Very interesting sector, and I love when stocks are being dumped on predictions and fear. First i looked at AHM, seemed like a great buy to me, but then I saw a post on the Yahoo forum that warned about AHM and recommended IMH, in sted. IHM looks even better, but then i saw a post that warned that it was to early to invest in IHM, and the writer recommended LUM instead. Lots of insider buying, nice balance sheet

I have put some of my money in this one, and have had a great run from 17,52 til over 36 this week. Still attractive, and the A-share is still trading almost 100% above shares listed in USA and Hong Kong. At some time they we match. ACH should go up 20 or 30 % in short time.

Sinopec is a very cheap chinese comapny that doesn`t like high oil prices. Chinese government have a negative impact on earnings. Sinopec is my guess on Buffets new investment:-)

A favorite for all value investors. Still cheap, and now that Chinese can buy foreign stock, this one I am sure will rally.

JDS Uniphase Corp. is a cheap technology stock. The stockmarkets goes in cycles, and surprisingly I find most cheap big companies in the tech sector. The long difficult period for technology companies have erased many competitors and those still intact have a great position to earn good money in the years ahead. I found pictures of the management team of JDSU, noen of them seemed retarded yet the comapy has been run in a horrible way. I think JDSU will be bought by a bigger player, if only to reduse competition and increase prices.

DELL is the strongest brand I think in personal computers. I really loved their business idea that every custtomer can create their own machine, pay in online and have it sent in the post. Their are now moving away from this strategy as I have heard. technically it looks perfect and DELL should go to 35-38 this year.

A REAL biotech company. Develpo antibodies, just like my former favorite stock Cambridge Antibody Technology, that was bought by AstraZeneca with a premium og nearly 70% Ok balance sheet, and technically, this is an obvious 150% gainer the next year.