Archive for the 'Brazil' Category
Brazil’s Gafisa (GFA) shows that home building can still be a growth business
Readers of that space know that the investment bias is toward large-cap companies with demonstrated trade models and a competitive advantage in established markets, preferably with a favorable global trend for support. But every once in while an exception is made for a non-conforming but innovativ…
Brazil’s SABESP demonstrates that water always has a market
Readers of that space know that the investment thesis offered here favors large-cap companies with demonstrated commerce models and who have a competitive advantage in established markets, preferably with a favorable global trend as a support. And along that line, Companhia de Saneamento Basico …
Petroleo Brasileiro has the economies of scale investors like
Readers of that space know that one argument forwarded here is that in the era of elevated energy prices oil/natural gas companies are likely to remain promising plays for the foreseeable future, baring the discovery of a cheap, widely-available, alternative energy source. And among oil/natural …
Best Stocks for 2008: ETF favorites with Materials (XLB) and Brazil (EWZ)
For 25 years, Steven Halpern, editor of TheStockAdvisors.com, has surveyed the main financial newsletter advisors asking for their favorite stocks for the coming year. that scoop is one of 100+ ideas in the Best Stocks for 2008 report.
“There’s no question that that booming growth in the emer…
Best Stocks for 2008: Sadia (SDA) & Cresud (CRESY) help feed South America
For 25 years, Steven Halpern, editor of TheStockAdvisors.com, has surveyed the main financial newsletter advisors asking for their favorite stocks for the coming year. that exposition is one of 100+ ideas in the Best Stocks for 2008 report.
“For my favorite stocks for 2008, I am looking to fo…
Best Stocks for 2008: Latin America banks on Banco Santander (STD)
For 25 years, Steven Halpern, editor of TheStockAdvisors.com, has surveyed the main financial newsletter advisors asking for their favorite stocks for the coming year. that composition is one of 100+ ideas in the Best Stocks for 2008 report.
“Banco Santander (NYSE: STD) is a ’swashbuckling Sp…
Wheat tops $10 per bushel — could cereal become too expensive?
Wheat prices pushed above $10 per bushel Monday, as dry weather threatened crops in Argentina, adding to concerns regarding a potential wheat shortage, Bloomberg News reported Monday.
The bullish move in wheat sent other grains and oilseeds higher. Argentina, now experiencing summer, is a key…
Canada pressures U.S., China, India at climate conference
The Bush administration opposes a United Nations draft proposal calling on developed nations to produce binding emissions cuts of 25%-40% by 2020, Bloomberg News reported Monday.
A U.N. draft document will sign for industrialized nations to implement those cuts as part of a proposal to repl…
Three experts offer a trio of global telecom plays
A trio of main advisors are looking external the US for opportnity in the telecom sector: Nick Vardy sees potential with Telefonica S.A. (NYSE: TEF), David Fried looks south of the border to Telefonos de Mexico (NYSE: TMX) and Dave Dyer recommends the more diversified Emerging Markets Telecommunicat…
‘Real’ smart: Supermodel Gisele Bundchen knows her currency baskets
Brazilian supermodel Gisele Bundchen earned $33 million in the first six months of the year. And when Bundchen signed on to do commercials for Pantene, she made an an strange inquiry: She wanted to be payed in the currency of her local Brazil not U.S. dollars. Early reports had said she was bein…
