Stockchase Opinions

Tyler Mordy iShares MSCI EAFE Small-Cap ETF SCZ-Q PAST TOP PICK Feb 25, 2019

(A Top Pick Sep 06/18, Down 6%) This is still good if global macro-economic expectations remain depressed, reasonable valuations and a likely upside. Also likes this for its Japanese exposure; Japan boast the highest ROE in the corporate sector and sitting on a lot of cash. Japan is a sleeper sector.
$57.220

Stock price when the opinion was issued

E.T.F.'s
It's the ideal tool to help you make quicker, more informed decisions for managing and tracking your investments.

You might be interested:

TOP PICK

Loves the Japanese exposure--their small caps are trading at almost book value. This is a higher beta play on the international recovery.

PAST TOP PICK

(A Top Pick Feb 26/18 - Down 8%.) The thesis behind this is that the recovery outside of the US is very much underappreciated. The economic data that is coming out of Europe is surprising on the upside.

TOP PICK

The thesis behind this is that the recovery outside of the US is very much underappreciated. The economic data that is coming out of Europe is surprising on the upside. A way to rotate out of the US.

PAST TOP PICK
(A Top Pick Sep 06/18, Down 4%) It is a broader based pick. This is for his view of a stabilizing economic outlook. It is a broad international small cap.
BUY
It holds Europe, Australia and Asia, broadly based and ares where valuations are good and are more leveraged to the economic cycle. SCZ has been quality outperforming its large-cap counterparts here for a while.