|WEAK BUY||$112.960||BULLISH on GLOBAL STOCKS||GLOBAL||No|
The Chinese Internet space is strong and this company is well positioned. It has opened up markets for a variety of businesses. He does not have a huge exposure to China. Tencent (TCEHY-5) (WeChat) is the only one he has and feels it is better than BABA-N.
Managing Dir. & Portfolio Manager, Gluskin Sheff & Associates