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Jim Jubak, an investing columnist, suggested us to invest heavily in the international market, especially emerging market. He had a speech at the Vancouver Money Show 2010. His recorded video is available on MoneyShow.com.

Jim had 10 stocks pick from the emerging market. However, be cautious, Jim warned that emerging market is quite volatile. There is always another entry point if you miss the boat now. Here is his 10 stocks pick:

iShares FTSE/Xinhua China 25 ETF (NYSE:FXI)
Ctrip.com (NASDAQ:CTRP)
China South Locomotive & Rolling Stock (PINK:CSRGY)
Market Vectors Brazil Small-cap ETF (NYSE:BRF)
AmBev (NYSE:ABV)
Vale (NASDAQ:VALE)
HDFC Bank (NYSE:HDB)
Central European Distribution (NASDAQ:CEDC)
Lan Airlines (NYSE:LFL)
Standard Chartered Bank (PINK:SCBFF)

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Posted in Stock Picks

Tags: ABV BRF CEDC ctrp emerging market FXI HDB jim jubak LFL us market VALE

Stock Picks Update – April 2010

April 30th, 2010

It’s another end of the month. It’s time for an update of our stock picks for 2010. For those who don’t know, we participate in Canadian bloggers stock picks competition. Each participant has to choose 4 stocks in equal amount of dollars. We are not allowed to change our picks for the duration of 2010.

Here are the return of our stock picks year to date:

ASIA: –6.7%
CAGC: +18.32%
ITC: +7.18%
PEGA: -6.85%
Average return: +2.99%

For comparison, here are the return of popular benchmark, S&P 500 and Nasdaq 100.

S&P 500: +6.42%
Nasdaq 100: +8.46%

After beating S&P 500 and Nasdaq 100 in the last 2 months, we got hit pretty hard this month. We are now behind S&P 500 and Nasdaq 100. Firstly, we got hit by bad earning result from PEGA recently. The stocks dropped about 20% since earning report. Secondly, we also got hit very hard by CAGC after Jim Cramer recommended selling this stock.