Hey girl. Good to hear from you. And message the other day was true. If thinking of longing NTES, might see if it sells off in the a.m. tomorrow b/c of the Sina report. Check for good buying opp say 11ish EST. Then if it gets a good earnings rally short it next week. Personally would be careful shorting b/f the earnings on this one though--company's underlying business mighty strong by all accounts. Anyway, whatever you do, good luck to you too. And will check out PLAY and BEBE.
I traded PLAY only, and made good profit from it. It was a short-term play for me when I saw the over reaction on its negative comment and secondary offering announcement after a good earning report. Be careful with trading PLAY.
BEBE should do OK because of the holiday season. Why don't you check on ELOS, AAPL, and PTEN which are my long holdings? I think they have more potentials, too. NTES can be only a daytrading stock. I will be very careful with NTES.
"Then if it gets a good earnings rally short it next week." Oh, really! Did you short GOOG after it reported good earnings? You absolutely don't know when, what and how to short at all. You can still short GOOG if you like to short into rally.