Definitely buying the dip if you've missed the earlier run but be mindful of the company's balance sheet and Free Cash Flow. Other than Chinese banks trading at deep valuation, the other holdings I have in the CN portfolio are the "National" champions, BYD, Midea and Trip.com which is growing and expanding outside of CN at a faster clip than the domestically focused companies. Every time there's a dip, I'll just add more of the same!!
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