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Portfolio At A Glance - December 1, 2009
This is an update of the month end results. Please check the website for the latest portfolios and trading alerts.
5 Brazilian Growth Stocks to Own Now
Later today I am making a presentation at the American Association of Individual Investors (AAII) Investor Conference in Orlando. As part of my presentation on the Forbes panel, I will be asked for my top stock picks. Since the most favorable place in the world to invest in is Brazil, I’m selecting my favorite five from there.
Here are the Top 5 Stocks to Own.
Brazilian Power Blackout Leaves Millions in the Dark
A major electricity outage at the Itaipu hydroelectric dam, the world's largest operational electricity generator on the border with Paraguay, left tens of millions of people in Brazil's two largest cities of Sao Paulo and Rio De Janeiro without power.
This blackout will certainly put the spotlight on Brazil's power grid and what needs the country has for the future. In the short term expect some challenges for Electrobras (NYSE:EBR), the ulitity that operates the Itaipu dam. Positively, this will ultimately lead to EBR becoming more efficient, a real plus for shareholders.
For more about why this is a stock to watch, login to Latin Stock Investing and read the latest issue.
Warren Buffett Makes Bullish Commodity Buy
Issue #12
Latin Stock Investing | Nov. 2, 2009 Dear Subscriber,Warren Buffett, the richest man in the world is bullish today. He's buying all of Burlington Northern Santa Fe (NYSE:BNI), a railroad which he's had an ownership interest in for years.
What does he see in Burlington to make him excited?
Portfolio At A Glance - November 2 2009
Last week's market dip provided an opportunity to invest some of the excess cash in high growth latin american stocks. The LSI Growth Portfolio is now $136,384.19 or 61% higher than the start of the year.
Stocks mentioned:
MercadoLibre (NasdaqGS:MELI), Cosan Ltd (NYSE:CZZ), Industrias Bachoco (NYSE:IBA) and others.
Easy Money : Banking on Latin America
Santander's Brazil Strategy
Trading Alert | October 19, 2009
I remember the US stock market crash of October ’87. Back then it felt like stocks would never be viable investments again. In fact, it turned out to be a unique buying opportunity, as confidence returned to the financial markets. The S&P500 rose 52% over the following two years.
Here's the latest trading alert. Banco Santander Brasil (NYSE:BSBR) is being added to the Latin Capital Market Stock Index.
1O reasons why you should invest in Brazil
1O reasons why you should invest in Brazil.
1. Economic growth
2. Political stability
3. Energy independence
4. Food and Agricultural resources
5. Financial Strength
6. Location, location, location
7. Cultural diversity
8. Climate
9. Population growth
10. Roads, transportation and ports
Portfolio At A Glance - October 16 2009
With the strong third quarter 2009 performance, stocks are hitting new highs again. Surprisingly, latin american stocks have returned 2-3 times what the average US stock has done.
Stocks mentioned:
MercadoLibre (NasdaqGS:MELI), Bebidas Das Americas (NYSE:ABV), Cosan (NYSE:CZZ) and others.
Portfolio At A Glance - October 2 2009
Here's the latest version of the LSI portfolios. Take action on this today. The recommended stocks are still well ahead of the benchmark market indexes. More details on this later tonight when I release the latest newsletter issue.
Stocks mentioned:
Bebidas Das Americas (NYSE:ABV), Cosan (NYSE:CZZ),Banco Santander(NYSE:STD), Banco Santander Brasil (NYSE:BSBR)
Brazil's Latest Hot IPO
Banco Santander (NYSE:STD) is clearly headed in the right direction with the announced IPO of its Brazilian banking operations. The Spanish bank's ADRs are in the Latin Stock Investing Growth Portfolio. For more information check out www.latinstockinvesting.com
I just downloaded the 674 page prospectus for the deal. Here's a recent story from the Wall Street Journal that gives a view of what's going on.
