Ridiculous…but not complaining about Baidu – up $18 and change today. Will sell down more at $200 and keep about 1/3 of original position. Profits…have to book them occasionally.

I am not going to let the sillliness in China stop me from a few more names.

I am adding to my water play, the ETF – PHO. Not really China, but they have to drink…NO?

Also, Focus Media (FMCN) and SINA.

Focus was crushed today and I may add that finally and SINA is not at an all-time high, but I like the price action.

Disclosure – Long Baidu and PHO