A bounce in Brazil, Russia, India and China could mean strong gains in four stocks, Tim Seymour of EmergingMoney.com said Monday on CNBC.
Calling BRIC plays “dead money” for the past two years, Seymour on “Fast Money” called Brazilian oil space name Cosan CZZ “one of the best companies in the space.”
In Asia, China Mobile , with 700 million subscribers, is upgrading its legacy network to be able to handle the Apple iPhone.
(Read More: All-American Apple? iPhone 5’s Monster Lift for China)
“If we talk about even one-third conversion, this is a major, major event for CHL, which pays a 4 percent div,” he said.
Moving west, Seymour liked Yandex , which he called “the Google of Russia.”
Finally, in India, he liked the industrial giant Tata.
“This is a name you’d benefit into a cyclical upswing,” he said.
Trader disclosure: On Sept. 17, 2012, the following stocks and commodities mentioned or intended to be mentioned on CNBC’s "Fast Money" were owned by the "Fast Money" traders: Tim Seymour is long BAC; Tim Seymour is long INTC; Tim Seymour is long SBUX; Guy Adami is long C; Guy Adami is long GS; Guy Adami is long INTC; Guy Adami is long MSFT; Guy Adami is long NUE; Guy Adami is long BTU; Pete Najarian is long AAPL; Pete Najarian is long BAC; Pete Najarian is long C; Pete Najarian is long JPM; Pete Najarian is long INTC; Pete Najarian is long SBUX; Pete Najarian is long FB; Pete Najarian is long PSX; Steve Grasso is long AET; Steve Grasso is long ASTM; Steve Grasso is long AUO; Steve Grasso is long BA; Steve Grasso is long F; Steve Grasso is long LNG; Steve Grasso is long MHY; Steve Grasso is long P; Steve Grasso is long NVIV; Steve Grasso is long PFE; Steve Grasso is long S;
For Brian Marshall
Neither ISI nor its affiliates beneficially own 1% or more of any class of common equity securities of the subject companies referenced in this Report. No person(s) responsible for preparing this report or a member of his/her household serve as an officer, director or advisory board member of any of the subject companies. Neither ISI nor its affiliates have any investment banking or market making operations. At various times these reports mention clients of ISI from whom ISI has received non-investment banking securities related compensation in the past 12 months.
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