Despite a few days of declines, the Cabot China-Timer remains solidly positive, and our stocks are in good shape. Baidu’s earnings were a solid win and we expect the slight sell-off (probably profit-taking) to abate quickly. All in all, there are some good buys out there, and we’re moving toward fuller investment. We also have a list of tentative earnings dates for all of our stocks; read on for the full story.
