. I'm planning on taking some off the table in a few months, but for now, enjoying the ride. For instance, Friday, WBD was up over 11% on no news a couple days after I bought it. I can't sit on the sidelines during the Nasdaq 5000 of the this time period though. I've posted research and analysis at:

everydayfinance.blogsp...

Feel free to visit and comment.

Dan at everydayfinance.