Belief and understanding of the Macau marketplace

Go with the gold

Oracle is transforming its business. Databases by themselves do not sell. Its the applications that will cause the sale. This company is transforming and I think the fund managers don't understand it yet.

When the economy overall is good, GE is a good, safe way to ride it.

Toyota has gotten it right, I think that their market share will increase by 10 points over the next 2 years

As more people see Pursuit of Happyness, they are going to dabble in the market. Given the market heat and this incentive to the common people, AMTD is a good play.

Chinese growth in this stock has been ignored. I think that the funds don't see this as clearly as they should.

A great way to play emerging markets without needing to study them so heavily