BRF Brasil Foods SA

  • Three Brazilian Market Leaders

    By Damian Illia - May 16, 2013 | Tickers: BAK, BRFS, GGB

    These three Brazilian companies are the biggest players in the country’s respective industries, and are leading companies in Latin America. The first company is from the chemical industry, the second from the food industry, and the third from the steel industry.

    Petrochemicals

    From the chemical industry, Braskem (NYSE: BAK), Latin America’s largest petrochemicals maker, reported a surprising 49% year over year (y-o-y)  increase in net income in the 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 »

  • This Meat Supplier Could Continue to Soar

    By Piyush Arora - March 29, 2013 | Tickers: BRFS, HRL, TSN

    A silver lining in last year’s drought was that it created more business for not only the fertilizer industry, but also the meat industry. Due to higher crop prices, the cost to raise cattle increased, which wasn't ideal. The higher costs, however, were passed down to consumers with higher meat prices.

    Meat-producing companies were able to command higher prices, which eventually drove up their margins. But according to more »

  • Brazil : Risks and Opporunities to Consider

    By Piyush Arora - March 5, 2013 | Tickers: BRFS, GGB, PBR

    Although BRIC nations (Brazil, Russia, India and China) offering staggering growth potential for almost all industries, they also present serious downsides risks. Talking about Brazil, it’s continued high inflation has been a problem for the country, and as a result its currency has declined by 22% over the last year. To curb high inflation, its interest rates have been kept fairly high (7.25% benchmark interest rate,) which in more »

  • Defensive Brazilian Stocks

    By Calla Hummel - September 14, 2012 | Tickers: BRFS, ABV, VALE

    Brazil’s economy seems like the morning after Carnival: the night before, you were stunned by the millions of intoxicated people collectively throwing a party, but you wake up and the streets are eerily calm, clean, and empty, with people rushing to work in drab clothes. Brazil’s brief and unsustainable boom growth days are over and everyone still calmly shows up to work, but a parade of bad news more »

  • One Way to Hedge Against Food Inflation

    By Soroush Pour - August 9, 2012 | Tickers: ADM, BRFS, BG, TSN

    It’s the first week of August, and this summer’s weather has been wild, to say the least.  It is estimated that over two-thirds of the continental United States is currently in some form of a drought, pushing corn, soybean, and wheat prices to record highs.  The National Oceanic and Atmospheric Administration has recently reported that the first half of 2012 is the hottest half-year in recorded history; unless more »

  • The Golden Eggs of Cal-Maine

    By riddhi kharkia - August 5, 2012 | Tickers: BRFS, CALM, PPC

    Cal-Maine Foods (NASDAQ: CALM), the largest fresh eggs producer in the United States (with about 16% of the market) might sound like an easy company to analyze. However, performing analysis on a stock like Cal-Maine is actually more difficult than it appears. It would be easy to look at rising feed costs and immediately conclude that margins are about to get crushed, but it is a lot subtler than that more »

  • Investing in Brazil after the Fad

    By Calla Hummel - August 2, 2012 | Tickers: BRFS, ABV, VALE, EWZ, PBR

    The Brazilian craze of 2009 and 2010 drove Brazilian stocks to unrealistic and unsustainable valuations. Brazil’s economy and its individual companies have hit rocky terrain at home and abroad as demand from its largest trading partner, China, and domestic demand slow. Many investors have pulled out of the country in the past few months and Brazil’s main ETF, iShares MSCI Brazil Index (NYSEMKT: EWZ) is down nearly 27 more »

  • An Overlooked Emerging Market Food Sector

    By Lee Samaha - July 6, 2012 | Tickers: BRFS, CALM, SFD, TSN

    As any international investor knows, all roads tend to lead to the US for the top-down investor. Across so many sectors the US tends to have a leading player, but in this article I want to focus on a sector that doesn’t.  In other words artificial sausage casing! As obscure as this theme sounds, it is actually exposed to a number of favorable trends in emerging market food consumption more »

  • Germans to Repay 1% of Their Debt- How to Set Yourself Up for Inflation

    By Richard Birecki - June 15, 2012 | Tickers: ADM, BRFS, CVX, XOM, WMT

    Accumulated worldwide debt will soon be weighing heavily upon global stock markets. Europe right now is facing a tidal wave of debt, and the Germans don't have enough fingers to plug all the holes in the dike.
    Meanwhile, over in the United States, Congress will soon be pressed into raising the debt ceiling (again), which last year, with Republicans in a temporary revolt against the lift, helped fill the more »

  • Agriculture Sector: Worth Watching

    By Andrés Cardenal - January 6, 2012 | Tickers: AGCO, AGU, ADM, BRFS, CF, DE, MOO, MON, POT, DBA, SYT

    Agriculture stocks had a rough time in the last year, mostly due to weakness in commodity prices. There are some early signs that could be bullish for the sector, but it´s still too early to make a call, needless to say, too soon to commit any money. Many of these stocks have tempting upside potential, though, and they usually move quite fast. It may be a good idea to more »