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Hedge fund and private equity consultant John D’Agostino, author of “Rigged: The True Story of an Ivy League Kid Who Changed the World of Oil, from Wall Street to Dubai” joins the panel.
Turkey
The country has political turmoil and a lot of pressure on the economy, explains Tim Seymour. However, I think Turkcell [TKC
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] is a buy, he adds, as a play on growing consumer demand.
Latin America
I wouldn’t touch Venezuela or Bolivia with a 10-foot pole, says D’Agostino. However Columbia and Peru have been fantastic over the past 5 years. I just got back from Columbia, D’Agostino reveals, and I think it’s a safe place to do business.
I like Tenaris [TS
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] says Tim Seymour as a Latin America play. Also look at CEMIG [CIG
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] as a Brazil play.
Read More:
> Find out what John D’Agostino said during his Feb 20th appearance on Fast Money in “Who’s Getting Rich Off $100 Oil?”
Check Out These Other Posts |
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Trader disclosure: On Mar.27, 2008, the following stocks and commodities mentioned or intended to be mentioned on CNBC’s Fast Money were owned by the Fast Money traders; Macke Owns (YHOO), (DIS), (INTC); Finerman Owns (GS); Finerman's Firm Owns (DSW), (MSFT), (SUN), (TSO), (VLO), (WMT), (YHOO), (NYX), (PM-WI); Finerman's Firm Is Short (IYR), (IJR), (IWM), (MDY), (SPY); Najarian Owns (BKC), (MSFT), (NOK), (ORCL), (TSO), (XLF), (YHOO), (AAPL); Najarian Owns (AA) Calls, (CCU) Calls, (COP) Calls, (NVDA) Calls, (BSC) Calls, (CHK) Calls; Najarian Owns (LEH) Puts, (MER) Puts, (USB) Puts, (OIH) Puts; Seymour Owns (CFC), (F), (MER), (MSFT), (TMA), 9AAPL), (TSO); Seygem Asset Management Owns (TSM); Charles Schwab Is A Sponsor Of "Fast Money"
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