1) Market view:
Earning week, watch the following stocks which may affects the big market:
AA
JPM
INTC
Jeff: Still believe the top would be around April. Richard: Watch insidercow.com for Morgan Standley and GS sell stocks during the peak time. A pulling back may happen after OE.
2) sector discuss:
Rare earth stock pick by Jeff: AVL Compared to MCP
Mengli, watch out: KBH， XHB
Most have positive view about Financial sector, all agree 50% position on Financial is okay at the current market, Leap Call can make real money if long term view is correct.
Sasha: Warren Wang recommended sectors: Financial, Gold, Tech
3) China House issue
Property tax implemented in ChongQing City, soon in Shanghai, details not sure.
4) Stock recommendation /watch list：
AVL, OPEN, LMT, LVS, MGM, KRE
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