We are anticipating a market pullback starting by December 5 in the Nikkei 225, and S&P 500, followed by an aggressive rally later in the month. As this market pulls back, we are accumulating both blue chips and small caps in Japan. Our preferred list of blue chips:
Advantest, Taiyo Yuden, TDK, Murata, Onward, Hitachi, Nidec, and small caps which are on the next slide.
Here is that list of small caps:
9629, 1379, 3937, 3565, 2180, 4816, 4733, 2154, 2181, 2146, 2471, 3798, 4384, and others.