BloggingStocks http://www.bloggingstocks.com BloggingStocks http://www.blogsmithmedia.com/http://www.bloggingstocks.com/media/feedlogo.gif BloggingStocks http://www.bloggingstocks.com en-us Copyright 2012 Weblogs, Inc. The contents of this feed are available for non-commercial use only. Blogsmith http://www.blogsmith.com/<![CDATA[Top Picks for 2010: Gafisa (GFA)]]>http://www.bloggingstocks.com/2009/12/27/top-picks-for-2010-gafisa-gfa/http://www.bloggingstocks.com/2009/12/27/top-picks-for-2010-gafisa-gfa/http://www.bloggingstocks.com/2009/12/27/top-picks-for-2010-gafisa-gfa/#commentsFiled under: , , , , ,

This post is part of a special report, Top Picks for 2010, the 27th annual survey in which TheStockAdvisors.com asks the nation's leading advisors for their single favorite stock for the new year. See all 80 stocks listed here.

"My pick for the top stock of 2010 is Gafisa (GFA), a Brazilian homebuilder and developer," says emerging markets specialist Paul Goodwin.

In his The Cabot China & Emerging Markets Report, he explains, "This is an experienced growth company in a country with an excellent economic engine."

Continue reading Top Picks for 2010: Gafisa (GFA)

Top Picks for 2010: Gafisa (GFA) originally appeared on BloggingStocks on Sun, 27 Dec 2009 13:00:00 EST. Please see our terms for use of feeds.

Permalink | Email this | Comments]]>brazil housing stocksbrazil stocksbrazilian homebuilding stockscabot china emerging markets reportGafisa S.A.gfahousing stockspaul goodwinsteven halpernthestockadvisors.comSun, 27 Dec 2009 13:00:00 EST<![CDATA[Homebuilding in Brazil: 'Hot sector in hot market']]>http://www.bloggingstocks.com/2009/10/13/homebuilding-in-brazil-hot-sector-in-hot-market/http://www.bloggingstocks.com/2009/10/13/homebuilding-in-brazil-hot-sector-in-hot-market/http://www.bloggingstocks.com/2009/10/13/homebuilding-in-brazil-hot-sector-in-hot-market/#commentsFiled under: , , ,

"Gafisa S.A. (NYSE: GFA) is a bet on Brazil; the company is the country's second-largest homebuilder," says international investing expert Nicholas Vardy.

In his The Global Bull Market Alert, he adds, "Brazilian homebuilders are a red-hot sector in a red-hot market. Brazil is one of the strongest-performing global markets this year, and one that you should definitely have exposure to in the final quarter of 2009.

"Brazilian homebuilders are a red-hot sector in a red-hot market. Stocks in this sector have already doubled their share prices this year as policy makers cut interest rates to a record low and the government unveiled a 34 billion real ($18.8 billion) housing stimulus plan.

Continue reading Homebuilding in Brazil: 'Hot sector in hot market'

Homebuilding in Brazil: 'Hot sector in hot market' originally appeared on BloggingStocks on Tue, 13 Oct 2009 10:30:00 EST. Please see our terms for use of feeds.

Permalink | Email this | Comments]]>brazil homebuildingbrazil housing stocksbrazil stocksBrazilHomebuildingBrazilStocksgfaglobal bull market alertglobal stocksGlobalStocksgrafisahousing stocksHousingStocksnicholas vardyNicholasVardysteven halpernTue, 13 Oct 2009 10:30:00 EST<![CDATA[Analyst upgrades, downgrades and initiations: ANF, CAJ, CTCM, MOV, MV, VMED ...]]>http://www.bloggingstocks.com/2009/09/04/analyst-upgrades-downgrades-and-initiations-anf-caj-ctcm-mo/http://www.bloggingstocks.com/2009/09/04/analyst-upgrades-downgrades-and-initiations-anf-caj-ctcm-mo/http://www.bloggingstocks.com/2009/09/04/analyst-upgrades-downgrades-and-initiations-anf-caj-ctcm-mo/#commentsFiled under: , ,

Analyst upgrades:

  • Goldman upgraded CTC Media (NASDAQ: CTCM) to Buy from Neutral on a better outlook for European Media names and raised its target on shares to $17.60 from $12.
  • Morgan Joseph upgraded Movado (NYSE: MOV) to Buy from Hold after the company reported better-than-expected Q2 results. The firm set a $16 target on the stock.
  • Needham upgraded LTX Credence (NASDAQ: LTXC) to Strong Buy from Hold following the company's Q4 results with a $3 price target.
  • Canon (NYSE: CAJ) was upgraded to Outperform from Underperform at Macquarie.
  • Whitney Holding (NASDAQ: WTNY) was upgraded to Buy from Neutral at SunTrust.
  • Gafisa SA (NYSE: GFA) was upgraded to Overweight from Equal Weight at Morgan Stanley.

