iShares MSCI Mexico E.T.F. (EWW-N)

EWW would be our suggestion here. Up 29% YTD, assets are $1.7B, fees 0.50%, yield 1.44%. We think the thesis makes good sense. 
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Some are bullish on Mexico, in part because of the agreement between Canada, US, and Mexico. Plus, a lot of companies are opening up factories there -- lower labour costs and avoiding China's supply chain issues. There's a bullish case for investing in Mexico.

His only concern is that it's pretty much a narco-state. Police officers are being kidnapped by drug lords, tourists are held at gunpoint. Mexico has issues, all related to drugs. All it would take is a couple of terrorist attacks and tourism will dry up. 

Looks good in terms of fundamentals, but you have to be cautious. Only for people who are willing to be more aggressive.

Mexico. An emerging market you should trade rather than hold. You get exposure to telecom, beverage, financials and even Walmart Mexico. Fits into the general theme of emerging markets. Must believe that the Mexican pesos will improve, probably due to oil strength.

Sold off because of the election in the US. There is a nice little reverse head and shoulders pattern. It is finally showing some good technical action. Seasonally, it is strong from mid-October until the end of May of each year.

It is in a distinct downward trend, not performing as per seasonality. There are some signs of bottoming, but you want more conforming technical evident before entering.

Mexico – is it a good time to get in? What fund? Currency is your biggest risk. The peso has depreciated against the US dollar. It is not a pure energy trade like Canada often is. Telecoms and Banks don’t benefit from lower currency. Mexico exports energy. It is not the time to get in yet.

How to play Mexico. Civil unrest related to drug trade is there, but he thinks there is nothing wrong with buying it.

The Mexican economy is tied to the US. He thinks just buying Mexican real estate could be better. [caller was going to move to Mexico].

(A Top Pick Jan 7/13. Down 9.6%.) His expectation was that as the US economy recovered Mexico was likely to come along with it. Didn’t work out as well as he had hoped. Got stopped out at around $70 a share.

Doesn’t think we will break out of the current range for a while. He likes Mexico big picture. Buy on dips. Probably not a bad investment.

(A Top Pick September 18/12. Down 0.38%.) Many of the emerging markets had a very, very good fall and early winter this year but you had to come out of them in January-February. Be careful of emerging economies now as they are highly related to commodities whose prices look like they could be weak for a while.

This year has been a developed market year versus emerging market. Starting with China and then working its way all the way through the emerging markets, they broke down one by one. Mexico was about the most resilient, hanging in until May. Mexican economy is the most under levered developing country at the consumer and government levels. Debt levels are not a problem there. Also, it is a very young population with most people under 60. Demographics and balance sheets are good. Thinks it’s early to say that there is a shift back to the emerging markets. If you are going to have anything outside of the US, this would be a good way to play it.

He likes Mexico for a number of years. Earnings growth down there is about 22%, impressive. Valuation is a little on the high side, (17 times), but that isn’t so high in Mexico. It has a ways to go.

Started looking at this and may buy more because some of the jobs that were sent to China have been moved to Mexico. Mexican’s economy has done extremely well. An interesting, more speculative play.