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Trading the Globe: Playing EM with US Stocks

There are quality, US-based stocks that are quietly making inroads into the emerging world, said EmergingMoney.com founder Tim Seymour Thursday.

Take soft drink maker PepsiCo , for example, which is currently putting infrastructure into India and China. After reporting that its quarterly profit rose 12 percent Thursday, the stock took a beating because it also revealed it had lowered the top end of its profit forecast.

"Part of this miss in this outlook is related to marketing costs. They're going to be growing the international world," explained Seymour, host of CNBC's "Trading the Globe," adding that 40 percent of the Purchase, N.Y.-based company's revenues are international.

In the auto manufacturers space, Seymour likes Ford Motor because it's making "significant" ground in Latin America and has a "big presence" in Europe.

Don’t forget to check out Tim’s "Trading the Globe" show Thursday, Oct. 7 at 7:30PM ET on CNBC

Trading Brazil's PBR

After announcing earlier this week that it won't meet production forecasts, Petroleo Brasileiro's stock has taken a beating.

That's not surprising to Seymour who noted it's not the first time the Brazilian-government owned oil company hasn't met a production forecast. He thinks the stock has been tough to call because a lot of new investors flipped the stock. It just needs to get into a range and investors should pick a spot, probably around $32 a share, he said. Seymour added that PBR is a "great, longer-term hold."

Gaming the World's Internet Needs

Seymour discussed another high growth, high beta play: growth in Internet penetration around the world, which he said will be "staggering" in the next few years.

To play it, Seymour suggests looking at companies that work with Cisco , including SKTelecom in Korea and Chunghwa Telecom in Taiwan and Netease.com in China.

"The whole wi-fi Internet space in emerging is one of the great reasons why you buy the emerging market consumer," Seymour said.

Watch the video to see Seymour's full comments—it starts at 2:30.

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Trader disclosure: On Oct. 7, 2010, the following stocks and commodities mentioned or intended to be mentioned on CNBC’s Fast Money were owned by the Fast Money traders; Terranova Owns (APA), (AAPL), (IBM), (EOG), (HES), (OIH), (OXY), (ORCL), (RSH), (UPL), (SU), (VRTS), (XBI), (RIG), (VRTS), (FTO), (PEP), (JOYG), (C); Terranova Is Long (GLD) Puts; Terranova Is Long (FCX) Puts; Terranova Is Long (JOYG) Puts; Terranova Is Long (OIH) Puts; Terranova Is Long (FFIV) Puts; Karen Finerman owns (JCG); Karen Finerman owns (GYMB); Karen Finerman owns (AEO); Karen Finerman is short (ANF); Karen Finerman's firm is long (BP); Karen Finerman's firm is long (YUM); Karen Finerman's firm is long (GENZ); Karen Finerman's firm is long S&P 500 Puts; Karen Finerman's firm is long Russel 2000 Puts; Karen Finerman's firm is short (JR); Karen Finerman's firm is short (MDY); Karen Finerman's firm is short (IWM); Karen Finerman's firm is short (SPY); Cortes Is Short (XLF); Cortes Is Short (BAC); Cortes Is Short (BIDU); Cortes Is Short Euro; Cortes Is Short Mexican Peso; Cortes Is Long German Bonds; Pete Najarian is long (AA) Calls; Pete Najarian is long (MAR) Calls; Pete Najarian is long (YUM) Calls; Pete Najarian is long (AKAM) Calls; Pete Najarian is long (BP) Calls; Pete Najarian is long (BEXP) Calls; Pete Najarian owns (BRCD); Jon Najarian Owns (BKE); Jon Najarian Owns (ZUMZ); Jon Najarian Owns (ADBE), Is long (ADBE) Call Spreads; Jon Najarian Owns (DCTH), Is long (DCTH) Call Spreads; Jon Najarian Owns (ANF), Is Short (ANF) Calls; Jon Najarian Owns (LTD), Is Short (LTD) Calls; Jon Najarian Owns (AEO), Is Short (AEO) Calls; Jon Najarian Owns (AA) Call Spreads; Jon Najarian Owns (SVNT) Call Spreads; Jon Najarian Owns (BEXP) Calls; Jon Najarian Owns (JCP) Calls

