This post is one in a series in which more than 60 newsletter advisors share their Top Stock Picks for 2011. This special report is courtesy of TheStockAdvisors.com.

"Yongye International (YONG) is a leading developer, manufacturer, and distributor of plant and animal nutrient products in the People's Republic of China," notes Jim Trippon.

The editor of the Global Profits Alert explains, "Its plant nutrient product can significantly increase the plant's output and nutritional value and improve its taste.

It's no secret that China's phenomenal growth has been driving the global recovery. China's first-quarter GDP grew at an 11.9% annual pace despite three significant increases to reserve requirements that were designed to cool lending and growth. That's why in much of 2009 and early 2010 I was bullish on China and overweighted my global portfolios in favor of this country.

But all good things must come to an end and right now it's time to get selective about which China stocks you buy. That's why I recommend investors cut back their China holdings and look for new opportunities in emerging markets.

The market opened sharply lower this morning anticipating, perhaps, unemployment data that was worse than the data turned out to be. The September unemployment rate rose to 9.8%, exactly what most observers had been expecting.

The markets tried to gain back more than all the early losses, with all three major indexes ending slightly down. Crude oil has fallen below $70/barrel again, and gold has broken through $1,000/oz again. It could just be the case that the nearly 60% run-up since March in the S&P 500 was just wishful thinking that the economy was turning around and that consumer spending would would tick up as things improved. That thinking has not been borne out yet, so markets are likely to wobble around until the consumer decides what to do -- save or spend. The holiday season could write the ending to the story.

Here are todays unofficial closing numbers:

Dow 9,487.37 -21.91 (-0.23%)
S&P 500 1,025.18 -4.67 (-0.45%)
Nasdaq 2,048.11 -9.37 (-0.46%)