Despite its appreciation in the past year, Gabelli Global Gold, Natural Resources & Income Trust (GGN) is still in a powerful bull market.

Investors should take a full position in Teva Pharmaceutical (TEVA), which just issued a buy signal.

Health benefits provider Humana Inc. (HUM) posted quarterly diluted EPS of $1.52 this morning, higher than analysts' estimates of $1.14 and above the company's own forecast of $1.10-$1.20. Humana also raised its full-year guidance, following the footsteps of United Health Group Inc. (UHI), which raised its guidance last week following a strong quarterly report. Cigna Corp. (CI) is scheduled to report quarterly earnings next week and is expected to post good numbers. Aetna Inc. (AET), which is reporting later this week, is not expected to post similar gains.

In the wake of the Goldman Sachs (GS) bombshell, there have been a number of stock upgrades and stock downgrades to financial companies in the last week. GS stock was beaten down recently on news of a civil fraud investigation of Goldman by the SEC, and has sent shockwaves through the financial sector. Stock upgrades include Bank of America (BAC), Brookfield Asset Management (BAM), TD Ameritrade (AMTD) and New York Community Bancorp (NYB). Stock downgrades include Wells Fargo (WFC), UBS (UBS) and Credit Suisse (CS). Goldman Sachs itself also saw a stock downgrade.

Don't go chasing companies based on American health care reform – the bottom line is that the biggest profit and sales growth is going to healthcare companies in China right now! Here are three China biotechs to buy right now: WuXi PharmaTech (WX), Mindray Medical (MR) and China Biologic Products (CBPO).

A lot of investors think that the Chinese currency should appreciate against the dollar and most major currencies, and we agree. It is possible today, even though the currencies are not free-floating, to receive the investment return of the currency rate via the Market Vectors Renminbi/USD ETN (CNY) and the Market Vectors Indian Rupee/USD ETN (INR). Still, I advise against buying those ETNs, even though I am bullish on both the renminbi and the rupee.

Retail sales for the month of March rose 1.6%, but there is some concern that the rise in consumer spending is only temporary.

With a new pattern of heavy accumulation and a buy signal, Corning Inc. (GLW) looks capable of breaking through previous highs.

China now leads the world in the green energy market, recently overtaking the U.S. for the first time. In fact, the money China invested in clean energy reached $34.6 billion in 2009, a sum dwarfing the $18.6 billion invested by the U.S., and far surpassing any other major economy in the world. Looking forward, I expect China will keep its solid lead as the country continues to spend 34% of its massive $586 billion stimulus package on green projects.

Treasury Secretary Timothy Geithner is in China this week, and over the next several days he'll be meeting with Chinese government officials on a host of matters concerning the two nations. At the top of the agenda for these meetings will no doubt be the currency issue. By all accounts, tensions over this issue have definitely eased in front of the Geithner visit. Last Thursday evening there were reports that President Obama and Chinese President Hu Jintao spoke via telephone for over an hour while Air Force One sat on the tarmac at Andrews Air Force Base, and you can bet that this conversation included a preliminary addressing of the currency issue.

We're getting a positive blizzard of retailers reporting March sales today. Without exception, sales are up, and in some cases, way up. Target Corp. (TGT) and Costco Wholesale (COST) lead the way. Target is reporting same-store sales are up 10.3% in March compared with March 2009 sales. Apparel sales were particularly strong, and the company's chairman/CEO/president said Target expects to beat analysts' quarterly EPS estimates of $0.74 "by 10 cents or more."

China Integrated Energy (CBEH) is one of the best managed private energy companies in China and a pure play on China's fast growing gasoline demand.

There's a good chance we'll see a mild correction in early April, but the bull market is intact, so investors should focus on the following stocks to commit cash.

On Tuesday, one of the solar sector's brightest companies failed to shine. China-based LDK Solar (LDK) reported a narrowed loss in its fourth quarter . A negative call by Barclays Capital back in February helped send shares of the highest profile stocks in the sector reeling, including Evergreen Solar (ESLR), First Solar (FSLR), SunPower Corp. (SPWRA), Suntech Power Holdings (STP) and Trina Solar (TSL).

As an investor in Chinese stocks, I'm constantly bombarded by musings of the country's coming economic bust. Anti-China pundits like to cite the froth in China's housing market, the high vacancy rate in some of the country's newest cities and the recent moves by China's central bank to increase reserve requirements as evidence that the country is on the brink of big economic trouble. I disagree. Stocks like CAAS, CTRP, NIV, PUDA, and SPU show China's strength.

Recently, one of the countries I've been asked about the most is Vietnam. And I'm not surprised, last year the economy was still able to grow by more than 5%, even despite the global economic slowdown. And looking forward, Vietnam is expected to post higher than 8% growth in 2010 and near 8% growth in 2011. That has a lot of investors wondering about the Market Vectors Vietnam ETF (VNM).

A top exec at the United Nations World Tourism Organization recently said China will surpass France as the largest tourist destination by 2015, if not sooner. That means big profits for top China travel stocks China Eastern Airlines (CEA), China Southern Airlines (ZNH), China TransInfo Technology (CTFO), Ctrip.com (CTRP), Home Inns and Hotels (HMIN), Priceline.com (PCLN) and Universal Travel Group (UTA).