For Joe Terranova
Terranova is chief market strategist of Virtus Investment Partners, LTD.
Virtus Investment Partners own more than 1% of (ABAX)
Virtus Investment Partners own more than 1% of (ALK)
Virtus Investment Partners own more than 1% of (AMKR)
Virtus Investment Partners own more than 1% of (CASS)
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Virtus Investment Partners own more than 1% of (DRYS)

For Deborah Weinswig
An Employee Of Citigroup Global Markets Or Affiliates Is A Trustee Of (TGT)
Citi Employees Own (WMT), (JCP)
Citigroup Global Markets or Affiliates Owns 1% Or More Of (SKS)
Citigroup Global Markets Or Affiliates Has Managed Or Co-Managed An Offering Of (DG), (HD), (TGT), (WMT) In Past 12 Months
Citigroup Global Markets Or Affiliates Received Investment Banking Compensation For Services Provided In Past 12 Months From (DG), (KR), (SKS), (TGT), (WMT)
Citigroup Global Markets Or Affiliates Expects To Receive/Seek Investment Banking Compensation From (HD), (KR), (WMT) In Next 3 Months
Citigroup Global Markets Or Affiliate Received Non-Investment Banking Compensation From (HD), (JCP), (KSS), (KR), (M), (SWY), (SVU), (TGT), (WAG), (WMT), (COST) In Past 12 Months
(DG), (HD), (KR), (SKS), (TGT), (WMT) Are Or In Past 12 Months Were Investment Banking Clients Of Citigroup Global Markets
(CVS), (DG), (HD), (JCP), (KSS), (KR), (M), (SWY), (SKS), (SVU), (TGT), (WAG), (WMT), (COST) Are Or In Past 12 Months Were Non-Investment Banking Clients Of Citigroup Global Markets (Securities-Related Serices)
(HD), (JCP), (KSS), (KR), (M), (SWY), (SVU), (TGT), (WAG), (WMT), (COST) Are Or In Past 12 Months Were Non-Investment Banking Clients Of Citigroup Global Markets (Non-Securitites-Related Services)
Citigroup Global Markets Or Affiliate Received Compensation From (DG) In Past 12 Months
Citigroup Global Markets Is A Market Maker In (CVS), (M), (COST)
Citigroup Global markets And/or Affiliates Has A Significant Financial Interest In Relation To (CVS), (HD), (KSS), (KR), (LOW), (M), (JWN), (SWY), (SKS), (SVU), (TGT), (WMT)
Citigroup Global Markets Or Affiliates Owns 5% Or More Of (SKS)

For Mike Olson
(ROVI) has been an investment banking client of Piper Jaffray during the past 12 months
Piper Jaffray is a market maker in (AAPL)
Piper Jaffray is a market maker in (ADBE)
Piper Jaffray is a market maker in (ADSK)
Piper Jaffray is a market maker in (AKAM)
Piper Jaffray is a market maker in (AVID)
Piper Jaffray is a market maker in (CSTR)
Piper Jaffray is a market maker in (CTRP)
Piper Jaffray is a market maker in (DTSI)
Piper Jaffray is a market maker in (EXPE)
Piper Jaffray is a market maker in (LNW)
Piper Jaffray is a market maker in (NFLX)
Piper Jaffray is a market maker in (PCLN)
Piper Jaffray is a market maker in (PMTC)
Piper Jaffray is a market maker in (RNWK)
Piper Jaffray is a market maker in (ROVI)
Piper Jaffray is a market maker in (SFLY)
Piper Jaffray is an occassional market maker in (DLB)
Piper Jaffray is an occassional market maker in (OWW)
Piper Jaffray is an occassional market maker in (STV)

For Simon Baker
Simon Baker Owns (SLW)
Simon Baker Owns (IGTE)
Simon Baker's Firm Owns (SLW)

CNBC.com with wires.

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