This account is pending registration confirmation. Please click on the link within the confirmation email previously sent you to complete registration.
Need a new registration confirmation email? Click here
TheStreet Open House

10 ETFs to Buy for 2012

Stocks in this article: EUOEISTURTKCSPLVTRNDTRNMEMBELDPCY

MILLBURN, N.J. ( Stockpickr) -- For the past four years, I have attended and spoke at the annual IMN Super Bowl of Indexing in Phoenix, the largest gathering of indexed and exchange-traded fund investors, advisors and service providers. Many new and recently introduced ETF products as well as timely ETF ideas are presented at the conference.

Every year, I return home from the conference with many new investment ideas worthy of inclusion in one's portfolio. This year is no different.

Without further ado, here are 10 Hot ETF Ideas for 2012.

Emerging Markets

I have long written about my investments in Israel. Whether it is through funds such as the iShares MSCI Israel ETF (EIS) or the Aberdeen Israel Fund (ISL) or in individual stocks such as Teva Pharmaceuticals (TEVA), Elbit Systems (ESLT) or Checkpoint Software (CHKP), I find that opportunities in Israel are plentiful and diverse.

An expert in investing in the Middle East brought three interesting facts to my attention. First is that Israel is no longer considered an emerging market; rather, it is fully developed, with the second-largest amount of ADR listings of any country in the U.S. markets. Second is that one can define the Middle East to include Turkey, even though the country is more precisely located in Asia Minor. Third, the Turkish market, while emerging, is highly developed and offers excellent opportunities.

>>5 Beaten-Down Stocks That Could Rebound in 2012

Turkey, despite recent diplomatic disputes with Israel, has increased its trade with that nation. Turkey also is a large trading partner with Europe and the U.S. The recent weakness in the European markets resulting from the bank and sovereign debt crisis in the EU has had a negative impact upon Turkish shares. However, Turkey still maintains its currency, the Turkish lira, rather than the Euro, which many of its neighbors and trading partners utilize.

A way to play this emerging market and a rebound in trade with Europe would be through Turkish ADRs or ETFs. I have two suggestions for Turkish investing: the iShares MSCI Turkey Investible Market Index Fund (TUR) and the country's mobile telecommunications carrier, Turkcell Iletisim Hizmetleri (TKC).

Let's not leave Israel out in the cold. If you believe that Internet, mobile communications, alternative energy and technology in general are growth sectors, then Israel is the place to invest. Start-up Nation: The Story of Israel's Economic Miracle by Dan Senor and Saul Singer is a must-read. This market is still quite investible, and the iShares Israel ETF, with a decline of about 33% this year, has underperformed the iShares MSCI Spain ETF (EWP) (-28%) and iShares MSCI Italy (EWI) (-24%) year-to-date. The Israeli ETF is way undersold, and I believe that this is providing a great entry point for 2012 and on a long-term basis.

1 of 3

Check Out Our Best Services for Investors

Action Alerts PLUS

Jim Cramer and Stephanie Link reveal their investment tactics while giving advanced notice before every trade.

Product Features:
  • $2.5+ million portfolio
  • Large-cap and dividend focus
  • Intraday trade alerts from Cramer
Quant Ratings

Access the tool that DOMINATES the Russell 2000 and the S&P 500.

Product Features:
  • Buy, hold, or sell recommendations for over 4,300 stocks
  • Unlimited research reports on your favorite stocks
  • A custom stock screener
Stocks Under $10

Jim Cramer's protégé, David Peltier, uncovers low dollar stocks with extraordinary upside potential that are flying under Wall Street's radar.

Product Features:
  • Model portfolio
  • Stocks trading below $10
  • Intraday trade alerts
Try it NOW
Try it NOW
Try it NOW

Check Out Our Best Services for Investors

Dividend Stock Advisor

Jim Cramer's protégé, David Peltier, identifies the best of breed dividend stocks that will pay a reliable AND significant income stream.

Product Features:
  • Diversified model portfolio of dividend stocks
  • Updates with exact steps to take - BUY, HOLD, SELL
Trifecta Stocks

Every recommendation goes through 3 layers of intense scrutiny—quantitative, fundamental and technical analysis—to maximize profit potential and minimize risk.

Product Features:
  • Model Portfolio
  • Intra Day Trade alerts
  • Access to Quant Ratings
Options Profits

Our options trading pros provide over 100 monthly option trading ideas and strategies to help you become a well-seasoned trader.

Product Features:
  • Actionable options commentary and news
  • Real-time trading community
Try it NOW
Try it NOW
Try it NOW
To begin commenting right away, you can log in below using your Disqus, Facebook, Twitter, OpenID or Yahoo login credentials. Alternatively, you can post a comment as a "guest" just by entering an email address. Your use of the commenting tool is subject to multiple terms of service/use and privacy policies - see here for more details.
Submit an article to us!
DOW 16,614.81 +215.14 1.31%
S&P 500 1,941.28 +37.27 1.96%
NASDAQ 4,419.4780 +103.4040 2.40%

Brokerage Partners

Rates from Bankrate.com

  • Mortgage
  • Credit Cards
  • Auto

Free Newsletters from TheStreet

My Subscriptions:

After the Bell

Before the Bell

Booyah! Newsletter

Midday Bell

TheStreet Top 10 Stories

Winners & Losers

Register for Newsletters
Top Rated Stocks Top Rated Funds Top Rated ETFs