Can we just pick one stock? Part one will attempt to answer this and will ultimately fail.

From the ever depressing world of EWZ comes this quote:

"Looking at units outstanding versus one week prior within the universe of ETFs covered at ETF Channel, the biggest outflow was seen in the iShares MSCI Brazil Capped ETF (EWZ), where 7,150,000 units were destroyed, or a 7.2% decrease week over week." - Forbes

Attempting to simplify, let's narrow a search down to one stock.  We can take a peak at the ETFs that we've been overviewing and just select one company.  First, we'll check out the main components of the Asian ETFs.

First, here is TSM, which is Taiwan Semiconductor and is the main component (20%) of EWT.  Unfortunately, there is no real way to get to Samsung, the major component of EWY, through the US market.  You can pick some up as over-the-counter (OTC) or through Merrill Lynch, Pierce, Fenner & Smith Incorporated (MLPF&S - a BofA subsidiary), but that's not the way we want to go.  If we want to grab some of that juicy Samsung growth, then we'll have to stick with the ETF. 

How about the consumer discretionary or consumer staples which were VCR and VDC, respectively?  VCR has the holdings in the chart below.  The spread is nice, and if you remember from a few weeks ago this ETF was solidly outperforming SPY.  We can take a look at the top few, but they aren't necessarily a strong force pushing the value of this fund around.  Maybe, we just start with the ones that we know.  Amazon and Comcast come to mind, even though we don't necessarily want to support Comcast.

Top 10 Holdings (32.95% of Total Assets)

Company Symbol % Assets Amazon.com, Inc. AMZN 5.08 Walt Disney Company (The) Commo DIS 4.78 Comcast Corporation CMCSA 4.42 Home Depot, Inc. (The) Common S HD 4.27 McDonald's Corporation Common S MCD 3.65 priceline.com Incorporated PCLN 2.29 Time Warner Inc. New Common Sto TWX 2.24 Ford Motor Company Common Stock F 2.13 Starbucks Corporation SBUX 2.07 Twenty-First Century Fox, Inc. FOXA 2.02

VDC has the holdings shown in the chart below.  As you can see, the fund isn't quite as diverse.  Choosing one stock from this bunch is a little easier.  The fund has been tracking SPY very closely.  

Top 10 Holdings (60.71% of Total Assets)

Company Symbol % Assets Procter & Gamble Company (The) PG 12.11 Coca-Cola Company (The) Common KO 8.55 Wal-Mart Stores, Inc. Common St WMT 7.37 Philip Morris International Inc PM 7.25 Pepsico, Inc. Common Stock PEP 6.93 CVS Caremark Corporation Common CVS 4.89 Altria Group, Inc. MO 4.06 Colgate-Palmolive Company Commo CL 3.47 Mondelez International, Inc. MDLZ 3.10 Walgreen Co. Common Stock WAG 2.98

 
For next week, Procter & Gamble, Coca-Cola, and Amazon.

Profit!