sinned-eel

China's Consumers Are Still Spending

Mr. Rhein,

I am interested in the present makeup of your portfolio. I recalled that you only owned 4-5 stocks and you concentrated your investments amongst their 4-5 stocks. Prior to the Olympics you took some stocks off the table. Have you purchased back those stocks or stock in other companies. Thanks.

Hedging against My Portfolio with Ultrashort Basic Materials

Why don't you just sell 1/3 of your position and then you don't need to hedge and have $$$ in your account to use later? Your hedge limits the upside of your full long position, so selling 1/3 of your long current position would do the same. You can collect interest on the extra $$$ in your account.

Battered Solar Stocks to Ride the Market Higher

Mr. White,

The EPS you are quoting from Yahoo Finance appears to be in yuans, not USDs. Is this correct?