Greg's Fundomax Portfolio

Interactive Brokers (Ticker: IBKR) IB continues to hold above support and had a strong day Friday (up 4.20% to $29) IB is only now returning to its IPO price and I expect continued strength. IB is up 17% from $24.75 buy.

Mindray Medical (Ticker: MR) MR beat earnings estimate and moved up 3.16% Friday. The company was confident sales would continue strong growth due to several new products and China’s economic growth. This is a good Dollar hedge too. We're up 27% from $31.30 buy recommendation.

Comtech Group (Ticker: COGO) China ADR COGO has been in a sideways holding pattern for a month now, but remains firmly in a longer term uptrend. Its up 35.52% from $15.06 buy point. Corporate headquarter is in the city of Shenzhen. Getting the picture? Go where the growth is.

Companhia Vale do Rio Doce (Ticker: RIO) Worldwide producer of, um, well, everything. Brazilian based miner and producer of steel, fertilizer, precious metals, batteries and I could go on and on. They’re growing sales at 42% a year. This is a new holding for us.

Home Inns & Hotels (Ticker: HMIN) One of China’s biggest budget hotel operator and fastest growing is considering expending into other Asian countries and possibly further. The company plans to quadruple total units within three to five years. We’re up 39% from $31.30 buy point.

New Oriental Education & Tech Group (Ticker: EDU) China’s private educational services company teaches English to Chinese students among other courses. The company grew earnings at 55% in the latest quarter (year over year). Our buy point was 54, which gives us over 51% gain. Buy the pullbacks.

Suntech Power Holdings Co. (Ticker: STP) is our best performing solar holding is headquartered in Wuxi China. The solar manufacturer grew earnings at 55.60% year over year. The companies stock is currently forming a high tight flag, and remains in a strong uptrend. We're up 39.72% from our $40.80 buy point.

LDK Solar Co. (Ticker: LDK) is our most interesting Chinese solar holding, and recently the subject of several articles from the likes of Barron’s and Wall St. Journal, and not favorable stories at that. Since we bought at a pullback early we’ve never been to far in the red as this stock tumbled from a high over $75 to a recent trading range between 36 and 42, but we’ve given back some stunning profits. We’re sticking with management on this one, the story is worth it. We've used recent weakness to get our average share price to $38.16.

Focus Media Holding (Ticker: FMCN) stocks chart is a thing of beauty, as well as the companies’ fundamentals. The outside ad company grew earnings 126.2% year over year. Our trade is up 71%.

EMC Corp. (Ticker: EMC) Network storage and 90% owner of VMWare, the streets hottest new IPO. Big tech is back and we’re up over 28% from our $19.10 buy point. The stock trades at $24.55 and change and could trade over 30 within months.

Golf ETF (Ticker: GLD) Gold is back within striking range of its all time high near $850 dating back to 1980. We bought the gold ETF at the flag breakout near $67 and it’s up 19% to just under $80. It’s been good Dollar insurance, inflation hedge, and remains in a confirmed rally.

E-House (China) Holdings Limited (Ticker: EJ) is a Shanghai, China real estate services, brokerage and consulting firm that operates in the hot Chinese home building and management market. The very hot stock which IPO’d in August is up 26% from our $26.50 buy point to $33.60. The company is expected to announce earnings on November 15.