Continue reading Petrobras (PBR): Brazil Firm Boasts 'Huge Reserves'

Petrobras (PBR): Brazil Firm Boasts 'Huge Reserves' originally appeared on BloggingStocks on Fri, 18 Mar 2011 15:30:00 EST. Please see our terms for use of feeds.

"Our advice to buy Brazil as well as our advice to buy energy stocks have rewarded those who heeded them over the last few years; given this, it stands to reason, then, that investing in Brazilian energy is eminently sensible," says Jack Adamo.

The editor of Insiders Plus explains, "Our latest buy recommendation is Petroleo Brasileiro (PBR) -- or Petrobras for short.

"The reason for buying Brazil is clear: It is one of the fastest growing countries in the world and among the best of that group in terms of rule of law and honest financial markets.

Continue reading Petrobras (PBR): Energy Gains in Brazil

Petrobras (PBR): Energy Gains in Brazil originally appeared on BloggingStocks on Tue, 01 Feb 2011 10:30:00 EST. Please see our terms for use of feeds.

This post is one in a series in which more than 60 newsletter advisors share their Top Stock Picks for 2011. This special report is courtesy of TheStockAdvisors.com.

"To find strong dividend paying stocks, we apply two primary tests; and one stock that passes both of these tests -- and ranks our as top investment idea for the coming year -- is CPFL Energia (CPL), one of Brazil's major power utilities," says income specialist Neil George.

The editor of The Pay Me Strategy explains, "I focus on stocks that will grow your retirement wealth during good times and bad.

Continue reading Top Picks 2011: CPFL Energia (CPL)

Top Picks 2011: CPFL Energia (CPL) originally appeared on BloggingStocks on Sun, 02 Jan 2011 11:00:00 EST. Please see our terms for use of feeds.

This post is one in a series in which more than 60 newsletter advisors share their Top Stock Picks for 2011. This special report is courtesy of TheStockAdvisors.com.

"Brazil is my favorite emerging country, and we're going to Brazil for our top pick for 2011: GOL Linhas Aereas Intelligentes (GOL)," says Ian Wyatt.

The editor of Top Stock Insights explains, "The rise of Brazil's middle class is good for airlines. And its fast growing emerging economy creates an ideal environment for discount airlines like GOL to set up shop and grow like crazy.

Continue reading Top Picks 2011: GOL Linhas (GOL)

Top Picks 2011: GOL Linhas (GOL) originally appeared on BloggingStocks on Sat, 01 Jan 2011 09:00:00 EST. Please see our terms for use of feeds.

"Iron ore miner Vale (VALE) turned in outstanding results in the third quarter, with a 110 percent increase in revenue, thanks to a more than doubling in iron ore prices this year," notes Ian Wyatt.

The editor of Global Commodity Investing explains, "Iron ore prices, which are set quarterly, have since declined 10 percent, so the company won't rack up such impressive numbers again in this quarter. The weak dollar will also have an impact on the company's margins.

"Still, given China's continued strong expansion, as well as those of other emerging markets-and limited expected supply additions, iron ore prices are likely to remain high for some time to come.

Continue reading Vale (VALE): Strength in Iron

Vale (VALE): Strength in Iron originally appeared on BloggingStocks on Tue, 16 Nov 2010 11:30:00 EST. Please see our terms for use of feeds.

"Like all commodities, sugar prices are affected by the worldwide supply and demand of sugar. When there's a glut of sugar, prices fall. When sugar crops are threatened or supply is tight, sugar futures rise. That's what is happening now.

Continue reading Cosan (CZZ): 'Sweet' Trade on Sugar, Ethanol and Brazil

Cosan (CZZ): 'Sweet' Trade on Sugar, Ethanol and Brazil originally appeared on BloggingStocks on Mon, 25 Jan 2010 11:00:00 EST. Please see our terms for use of feeds.

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.

"Vivo Participações (VIV), a Brazilian telecommunication company that provides cellular services, is my top investment pick for 2010," says Bill Wilton.

The growth stock strategist for Zacks.com, explains, "Analysts continue to raise full-year estimates for the company." Here's his bullish review.

Continue reading Top Picks for 2010: Vivo Participacões (VIV)

Top Picks for 2010: Vivo Participacões (VIV) originally appeared on BloggingStocks on Sat, 09 Jan 2010 11:00:00 EST. Please see our terms for use of feeds.

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.

"The global bull market is back in Brazil," says international investing expert Nicholas Vardy.

In The Global Bull Market Alert, he explains, "Global markets recovered in the beginning of November; at that time, we looked to one of the hottest markets on the planet, Brazil, through the Market Vectors Brazil Small-Cap ETF (BRF)." The ETF remains his top pick for 2010.

Continue reading Top Picks for 2010: Brazil Small Cap Market Vectors (BRF)

Top Picks for 2010: Brazil Small Cap Market Vectors (BRF) originally appeared on BloggingStocks on Mon, 04 Jan 2010 10:00:00 EST. Please see our terms for use of feeds.

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.

"We're adding Brazil's Vale S.A. (NYSE: VALE), the world's leading iron ore producer, to our model growth portfolio," says growth stock expert Stephen Leeb.

In his The Complete Investor, he explains, "This outstanding company offers investors simultaneous stakes in two key areas: iron ore-a commodity essential to any and all infrastructure projects-and Brazil's appreciating currency, the real.

"When it comes to understanding the importance of a commodity such as iron ore, the tale starts with China. Even with China's GDP growth again approaching double digits, the Chinese government continues to aggressively promote growth, offering consumers incentives to buy cars and investing in infrastructure, from roads to bridges to sewers to energy plants.

Continue reading Vale S.A. (VALE): Mining for value in iron ore

Vale S.A. (VALE): Mining for value in iron ore originally appeared on BloggingStocks on Mon, 02 Nov 2009 10:40:00 EST. Please see our terms for use of feeds.

"Brazil has long been our favorite of the BRIC countries," says Carl Delfeld. In his Chartwell Global Wealth Letter, the advisor looks at two favored Brazilian equity ETFs.

"Brazil seems to have confounded its critics, who view it as a boom and bust economy; the country has been upgraded to investment grade status by Moody's.

"The US ratings agency cited the resilience of the Brazilian economy to the financial crisis for the upgrade of its sovereign debt ratings one notch to Baa3, its lowest investment grade rating.

"This elevation of quality is well earned after years of reform in the country that led to lower inflation and a stronger currency as well as lower levels of government debt.

Continue reading ETF expert bets on Brazil

ETF expert bets on Brazil originally appeared on BloggingStocks on Tue, 27 Oct 2009 14:00:00 EST. Please see our terms for use of feeds.

"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.

"Our latest pick combines two highly profitable asset classes, small caps and emerging markets," says Nicholas Vardy. In The Global Bull Market Alert, he an emerging markets ETF.

"The SPDR S&P Emerging Markets Small Cap ETF (NYSE: EWX) offers you access to small caps in emerging markets that otherwise would be off limits.

"While some of the larger emerging market stocks trade in the United States, these smaller players never will.

"In addition, it's well known that U.S. small caps tend to outperform large caps over the long run. Their small size makes them nimble and quicker to react to changing market conditions.

Continue reading Vardy's view: Bet on emerging markets small caps

Vardy's view: Bet on emerging markets small caps originally appeared on BloggingStocks on Mon, 24 Aug 2009 14:40:00 EST. Please see our terms for use of feeds.

"We particularly favor two companies in Brazil. The economy appears to be on the mend from the global financial crisis and should be expanding at a 5% pace again by 2010.

"Brazil's prosperity is translating into greater consumption of electricity and water. Two major beneficiaries are our Growth & Income holdings CPFL Energia (NYSE: CPL) and Companhia de Saneamento Basico do Estado de Sao Paulo (NYSE: SBS), known as SABESP for short.

Continue reading Bet on Brazilian utilities for income and growth

Bet on Brazilian utilities for income and growth originally appeared on BloggingStocks on Mon, 17 Aug 2009 14:00:00 EST. Please see our terms for use of feeds.

"With over 950 completed projects successfully completed, Gafisa SA (NYSE: GFA) is the most successful real estate builder and developer in Brazil," says Paul Goodwin.

In The Cabot China & Emerging Markets Report, he explains, "So what is it about a Brazilian homebuilder that interests us so much? It's a combination of 'story, numbers and the chart." Here's the advisor's review.

"Brazil, one of the largest economies in the world, is still in the process of emerging from an economic crisis that began in the late 90s and bottomed out in 2002.

Continue reading Gafisa SA (GFA): Brazilian building bet

Gafisa SA (GFA): Brazilian building bet originally appeared on BloggingStocks on Thu, 06 Aug 2009 11:00:00 EST. Please see our terms for use of feeds.

Despite a 46% gain since adding iShares MSCI Brazil (NYSE: EWZ) to his portfolio, global expert Keith Fitz-Gerald still sees upside potential. Here's the latest from Money Map Reporter.

"History tells us that the best gains come to those who have the courage to buy undervalued companies in the face of extreme pessimism - and that sounds a lot like right now. So while we may not be at the very bottom, we are nonetheless pretty darn close.

Continue reading Money Map points to Brazil

Money Map points to Brazil originally appeared on BloggingStocks on Wed, 03 Jun 2009 11:20:00 EST. Please see our terms for use of feeds.

"We have been recommending iShares MSCI Brazil (ASE: EWZ) in our speculative portfolio," says mutual fund and ETF expert Mark Salzinger.

In The Investor's ETF Report, he adds, "But we now think Brazil's solid long-term economic fundamentals and the ETF's 'scompelling valuation and well-positioned companies offer exceptional return potential as a portion of some investors'core portfolios, too."

"Brazil's stock market was assailed on all sides in 2008, when EWZ declined by about 55%. Robust gains in the previous five years had priced Brazil's stocks dearly, and investors'decreased tolerance for any perceived risk saw them abandon emerging markets stocks in droves.

Continue reading ETF expert looks to Brazil

ETF expert looks to Brazil originally appeared on BloggingStocks on Thu, 09 Apr 2009 14:00:00 EST. Please see our terms for use of feeds.

"Well managed, dominant firms use downturns to become more powerful -- and that's definitely what Telefonica (NYSE: TEF) is up to," says Roger Conrad in The Utility Forecaster.

"Incorporated in 1924 as a unit of US-based ITT, the Spain-based company now serves 47 million customers in its home country, 150 million in 14 Latin American nations and 45 million elsewhere in Europe.

"Thus far in the recession, diversity and dominance of fast-growing markets has kept Telefonica growing. Overall global customer rolls increased by 15.2% through the third quarter 2008.

Continue reading Hola: Call on Telefonica (TEF)

Hola: Call on Telefonica (TEF) originally appeared on BloggingStocks on Thu, 05 Feb 2009 13:25:00 EST. Please see our terms for use of feeds.

"Rio de Janiero-based Petroleo Brasileiro S.A. (NYSE: PBR) is in the heart of the global growth story," says Daniel Frishberg, BizRadio host and editor of The MoneyMan Market Newsletter.

"In general, investors are still seeing selloffs as buying opportunities even though the majority of stocks are in a bear market. We are not sure how long this can continue.

"Our 'Crazy Investor Index' does not yet show the type of extreme fear that is typical at a bottom, so it will probably mill around in short-term rallies and selloffs until something motivates them to panic simultaneously.

"In the meantime, we prefer to buy excellent companies just as the herd decides to stampede. And while our portfolio is now slightly net short we are adding one new long position: Petroleo Brasileiro S.A., often referred to as Petrobras.

Continue reading Petrobras (PBR): At the 'heart of the global growth story'

Petrobras (PBR): At the 'heart of the global growth story' originally appeared on BloggingStocks on Thu, 10 Jul 2008 13:24:00 EST. Please see our terms for use of feeds.

"Global steel producers are thriving, and their stocks are hitting new highs," note Yiannis Mostrous and Roger S. Conrad, who add, "But the best is yet to come."

In the industry-leading Personal Finance, the two advisors explain, "We're still in the early stage of a truly global bull market cycle for steel, and the companies best positioned to take advantage are headed a lot higher." Here, they look at their "Iron Five."

"As is the case with other building blocks of economic growth, steel is enjoying explosive demand from the developing world. And with the world expanding as never before, steel companies are literally selling as fast as they can produce.

"In the August 2007, we highlighted five first-rate global steel producers. Since then, they've returned an average of 67.4%, versus a decline of 3.7% for the S&P 500.

"The Iron Five are five picks that we believe are ripe for even bigger gains. Like the last group, these stocks are often volatile. They're also vulnerable to the possibility of a general stock market slide and most of all to a dip in global demand growth, particularly from China.

Continue reading Titans of steel: The 'Iron Five'

Titans of steel: The 'Iron Five' originally appeared on BloggingStocks on Mon, 30 Jun 2008 11:10:00 EST. Please see our terms for use of feeds.