Comments on: Buy, Sell or Hold: iShares MSCI Brazil Index

By: Buy, Sell or Hold: It's Time to Book Profit on Brazil

Buy, Sell or Hold: It's Time to Book Profit on Brazil — Mon, 26 Oct 2009 07:31:16 +0000

[...] one year ago – Oct. 27, 2008 – I recommended buying the iShares MSCI Brazil Index (NYSE: EWZ). That week, the exchange-traded fund (ETF) reversed its [...]

By: Buy, Sell or Hold: Kimberly Clark Corp. (NYSE: KMB) Offers a Strong Defensive Position and a Generous Dividend Yield

Mon, 21 Sep 2009 09:31:36 +0000

[...] levels, which should lead to further acceleration next year. This has been my thesis since last October, when I called the turn on Brazil with my recommendation of the iShares MSCI Brazil Index (NYSE: EWZ), which has since doubled in [...]

By: Investing in gold

Investing in gold — Wed, 24 Jun 2009 14:10:58 +0000

[...] see the pattern. The Brazilian real (BRL) has also been a success story recently, and people have started to buy it. Yet in terms of gold its value has pretty much consistently plunged over the last decade. Gold has [...]

By: Germany: Emerging Market Profit Potential, With (Only) Developed Market Risk

Germany: Emerging Market Profit Potential, With (Only) Developed Market Risk — Thu, 18 Jun 2009 10:02:28 +0000

[...] the European Central Bank (ECB) has been the most conservative of all major central banks outside Brazil, and German Chancellor Angela Merkel has indicated pretty strongly that it had better stay that [...]

By: Obama Stimulus May End Up Hurting the Economy it Was Supposed to Have Helped

Obama Stimulus May End Up Hurting the Economy it Was Supposed to Have Helped — Fri, 29 May 2009 10:01:59 +0000

[...] Probably the best of the lot, with a projected budget deficit of only 2% of GDP, inflation of 4.4% and bond yields of 11.8% [...]

By: Looking For the Next Global Profit Play? Take a Look at These Emerging Market ETFs

Wed, 20 May 2009 10:06:20 +0000

[...] Morning Contributing EditorHoracio Marquez recommended iShares MSCI Brazil Index (EWZ) in his popular “Buy, Sell or Hold” column last October. It’s also one of the five emerging market ETFs that Money [...]

By: Buy, Sell or Hold Insight: GM Remains a High Risk Profit Play – Even as it Files its Turnaround Plan Today

Mon, 13 Apr 2009 20:34:48 +0000

[...] [Editor's Note: Horacio Marquez was working as a vice president of the Merrill Lynch Emerging Markets Fixed Income Group in 1994 when he correctly predicted that both Argentina and Mexico were headed for currency crises - cementing his reputation as an expert on both the emerging markets and on the nuances of global finance. Now Marquez brings that expertise to you with his newly created "Money Moves Alert” service. To find out more, please click here. "Buy, Sell or Hold" is a new Money Morning feature that has most recently analyzed such companies as PepsiCo Inc. (NYSE: PEP), Bank of America Corp. (NYSE: BAC), Suncor Energy Inc. (NYSE: SU), Potash Corp. (NYSE: POT), Garmin Ltd. (Nasdaq: GRMN), Berkshire Hathaway Inc. (NYSE: BRK.A, BRK.B), Cisco Systems Inc. (Nasdaq: CS), Chevron Corp. (NYSE: CVX), Valero Energy Corp. (NYSE: VLO), General Electric Co. (NYSE: GE), and steelmaker Nucor Corp. (NYSE: NUE). One recent recommendation, the iShares MSCI Brazil Index (EWZ), an exchange-traded fund (ETF) that invests in Brazil, actually rose 42% in the first six days after Marquez rated it as a “Buy.”] [...]

By: Buy, Sell or Hold: For a Defensive Stock, Wal-Mart Plays a Great Offense

Buy, Sell or Hold: For a Defensive Stock, Wal-Mart Plays a Great Offense — Wed, 08 Apr 2009 19:26:38 +0000

[...] Co. (NYSE: HPQ), Apple Inc. (Nasdaq: AAPL), Google Inc. (Nasdaq: GOOG), or the Brazilian ETF, theiShares MSCI Brazil Index (NYSE: EWZ), which rose 42% in the six days after Marquez rated it as a [...]

By: Buy, Sell or Hold: Mine Profits From BHP Billiton

Buy, Sell or Hold: Mine Profits From BHP Billiton — Wed, 08 Apr 2009 18:22:51 +0000

By: Buy, Sell or Hold: Brazil's Petrobras Will be Poised for Big Gains When the Economic Recovery Kicks Off in Earnest

Mon, 06 Apr 2009 09:49:26 +0000

[...] it had gone too far in its pessimism with respect to the future of the global financial markets and I recommended the iShares MSCI Brazil Index Fund (NYSE: [...]