"There are signs that the credit logjam that's frozen markets around the world in recent weeks may be breaking," states global expert Keith Fitz-Gerald. In his Money Map Reporter, he suggests that investors begin scaling in to new positions in Templeton Emerging Markets Fund (NYSE: EMF).

The advisor explains, "Assuming historical relationships remain true, Asian markets, followed by South American and European markets -- in that order -- have the most to gain coming out of this crisis.

"The other thing that history shows is that deep corrections tend to turn out to have been spectacular buying opportunities in retrospect, particularly when the credit markets that drive them relax. This is usually about six months prior to recognized recoveries.

"Templeton Emerging Markets Fund is trading at a 12% discount to net asset value and offers a 16.9% yield. Fully 58.2% of its assets are concentrated in and around the Asian region, which is running the highest cash reserves as a percentage of GDP on the planet.

"We plan to scale into a position in Templeton Emerging Markets Fund over the next few months. This not only keeps our overall risk down, but it helps us average in cost effectively."

Steven Halpern's TheStockAdvisors.com offers a daily look at the latest market commentary and favorite stock picks and investment ideas from the nation's leading financial newsletter advisors.

Time for Templeton? Step into Emerging Markets (EMF) originally appeared on BloggingStocks on Wed, 26 Nov 2008 10:15:00 EST. Please see our terms for use of feeds.

Paul Tracy believes Templeton Emerging Markets (NYSE: EMF) is a buy due to the emerging market expertise of its manager, Mark Mobius. Here's the latest from his from The ETF Authority.

"Emerging markets can dangerous waters for U.S. investors. These markets often have little to no analyst coverage and can be highly inefficient.

"As such, this is an area where expert active management can be well worth the higher price tag. And despite charging 1.55% in annual expenses, the Templeton Emerging Markets Fund certainly falls into that category.

"Given the potential pitfalls, it's reassuring to know that this fund is overseen by Dr. Mark Mobius -- a battle-tested veteran with decades of experience dealing with these uncertain stocks.

"While most funds have no discretion when it comes to making tactical decisions, Mobius and his team have the flexibility to steer clear of troubled regions or sectors -- and overweight those that look particularly promising.

Continue reading Mark Mobius guides Templeton Emerging (EMF)

Mark Mobius guides Templeton Emerging (EMF) originally appeared on BloggingStocks on Wed, 28 May 2008 13:44:00 EST. Please see our terms for use of feeds.

For 25 years, Steven Halpern, editor of TheStockAdvisors.com, has surveyed the leading financial newsletter advisors asking for their favorite stocks for the coming year. This article is one of 100+ ideas in the Best Stocks for 2008 report.

"My favorite conservative idea for 2008 is Templeton Emerging Markets Fund (NYSE: EMF), a closed-end fund that holds the vast majority of its stocks in emerging market economies," says Carla Pasternak, editor of High Yield Investing.

"About a third of its stock holdings are in Brazil and China, two of the countries popularly known as the 'BRIC' economies (the other two are Russia and India). Led by one of the legends of emerging market investing,
Mark Mobius, EMF also goes off the beaten track to find stocks in Turkey, South Korea and Thailand.

"About a third of the portfolio stocks are in the energy sector, with another 20% in the industrials materials group such as iron ore. With energy prices and industrial commodities soaring this past year, EMF has been in the right
place at the right time.

"The same can be said of the entire emerging market sector. And since the world stock market bottom in mid-August, emerging market funds have been hot, hot, hot. These funds attracted $23 billion in capital in all of 2006, but since the last week of August have drawn more than $24 billion.

"Short term, the sage advice of Peter Lynch may ring in your ears -- Beware the hottest stock in the hottest sector.
Still, EMF shares haven't kept up with the asset growth of the fund's portfolio holdings, and the fund is trading today at an attractive discount of 10% to its net worth.

"In other words, you can scoop up a dollar's worth of stock for just 90 cents. Long-term investors willing to withstand a possible short-term pullback in the fund may want to invest at this time."

Best Stocks for 2008: Income expert votes for Templeton Emerging (EMF) originally appeared on BloggingStocks on Sat, 22 Dec 2007 08:00:00 EST. Please see our terms for use of feeds.

Each year Steven Halpern, editor of TheStockAdvisors.com, surveys the leading financial newsletter advisors asking for their favorite stocks for the coming year. This article is part of his 24th annual Top Picks Report.

Templeton Emerging Markets Fund (NYSE: EMF), a closed-end fund, is the top speculative idea from Daniel Frishberg, BizRadio host and editor of TheMoneyMan.com.

He says, "Right now, shoppers are buying, foreigners are spending, Asia and Latin America are growing, the world is awash in money, interest rates are low and jobs are plentiful -- so any sell-off early in 2007 could mark a real opportunity to join a stock market that's about to blast off.

"Templeton Emerging Market covers the Pacific and Asia, excluding Japan. Stocks of China, Taiwan, South Korea, Turkey are the main holdings. In each of the last couple of years, it has issued a very large dividend, and many advisors have suggested getting in, in advance, to capture the dividend.

"In reality, the stock declined by the exact amount of the dividend, as should have been expected, and while EMF is recovering nicely, we see it as even more attractive post-dividend. You get the gain without the immediate tax.

Continue reading Top Picks 2007: TheMoneyMan "emerges" overseas with Templeton

Top Picks 2007: TheMoneyMan "emerges" overseas with Templeton originally appeared on BloggingStocks on Sat, 23 Dec 2006 14:30:00 EST. Please see our terms for use of feeds.