Friday, February 11, 2005

Not your usual China plays.

Donald Straszheim of Straszheim Global Advisors on CNBC recommending a China play consisting of overweighting those companies who are taking advantage of China opportunities versus those who don't. Eg. Wal-Mart WMT over Target TGT, Yum Brands YUM over Wendys WEN, Godzilla vrs The Incredible Hulk. (Godzilla's next door, after all.)


Post a Comment

Subscribe to Post Comments [Atom]

<< Home