Spec, I bought ANGO on recent pullback. I already had some IRIS in the $10's, but bought more after its recent pullback. Are you following either of these? If so, what is your opinion? Also, what are your current thoughts regarding ABT & HSP? Thanks, Snug
I can't see the average Chinese consumer ever being as wasteful as us, so you're tapering off after the infrastructure build-out is an interesting idea. Mania's can last longer than my patience, however. I don't see many promising alternative market investments at the moment.
spec, I read a couple of posts today from a poster, andersonole, on the "canroys" board at iV, posts #258 & 267. I think he may shift your thinking a bit on the timing of the infrastructure buildout in China. His short posts are as insightful as anything I have ever read on message boards. Please take the time to log in at investorvillage.com and take a look at these two posts on the canroys board as I think you will appreciate them.haj