chinese factor

http://www.zerohedge.com/article/china-proposes-cut-two-thirds-its-3-trillion-usd-holdings

"Xia Bin, a member of the monetary policy committee of the central bank, said on Tuesday that 1 trillion U.S. dollars would be sufficient. He added that China should invest its foreign exchange reserves more strategically, using them to acquire resources and technology needed for the real economy."

strong buy: GDO / MTE

nice compare: Avion Gold

http://static.gowebcasting.com/documents/files/events/event_00000381_vas3jGlw.pdf