Positive on China Valve and NetScout

Our Dallas presenter remains positive on NetScout Systems (NASDAQ: NTCT, $13.08) and China Valves Technology(NASDAQ: CVVT, $9.65). CVVT is being dragged down with the rest of China-based names, and is dirt cheap at these levels. NTCT is also very attractively valed here. The company just had its best quarter ever and raised guidance. Prospects are boosted by tremendous growth in wireless.