Maybe You Should Ditch The Mexico ETF For Just 2 Of Its Stocks

By Benzinga: By: The ETF Professor , Benzinga Staff Writer

By Ulysses de la Torre:The election of a new Mexican president recently offers a good opportunity to review the major influences on investment performance in Mexico and whether any of them will change now with a different party in power.

By Ulysses de la Torre:America Movil's (AMX) financial management and market positioning surely contribute to its stock performance, but equally important is the relationship between the Mexican peso and the U.S. dollar.

America Movil SAB de CV (AMOV) Q4 2012 Conference Call February 13, 2013 10:00 am ET Executives Daniel Hajj Aboumrad – Chief Executive Officer Carlos Jose Garcia Moreno Elizondo – Chief Financial and Administrative Officer Oscar Von Hauske Solís – Chief Fixed Line Operations Analysts Alex García – Citibank Dan Kwiatkowski – UBS Ltd. Sean Glickenhaus – HSBC Securities USA, Inc.

By Stephen Simpson:Like people, companies change as they grow older. America Movil (AMX) was once a premier Latin American growth stock at a time when retail investors had few good options for investing in that region. Since then, both the company and its markets have matured, and investors now have numerous other options for investing in emerging markets.

By Qineqt:We are bullish on America Movil (AMX), as the company has shown growth across all major regions of its operations, but mainly Latin America. Despite substantial foreign exchange losses in the quarter recently ended, the company produced positive earnings and an impressive revenue growth of almost 10%.

The chart of the Mexico iShares ETF (EWW) shows why it’s hard to be excited about emerging markets right now. If you had to put your thumb on the major top down themes of the day — and perhaps the decade — there would arguably be four:

Michael Johnston submits:AdvisorShares, the Bethesda, Maryland-based firm that burst on to the ETF scene last year with a fund linked to the investing theories furthered by Harry Dent, continues to expand its presence in the active ETF space.