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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.
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.
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.
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.
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)
Portfolio At A Glance - September 15 2009
Despite the slowdown in commodity stock gains, Latin stocks still look attractive. Here's the latest version of the LSI portfolios. Take action on this today. More details on this in the latest newsletter issue.
Stocks mentioned:
iShares Brazil ETF(NYSE:EWZ),Banco Santander(NYSE:STD), Banco Santander Brasil (NYSE:BSBR)
Portfolio At A Glance - September 1 2009
Here's the latest version of the LSI portfolios. Take action on this today. The recent recommended changes are already showing returns as the market continues to improve. More details on this later today when I release the latest newsletter issue.
Stocks mentioned:
MercadoLibre (NasdaqGS:MELI), Brasil Foods (NYSE:BRF), Perdigao (NYSE:PDA), Sadia (NYSE:SDA)
