Fast Money's Taiwan Stock Picks Portfolio - Stockpickr! Your Source for Stock Ideas

Fast Money's Taiwan Stock Picks

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Date updated:01-16-2008

Taiwan has been a big underperforming versus China and among all of the emerging markets. What is the trade as Taiwan gets ready to hold legislative elections this weekend? Tim Seymour explained that Taiwan's opposition Nationalist Party is currently in the lead and is perceived to be friendlier to China and better for big business. The election happening this weekend is comparable to the U.S. primaries and the general election is set for March.

EWT
Ishare Msci Taiwa
$12.56
+0.80%
$12.58

Seymour says the way to play Taiwan is to buy iShares MCSI Taiwan Index (EWT), AU Optronics (AUO) and Taiwan Semiconductor (TSM).

People owning EWT also tend to own: BFK CHK CMCSA COP DBN DFJ EWY

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AUO
Au Optronics Cp A
$10.24
+3.54%
$10.05

Seymour says the way to play Taiwan is to buy iShares MCSI Taiwan Index (EWT), AU Optronics (AUO) and Taiwan Semiconductor (TSM).

People owning AUO also tend to own: CHRS NVDA COH CSCO GOOG JNJ MRVL

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TSM
Taiwan Semicond A
$10.48
+0.67%
$10.50

Seymour says the way to play Taiwan is to buy iShares MCSI Taiwan Index (EWT), AU Optronics (AUO) and Taiwan Semiconductor (TSM).

People owning TSM also tend to own: ABV AMX APC BBD BDC CIB CIG

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