Debra Borchardt: That's what I was going to ask you. Is that why Joy went up because they got such a gloomy outlook and the numbers were not something that would make you want to buy this stock, but the stock went up.
Jim: I think that China, they're talking about a inflection for China. It is regardless of a China play, I talked about Yum! Brands (YUM)last night on Mad Money, China play, and you've got to start distinguishing between companies that are fiscal cliff plays and China plays, and the fiscal cliff being a powerful way to be able to cut the budget deficit.
But through austerity -- or Irish style is what I've been calling it -- because you go to Ireland you see that they voted in an austerity plan like we should be defaulting into, but Joy is a stock that's not going to be an American stock. It's going to be based here, but it's not going to be American.
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