Banco Bradesco S.A. (ADR)

• Is Brazil Banking Industry Growing?

  By Victor Selva - May 17, 2013 | Tickers: BBD, BDORY, ITUB

  Lending in Brazil has more than doubled over the last decade, amid strong economic growth. Although the pace of growth has slowed over the past two years, bank executives expect lending to grow a solid 15% this year.

  The Brazilian banking industry is highly concentrated in the hands of strong local players, including the two main private-sector banks, Itau Unibanco (NYSE: ITUB) and Banco Bradesco (NYSE: BBD), and two state-owned more »

• Time to Consider Investing in Brazil´s Banks

  By Matt Smith - May 3, 2013 | Tickers: BBD, BSBR, ITUB

  Brazil´s economy came crashing to Earth with a resounding thud in 2011 and 2012, with annual GDP growth plummeting from 7.5% in 2010 to 2.7% in 2011 and 0.9% in 2012. This can in part be attributed to Brazil being an export driven economy which is reliant upon global demand for both its commodities and manufactured products. Demand for these exports in two of Brazil´s more »

• 3 Reasons to Invest in Brazil

  By Phillip Woolgar - April 22, 2013 | Tickers: BBD, BRFS, NETC

  With the United States economy falling behind the fast pace of many other countries, now is a prime time to take a look at what's happening abroad.

  Brazil, Russia, India and China (BRIC) are believed to have the highest potential for massive economic growth in the years ahead. In taking a closer look at Brazil, investors can see that unemployment is at a historic low. Furthermore, despite only 40 more »

• 3 Reasons to Invest in Brazil

  By Phillip Woolgar - April 16, 2013 | Tickers: BBD, BRFS, NETC

  With the United States economy falling behind the fast pace of several nations throughout the world, now is a prime time to take a look at what's happening abroad.

  Brazil, Russia, India and China (BRIC) are dubbed the highest economic growth regions in the world. In taking a closer look at Brazil, investors can see that unemployment is at a historic low. Furthermore, despite only 40% of the population more »

• Earnings Preview: Banco Bradesco, Biogen Idec, Caterpillar

  By John Macris - January 25, 2013 | Tickers: BBD, BIIB, CAT, EWZ

  Investors are entering the fourth week of earnings season, and it’s the busiest week thus far with nearly one-fourth of S&P 500 companies reporting the week of January 28.
  
  As of this writing, the S&P 500 is nearing the 1,500 level on Friday afternoon, despite weaker-than-expected new home sales. Earnings season continues to bring mixed results, with consumer goods makers Procter & Gamble and Kimberly-Clark providing upbeat more »

• Buy or Sell? Brazilian Banks

  By Federico Zaldua - December 5, 2012 | Tickers: BBD, BSBR, EWZ, ITUB

  As I have mentioned many times, the Brazilian economy is about to rebound (from a 1.5% GDP growth in 2012 to around 4% in 2013), and its equities have strongly underperformed the S&P 500. As many of you may already know, banks are almost always my favorite investments to play a GDP rebound. Hence, it makes sense to look at Brazilian banks.

  That said, the Brazilian banking sector more »

• Are Brazilian Banks Approaching a Credit Boom?

  By Calla Hummel - October 22, 2012 | Tickers: BBD, BSBR, ITUB

  Brazilian banks have been left out of the international bank rally over the past few months. The reason? Brazilian bureaucrats united over aggressive interest rate cuts, which have taken away Brazilian banks’ biggest cash cow -- exorbitant consumer interest rates -- just as default rates started rising.  But new documents from the government reveal that a new credit expansion based on quality instead of quantity could be just around the corner. Should more »

• Will Government Intervention Rescue Brazilian Growth?

  By Calla Hummel - June 5, 2012 | Tickers: BBD, ABV, VALE, ITUB, PBR |

  The Brazilian government has intervened aggressively in the economy this year, slashing the benchmark interest rate from 12.5% to 9% in six months, the most of any government. The administration of President Dilma Rousseff aims to restart growth, which slowed from 7.5% in 2010 to 2.7% in 2011. As a result, Brazilian interest rates are nearing historic lows and expected to drop further, but what effects is more »

• Plunging Brazilian Interest Rates and Your Portfolio

  By Calla Hummel - May 30, 2012 | Tickers: BBD, BSBR, SAN, EWZ, ITUB

  The top three Brazilian banks – Banco Santander Brasil (NYSE: BSBR), Banco Itau Unibanco (NYSE: ITUB) and Banco Bradesco (NYSE: BBD) have fallen between 20% and 30% since March. Of course, everyone is skittish about foreign banks and slowing global growth right now. However, the Brazilian banks’ fall comes after a much more concrete threat to profits: a slashed benchmark rate. 

  Brazilian banks have reaped huge profits over the last decade more »

• One Number in Support of Brazilian Stocks

  By Calla Hummel - May 29, 2012 | Tickers: BBD, VALE, EWZ, ITUB, PBR

  (Note: The original version of this post incorrectly stated that Brazil's population totaled 280 million people. According to the World Bank, the correct figure is 195 million. This post has been changed to reflect this.)

  After weeks of losses for Brazil's main stock index, the Brazilian statistics bureau, IBGE, reported good news on May 24th: unemployment across Brazil fell from 6.2% in March to 6% in April more »

• The Case for Brazilian Bank Stocks

  By Andrés Cardenal - March 28, 2012 | Tickers: BBD, BSBR, SAN, ITUB |

  Emerging markets provide many growth opportunities that are not usually found in most developed ones -- banking in particular is a business that can benefit strongly from long-term secular trends that should keep fueling growth for many years, in the case of Brazilian banks. High economic growth, a rising middle class, and lots of room for financial and real estate business expansion are some of the aspects to keep in mind more »

• Brazil's Financial Sector Still Healthy

  By Tony Daltorio - January 4, 2012 | Tickers: BBD, BSBR, V

  Despite a marked slowdown in Brazil's economy and rising loan delinquencies, the long-term growth trend in its financial sector continues to move ahead uninterrupted. 

  The third-quarter results reported by Brazil's largest banks were in sharp contrast to results from banks in the developed world. 

  Latin America's biggest bank, by market capitalization, Itau-Unibanco ADR (NYSE: ITUB) said net profit was 25.5% higher than a year ago. Its more »

• My Favorite Financial Stock Picks For 2012

  By DividendYields - December 22, 2011 | Tickers: NLY, BBD, BRK-A, BLK, COF, CME 130518C00060000, DFS, PNC, WFC, WBK

  Every yearend, I ask myself what kind of stocks I should buy for the next year in order to make some capital gains. Here is a nice list of large capitalized stocks from the financial sector with an interesting market valuation, a great past growth performance, as well as a good earnings situation. Such stocks have a forward price to earnings ratio of less than 15, a sales growth over more »