One day with over 20% upside, I took my profit on MBT and VIP. Although historical retracement may push it even higher. I would wait for some smoke to clear before dipping again into these.
China's stocks ADR are the most attractive since China has embarked on supporting their market til at least the Lunar New Year.
As the year end window dressing comes, AAPL, MSFT, BABA, BIDU, FB, and perhaps YHOO should be on your list to add til the 2nd week of January before the tax selling begins.
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