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Opinions John DeGoey
iShares MSCI Emerging MarketsXEC.TOTOP PICKApr 17, 2017
John DeGoeyOwned
$24.89
Stock price when the opinion was issued
$46.51
As of Jun 15, 2026. Market Open.
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HOLD
Great. A core holding. Low cost, pure beta play. Bullish on EM. They've underperformed for the last 11 years, and they're set for a long period of outperformance. The issue is that it's still 40% tech, and he's moving away from tech. Look at DEM instead, as it overweights EM companies that have higher dividends and a higher quality tilt. DEM is diversified, with a yield of about 4.5%, PE ratio of around 10.
E.T.F.'s
PAST TOP PICK
(A Top Pick Jan 24/20, Up 12%) Owns a lot of this. Two-thirds of this are mega-cap Chinese and Korean stocks, including Alibaba, Tencent and Samsung which rank among the biggest in the world by market cap. Yet, they aren't in indexes like EAFE. Eventually he thinks these big names will be migrated into the regular global ETFs. For now, XEC is the way to play them. Growth will come from Asia.
Terry ShaunessyOwned
E.T.F.'s
TOP PICK
He hadn't anticipated the impact of the coronavirus. It has a big Chinese content that can do well in the long-run but he wouldn't be in a rush to buy in right now. Stocks are very cheap in emerging markets and they are not affected by the virus.
David CockfieldOwned
E.T.F.'s
TOP PICK
BUY
An emerging markets ETF with good coverage internationally. It’s performed quite well recently. The multiples are more reasonable and growth potential is okay.
David CockfieldOwned
E.T.F.'s
TOP PICK
Some people say that Chinese problems might spill over. He sees it as production chains moving out of China into emerging markets. These economies look good, and multiples in these markets are reasonable. A very broad index. China is 30%, India 10% and a world wide spread. It’s recently had a good run.
David CockfieldOwned
E.T.F.'s
PAST TOP PICK
(A Top Pick Oct 05/18, Up 5%) He's been positive on emerging markets. There's a shift in production out of China to some of these countries. There are stocks from South Korea, Japan, Philippines and India amogst others.
David CockfieldOwned
E.T.F.'s
TOP PICK
A bit more risky. In EM, multiples and basic costs are significantly lower than in other areas. Some of these countries (such as Korea, Malaysia, Indonesia) are benefiting from the shift in production out of China. Yield is 2.71%.
David CockfieldOwned
E.T.F.'s
PAST TOP PICK
COMMENT
The emerging markets are interesting and outperformed the S&P in Q4. Since Q4 it has lagged however. The economic reforms and stimulus in China should support the emerging markets, however, the US China trade tension is too much of a wild card. Should have some exposure to emerging markets. The trade war can change things very quickly.
E.T.F.'s
PAST TOP PICK
(He’s been telling people for years that they should be buying more emerging markets. Tonight, he is giving 3 different ways to play the same theme.) This has a small-cap bias. The 2 main factors that are the most important to him are value and market capitalization.