While the crowd is rushing into U.S.-centric stocks, my recommendation today is in China, partly because we’ve recently sold two foreign stocks and I want to recoup some diversification, and partly because the stock has pulled back to an attractive entry point. Other changes to the portfolio: General Motors (GM) from Hold to Sell, IntercontinentalExchange (ICE) from Buy to Hold and TAL Education (XRS) from Buy to Hold.