Continue reading Analyst upgrades, downgrades and initiations: ANF, CAJ, CTCM, MOV, MV, VMED ...

Analyst upgrades, downgrades and initiations: ANF, CAJ, CTCM, MOV, MV, VMED ... originally appeared on BloggingStocks on Fri, 04 Sep 2009 10:50:00 EST. Please see our terms for use of feeds.

Permalink | Email this | Comments]]>analyst upgradesANFARRYCAJCTCMdowngradesFISGFAinitiationsLTXCMOVMVPSOSHPGYWTNYZUMZFri, 04 Sep 2009 10:50:00 EST<![CDATA[Global Q&A: Battered emerging markets worth a look, consider Sohu or Gafisa]]>http://www.bloggingstocks.com/2008/08/26/global-qanda-battered-emerging-markets-worth-a-look-consider-soh/http://www.bloggingstocks.com/2008/08/26/global-qanda-battered-emerging-markets-worth-a-look-consider-soh/http://www.bloggingstocks.com/2008/08/26/global-qanda-battered-emerging-markets-worth-a-look-consider-soh/#commentsFiled under: , ,

I am the Global Editor at MoneyShow.com and each week I interview an investing expert. This week, I spoke with Paul Goodwin, Emerging Markets Specialist and Analyst, Cabot Heritage Corporation. Paul thinks there may be bargains in battered emerging markets.

Q. Emerging markets have been beaten up and the Russia/Georgia conflict, unfortunately, points out one of the problems with investing internationally -- uncertainty created by government and political actions. How can investors protect their portfolios?

A. Every investor should follow the usual advice -- diversify your portfolio among different asset classes, including bonds, value stocks, income stocks, and growth stocks. Avoid overexposure to any one sector or industry, no matter how hot.

But we follow two additional important rules: 1) Use a strict loss limit of 15% (in difficult markets) or 20% (in supportive markets); and 2) always be prepared to exit the equity markets and go to cash when the general trend of the market is against you.

Continue reading Global Q&A: Battered emerging markets worth a look, consider Sohu or Gafisa

Global Q&A: Battered emerging markets worth a look, consider Sohu or Gafisa originally appeared on BloggingStocks on Tue, 26 Aug 2008 18:00:00 EST. Please see our terms for use of feeds.

Permalink | Email this | Comments]]>emerging marketsEmergingMarketsfrontier marketsFrontierMarketsGFASOHUTue, 26 Aug 2008 18:00:00 EST<![CDATA[Brazil's Gafisa (GFA) shows that home building can still be a growth business]]>http://www.bloggingstocks.com/2008/02/12/brazils-gafisa-gfa-shows-that-home-building-can-still-be-a-gr/http://www.bloggingstocks.com/2008/02/12/brazils-gafisa-gfa-shows-that-home-building-can-still-be-a-gr/http://www.bloggingstocks.com/2008/02/12/brazils-gafisa-gfa-shows-that-home-building-can-still-be-a-gr/#commentsFiled under: ,

Readers of this space know that the investment bias is toward large-cap companies with demonstrated business 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 innovative and promising company, and along these lines Gafisa S.A. looks attractive.

Gafisa S.A. (NYSE: GFA) constructs residential buildings in middle/upper income areas in 35 markets in Brazil. Analysts like Gafisa's huge inventory of land, construction in progress, and finished units, all of which will serve to increase earnings, moving forward.

Further, outstanding mortgage loans in Brazil are only 2% of GDP. That means there's room for the nation's mortgage-based home buyer segment to expand. Meanwhile, lower interest rates in Brazil are providing a tailwind for the nascent, local mortgage market. The First Call F2007/F2008 EPS consensus estimates for GFA are $1.38/$4.18. (Note: Only 1 estimate each year.)

Continue reading Brazil's Gafisa (GFA) shows that home building can still be a growth business

Brazil's Gafisa (GFA) shows that home building can still be a growth business originally appeared on BloggingStocks on Tue, 12 Feb 2008 16:25:00 EST. Please see our terms for use of feeds.

Permalink | Email this | Comments]]>Brazilemerging marketsGafisaGFAhome buildinghousinghousing sectorLatin AmericaTue, 12 Feb 2008 16:25:00 EST