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Opinions Terry Shaunessy
iShares MSCI SouthKorea E.T.F.EWYDON'T BUYJul 13, 2018
$66.20
Stock price when the opinion was issued
$219.57
As of Jun 18, 2026. Market Open.
E.T.F.'s
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PAST TOP PICK
(A Top Pick Nov 03/20, Up 37%) One of the Covid winners. He's reduced exposure now, no longer a bang the table buy, though it will do OK. He'd look for more sectors that are growth or commodity oriented.
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E.T.F.'s
PAST TOP PICK
(A Top Pick Sep 26/19, Up 22%) South Korea has endured this pandemic and proven to be resilient, and not blown its national balance sheet (like western countries). Their main exports are cars and tech components. South Korean assets are overlooked and under-owned, trading at 10.5x earnings and pays a good yield. SK is integrated on global supply chains. It is the poster child for post-Covid success.
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E.T.F.'s
TOP PICK
South Korean stocks are undervalued. The economy is resilient, having endured Covid well and totally integrated into world supply chains. It's benefitted from some supply chain shift away from China. South Korea is attracting more foreign capital flows. Samsung is EWY's biggest holding at 22%.
Tyler MordyOwned
E.T.F.'s
PAST TOP PICK
(A Top Pick Sep 26/19, Up 1%) Before the virus, Asian countries like South Korea were outperforming, and he feels this area has been unfairly sold off. South Korea will rebound, likely in the second half of 2020. If you own this, hold it.
Tyler MordyOwned
E.T.F.'s
PAST TOP PICK
(A Top Pick May 13/19, Up 13%) He's still very bullish about South Korea, exposed to a lot of trade, especially smart phones. Very cheap stocks now in South Korea, which investor have forgotten. This will do very well if the global economy stabilizes
Tyler MordyOwned
E.T.F.'s
TOP PICK
A past top pick. South Korea is deeply connected to global supply chains yet been hit hard by the US-China trade war, so it's deep in the bargain bin, yet promises the must upside now. SK is off everyone's radar. Good fundamentals too.
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E.T.F.'s
TOP PICK
It is south Korean. It is another left for dead asset. South Korea ranks number 1 for innovation. Semiconductor sales are bottoming from the trade war.
Tyler MordyOwned
E.T.F.'s
TOP PICK
It had a bout of bad news last year. Now the Korean stock market is very cheap and earnings multiples are attractive. Assuming there is not an all-out trade war, it is a place to get significant upside.
Tyler MordyOwned
E.T.F.'s
The future is Asia ex-Japan. This is the most direct way to do it. The #1 holding, Samsung, is 22% of the fund. Country funds tend to have a premium on the MER. Better way would be to just buy Samsung. Once you deconstruct the ETF, you see that it relies on just 1 or 2 stocks.