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

Fast Money's Taiwan Stock Picks

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Created by barrons2

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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
$11.17
0.00%
$11.21

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: ABT BK CAT CSCO CTX DE DHI

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AUO
Au Optronics Corp
$10.63
0.00%
$10.58

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

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

TheStreet.com Rating: C What is this?

TSM
Taiwan Semiconduc
$10.88
0.00%
$11.28

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

TheStreet.com Rating: C What is this?

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