Perhaps a Safer Way to Play Emerging Markets
Daniel Fisher has written an article for Forbes highlighting several domestic stocks with large international sales exposure. Fisher indicates that investing in U. S. based stocks is probably safer than going overseas.
Forget about buying shares in emerging markets companies and rolling the dice on their murky accounting and governance standards. Instead, consider tapping into the wealth being created abroad via big U.S. stocks like Yum (market cap: $24 billion), 3M ($62 billion) and Cummins ($19 billion).
Fisher highlights companies with large foreign sales exposure in the following chart:
SMA Comment: Fisher’s idea is nothing new, but it’s always useful to consider stocks with large international sales for diversification benefits.
Source: Forbes
***
Related Posts
-
Global Gold Miners ETF Allocation IncreasedCash available was added to the SMA Portfolio's holding...
- August 10, 2020
-
-
-
Is the Retirement Crisis Really a Crisis?PBS Frontline recently presented a documentary called “The Retirement...
- April 25, 2013
-
Alarming Chart of the Stock Markets of 1987 and 2012-2013Several days ago I posted a chart showing the...
- May 22, 2013
-
Bill Ackman Thinks Diversification is for the Lazy
Bill Ackman made a speech at the Active/Passive Investor...
- March 4, 2010
