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To: Sr K who wrote (88048)	3/18/2012 3:57:54 PM
From: elmatador	1 Recommendation Respond to of 217549

Just think: Apple and Samsung are competitors. Walk into any Best Buy or Verizon store and you'll see their smartphones and tablets side by side. But the fund industry pretends they are completely different. Apple is the biggest single component of the typical U.S.-stock fund. Samsung, simply because it is headquartered in South Korea, is the biggest component of an emerging-markets fund. Someone who wants to get out of the "slow growth" U.S. economy and into "fast growing" emerging markets is selling Apple stock to buy Samsung.