In this case, I felt very strongly that China was the place they had to be going, because of the growth issues that I talked about but also because China was so little known compared to the European countries.
After screening dozens of U.S.-traded China stocks against the model, one that stood out was cell phone giant China Mobile Ltd. (CHL) , which I featured in my most recent Forbes.com article. (Click here for that article.) But Ialso found a couple other smaller China plays that get solid marks from my Buffett-based strategy.