Cia. Energetica de Minas Gerais (ADR)
The resumption of economic growth and industrial development in Brazil is increasing demand for electricity. Forecasts predict that electricity consumption in the country will grow 5% annually through 2019, which is a 40% increase from 2012. This higher demand will prove advantageous for Brazilian electric energy operators, backed by an approved government 10-year plan to build 167 gigawatts.
But not all the companies will equally benefit from this outlook. Here more »
A few years ago Brazil – a member of the BRIC (Brazil, Russia, India, and China) – was the hottest emerging market on the planet. Brazil’s stock market returned a remarkable 350% from 2004 to 2008. By contrast, the S&P returned a solid 40% over that same time period.
Then Brazil made a series of policy blunders, such as raising interest rates and interfering with capital markets, that soured investors more »
As the market ascends higher, seemingly in the face of a barrage of negative fundamentals, the ever present question remains as 2013 begins…. Where should we put our money to get a return worthy of the risk?
The past few years have seen a rise in the desire for yield and “safety,” which has propelled many blue chip equities to all time or near all time highs. Going forward, I more »
On a regular basis I use the CAPS Screener on Fool.com to come up with new investment ideas. One thing I constantly look for is companies that are selling for a price at least 20% below their 52 week highs. While there is no guarantee that these stocks are a bargain, it certainly helps to know that I can pay 20% less than other investors. If I find a more »
Oaktree Capital Management, which was founded by Howard Marks in 1995, is an investor in both debt and equity securities. In mid-November, Oaktree filed its 13F for the third quarter of 2012, disclosing many of its long equity positions. We went through the filing and compared it to the fund’s disclosure for the second quarter to identify which stocks Oaktree had added to its portfolio during the third quarter more »
In an uncertain health and financial market, insurers are selling quite cheaply. However, some actually have too much growth factored in, given the risk. Others have catalysts that are unaccounted for. Still others offer stability.
UnitedHealth Group (NYSE: UNH) is Too Expensive Despite Catalyst
UnitedHealth is one of the prime beneficiaries of the Affordable Care Act, since the law expands Medicaid. The company is still well diversified and comes equipped more »
We have identified five monster dividend stocks that yield at least 9%. While a yield this high sounds too good to be true, all of the companies’ payout ratios – the ratio of earnings paid out in the form of dividends – are less than 80%.
The Olympic Games are no doubt one of the most exciting events to watch in the world.
- Michael Phelps won his 19th Olympic medal, making him the most decorated Olympian of all time. Will this really be his last Olympics? Only time (and his mother) will tell.
- Usain Bolt won his 2nd consecutive gold medal in the 100m dash, showing that he is still the fastest man in more »
As the U.S. dollar’s appreciation continues, Americans’ making money from foreign companies is tougher. But some overseas businesses are doing so well and have such great prospects that their stocks are worth buying, even if exchange rates don’t favor them at the moment. There are three terrific companies from Brazil, South Africa and Israel that I have my eye on currently.
The dollar’s surge is due more »
The utility sector is of major importance for income investors. Utilities are characterized by stable and high dividends. Unfortunately, they are also highly leveraged and their core businesses are very capital intensive.
In an effort to find some stocks from this sector to recommend, I screened large-cap stocks (more than $10 billion market caps) with a dividend yield of more than 3 percent, as well as a buy or more »