Keith Wirtz, manager of the Fifth Third International Equity Fund (FIEIX) was on Kudlow and two of his picks were stocks I own for clients and have been writing about since the beginning, ANZ and SNP. Aussie banking and Chinese Oil. I have owned both for a long time. Both are important themes.
He was also on board with the Austria-as gateway-to Eastern Europe theme that I started in on last winter.
On a separate note, I had several comments and many emails giving a nod to my blogiversary, as Trader Mike put it. I try to answer emails and comments where called for but there are too many to respond to, which is great in different way.