Still sitting on big position of BIDU and BABA. Some JWN and added TGT to the mix today. Retail might be about to turn up for the next 4-8 wks. Stopped out of QCOM late last week and took profits in M on the buyout rumor spike.
China play is going well.
This has been the best 3-4 mo stretch I have ever had. I am currently flat in the volatility account and have been for a few weeks and only have small positions in the discretionary account. The Cecil Fielder account is up 90% on the year. It is a high risk account so I could easily get whacked at any time.