No. of Recommendations: 3
As originator and chief blabbermouth on the board, I feel a responsibility to periodically disclose my positions, and particularly if they change from anything I have said previously. (All positions are long, I have no short positions). This morning I made a major purchase, increasing or adding positions in 13 stocks.

The following numbered stocks are my "top ten" positions in order:
1. NTE - Nam Tai Electronics
2. OVTI - OmniVision Tech
3. UTSI - UT Starcom Inc
4. SINA - Sina Corp
5. SOHU -
6. NTES - (my #1 position a month ago)
7. APPX - American Pharmaceutical Partners
8. BSTE - Biosite Inc
9. MRVL - Marvell Tech
10. MATK - Martek Biosciences

I have smaller positions also in the following stocks (Tickers only).
New positions I have indicated.

You may notice that I have bought a 'starter set' of CHINA. (ha,ha)
My position is one-tenth that of SINA and SOHU, for comparison; but I am encouraged by CHINA's recent earnings. (Just not THAT encouraged.)
The value of the big "China Five" is about 50% of my total portfolio.

None of this is to be taken as a recommendation to buy or sell any of the stocks listed.


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