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Model Portfolio Performance - April 16, 2010
The LSI Growth Portfolio is now $163,700 as of 4/15/10 close. Since the beginning of 2009, this is a 93% increase, almost three times the 35% return of the S&P500.
Stocks mentioned:
MercadoLibre (NasdaqGS:MELI), Vale (NYSE:VALE), Ambev (NYSE:ABV),Grupo Televisa (NYSE:TV) and others.
Mexican Tycoon Beats Buffett As Richest Person
Issue #17
Latin Stock Investing | April 2, 2010
Dear Subscriber,I love popular personal financial success stories to motivate me. The latest Forbes poll of billionaires gives the world's richest title to Carlos Slim Helu. He is the Mexican tycoon behind the telecom giant, America Movil(NYSE:AMX) and a significant investor in other major companies including the New York Times (Nasdaq:NYT). Where does he see value?
Model Portfolio Performance - April 2, 2010
The LSI Growth Portfolio is now $159,096 as of 4/1/10 close. That's a whopping 96% in just one year. Take a look at five top unrealized profit positions from the newsletter service to see the trends at work.
Stocks mentioned:
MercadoLibre (NasdaqGS:MELI), Vale (NYSE:VALE), Ambev (NYSE:ABV),Tenaris (NYSE:TS) and others.
Iron Ore Pricing Heats Up Again
China vs. Iron Ore Oligopoly
Trading Alert | March 17, 2010Don’t count the global natural resource commodity cycle over yet.
This week BHP Billiton (BHP:NYSE) announced that it is now getting huge rate increases for iron ore based on market-based shorter-term pricing versus the annual pricing system. Here are my comments on why this is also a plus for Vale (NYSE:VALE) and my other current trading recommendations to subscribers.
Stocks mentioned:
Vale (NYSE:VALE), Brasil Foods (NYSE:BRFS),Cosan (NYSE:CZZ) and others.
Riding on Chile's Recovery Wave Post Elections
Issue #16
Latin Stock Investing | March 2, 2010Dear Subscriber,
Over the last twelve months, copper prices have surged more than 115%!
After the earthquake US Secretary Clinton met with Chilean President Michelle Bachelet. It was a clear sign that Chile is important to the U.S. not just for natural resources but also as an active participant in President Obama’s upcoming nuclear security summit. Chile's economic and political roles in the world are growing.
But for now how much higher can copper and materials stocks go?
Model Portfolio Performance - February 15, 2010
The LSI Growth Portfolio is now $147,160 as of 2/15/10 close. Since the beginning of 2009, this is a 73.4% increase, almost three times the 24.5% return of the S&P500.
Stocks mentioned:
MercadoLibre (NasdaqGS:MELI), Vale (NYSE:VALE), Ambev (NYSE:ABV),Petrobras (NYSE:PBR) and others.
Shell's sweet trade with Cosan for Brazilian ethanol and sugar
Shell and Cosan's New Venture
Portfolio Facts | February 2, 2010When a race starts, it’s really something to watch.
Within a few days two announcements about Brazilian sugar lit up stock traders’ screens. First, Bunge (NYSE:BG) announced it was selling fertilizer mines to Vale (NYSE:VALE) and would invest part of the proceeds back into Brazilian sugar. Then Cosan (NYSE:CZZ) disclosed it was in talks with Royal Dutch Shell (NYSE:RDS/A) about a large sugar and ethanol joint venture valued at $12 billion. While each deal has its own logic and timeline, it’s clear that sugar prices are headed for another high in 2010 and that serious money is going for growth in Latin America.
Cosan is one of the favorite stocks in the LSI Growth portfolio. Here's the latest portfolio.
Stocks mentioned:
Vivo Participacoes(NYSE:VIV), Vale (NYSE:VALE), Ambev (NYSE:ABV),Cosan (NYSE:CZZ) and others.
Portfolio Facts - January 1, 2010
The LSI Growth Portfolio is now $157,140 as of 12/31/09 close. That's a whopping 86% in just one year.Take a look at five top unrealized profit positions from the newsletter service as of December 31st 2009 to see the trends at work.
These gains are being fueled by a) the increased use of technology and the growth of the Internet, b) the very strong fundamental cash flows generated from dominant consumer brands, c) the global shortage of sugar, d) growth in materials demand and e) value-creating acquisitions and dispositions of assets.
And there are still more ways to profit from Latin America’s boom…
Stocks mentioned:
MercadoLibre (NasdaqGS:MELI), Vale (NYSE:VALE), Ambev (NYSE:ABV),Cosan (NYSE:CZZ) and others.
Why Buy Oil Stocks for 2010
Brazil's Oil Bonanza
Trading Alert | December 15, 2009World oil demand is forecast to return to growth in 2010 following two years of devastating declines. According to the OPEC's December report, the growth would be driven by demand in developing countries, which should more than offset declines in industrialized or OECD nations.
Energy-independent Brazil will be a more significant oil and ethanol exporter next year. Here’s my favorite Latin American energy stock recommendation for 2010.
Portfolio At A Glance - December 15, 2009
The LSI Growth Portfolio is now $153,319 as of 12/14/09 close. That's a whopping 79% higher than the start of the year.
Stocks mentioned:
MercadoLibre (NasdaqGS:MELI), Vale (NYSE:VALE), Ambev (NYSE:ABV) and others.
