So, I went on a bit of a spree the other day after unloading my Ebay shares I've been holding for a while in my traditional taxable trading account. The stock hasn't really moved and I don't foresee any near-term catalysts, so I've moved into some foreign holdings. I normally don't do a ton of trading and don't like throwing commissions to the online brokerages more than I need to, but I also want to be fully invested in this market based on some short term catalysts. Here are some recent purchases and drivers:


BIDU - I bought the other day and it's up 6% already; shear luck of course that I bought when I did. But really, I've been meaning to buy it for some time now and haven't gotten around to it. I've been to the site and although I can't read the characters, it's definitely a similar setup to Google, which I've been in and out of since I initially bought in at 290 years ago. As a top search engine in the hottest market around, this is simply buying into the expanding bubble I alluded to in an earlier post this week. The stock is up 70% over the past year. I will likely unload at +25%, then watch in disbelief as it runs another 50%, then when the bubble explodes, feel better again.


HXM - Although the U.S. homebuilders are struggling (slight rebound of late), the Mexican market's doing quite well, including the homebuilders. I was just in Mexico a few weeks ago and the construction boom is on. Everywhere you look; it reminds me of the U.S. building frenzy 5 years ago. The quality of life in the region has been steadily improving, the political situation is stable, and excluding the booing of Miss USA the other night, relations with the U.S., and hence trade is strong. Anyway, it's a big one in Mexico, good past performance and is about even from where I bought it recently. Although I don't own it now, I used to own American Movil (AMOV), a wireless company from Mexico as well. The stock has also performed well, I think I've just about filled my quote of international holdings on top of (FMCN), (IAF) and other funds and ETFs.


PGJ - Powershares Dragon - Chinese Index, discussed previously. Up 16%.


WBD - Wimm-Bill-Dann Foods - A dairy and juice producer from Russia. I know, not the sexiest sounding high flyer, but check out this chart: