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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.
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.