$BABA-BREAKEVEN

$BABA has been my portfolio STD. Like a bad case of herpes. It really causes me discomfort and an occasional itch, but I don’t want you know I have it, and definitely don’t feel like talking about it – even with loved ones.

I averaged down a couple months ago, but not until this follow though rally am I starting to see the redness and swelling die down.

I have a handful of China plays on here to sell you if you want them. Names like $SOHU, $CMCM, $SFUN, $CYOU, etc. I sold $BZUN earlier and picked up some $LITB in the $2.70’s. Was thinking about some $XNET.

Got any China plays that haven’t already been lit?

OA