Companhia de Bebidas das Americas (ADR)

  • The Liquor Stock Taste Test for Your Portfolio

    By Phillip Woolgar - August 14, 2013 | Tickers: BEAM, ABV, TAP

    Alcohol takes on many forms, and that is why it is important to cater your portfolio to its specific taste. If you want high volume international sales, there's an liquor stock for that. If you want to get in on the premium bourbon market, there's a liquor stock for that. If you want exposure to Latin America, there is an liquor stock for that. Here is a taste more »

  • 3 Beverage Companies for Your Portfolio

    By Madhukar Dubey - July 19, 2013 | Tickers: BUD, ABV, FMX

    Urbanization and middle class expansion in emerging markets like Brazil is propelling the beverage industry's growth. The global beverage industry is expected to reach a market value of $1.35 trillion by 2017 at a CAGR of 4.6%. This industry is highly competitive and customer loyalty is pivotal for beverage companies to earn profits.

    Here are three beverage companies which are keen on maximizing their profit with growth more »

  • Is This the Best Way to Play Latin American Growth?

    By Mark Lin - June 29, 2013 | Tickers: ARCO, BLX, ABV

    Incorporated in 1975, Bladex (NYSE: BLX) became the first Latin American bank to be listed on NYSE in 1992.

    Proxy for Latin America’s growth story

    According to the International Monetary Fund's April outlook, Latin America is expected to grow by 3.4% and 3.9% in 2013 and 2014, respectively. There are a few factors driving Latin America’s strong growth prospects.

    Firstly, The Panama Canal expansion more »

  • Billionaire Israel Englander’s New Stock Picks

    By Meena Krishnamsetty - June 27, 2013 | Tickers: AET, ABV, EXPD, GD, VMED

    Millennium Management, a hedge fund managed by billionaire Israel Englander, filed its 13F for the first quarter of 2013 with the SEC in May. This most recent round of filings disclosed many of hedge funds’ long equity positions in U.S. stocks as of the end of March. Even with the information being somewhat old, we’ve found that the most popular small cap stocks among hedge funds outperform the more »

  • 3 Beer Makers You Shouldn’t Miss This Summer

    By Madhukar Dubey - June 17, 2013 | Tickers: BUD, ABV, FMX

    The beverage industry is expected to reach a market value of $1,347 billion by 2017, with a compounded annual growth rate of 4.6%. The global demand of beverage products is rising, and the beverage companies are using various strategies like acquisition, packaging innovation, expansion, etc. for long-term growth. I have discussed three such beverage companies that are working on the above stated strategies in order to maximize growth more »

  • You Should Take a Look at This Brewer

    By Federico Zaldua - June 9, 2013 | Tickers: ABV, CCU

    Brewers that control a market are, simply, great businesses. In the beer business, a very high market share lowers the fixed costs per liter (basically, the distribution costs) and, hence, pushes margins higher. That's the way AmBev (NYSE: ABV) attains its 46% EBITDA margin. The South American beer champion, 68% controlled by Anheuser-Busch InBev, controls the beer markets in Brazil (over 70% market share), Argentina (over 75% market share more »

  • Is It Worth Investing in Brewers in the Americas?

    By Damian Illia - June 5, 2013 | Tickers: BUD, ABV, CCU

    According to Euromonitor, beer will have the fastest per capita growth among alcoholic beverages in Latin America. In Latin America, growth in per capita beer consumption will be mainly driven by growth in domestic standard lager beer. Beer volumes continued to decline in North America as consumers looked for value over volume. Wine per capita consumption will increase 10% in both regions between 2012 and 2017.

    A market leader in more »

  • 3 Top Spirits With Promising Futures

    By Damian Illia - May 29, 2013 | Tickers: ABV, STZ, DEO

    Al Capone proved that distilleries and liquors are here to stay…and profit. The USA prohibition left us with a great, yet simple lesson: there is no political movement or economic crisis strong enough to break the back of the alcoholic beverages market. Below, a look at the world's top-three spirits, wine, beer, and liquor brewers; Diageo (NYSE: DEO), Constellation Brands (NYSE: STZ), and Companhia de Bebidas das Américas more »

  • A Look at Some LatAm Consumer Staples

    By Damian Illia - May 20, 2013 | Tickers: ABV, FMX, GMK

    Consumer staples can be a good option for investors seeking slow and steady growth. This includes essential products such as food, beverages, tobacco, and household items. Consumer staples stocks are considered non-cyclical, meaning that they are always in demand, no matter how the economy is performing. Also, people tend to demand consumer staples at a relatively constant level, regardless of their price.

    Companies that primarily sell consumer staples in Mexico more »

  • Investing in Brazilian Happiness

    By Andrés Cardenal - May 13, 2013 | Tickers: ABV, VALE, EWZ, ITUB, PBR

    Economic growth in Brazil has stalled lately, yet Brazilians are as happy and optimistic about their future as ever. Although this may seem like an odd phenomenon, there is much more to economic development than GDP growth, and the country is on the right track regarding poverty reduction and rising income levels.

    Brazilians have good reasons to feel confident in the future, and so do investors in the country.

    Beyond more »

  • Beer Sales are Increasing in the United States – A Toast to Five Brewers

    By Brendan O'Boyle - April 24, 2013 | Tickers: BUD, SAM, ABV, HEINY, TAP

    <img alt="" src="http://g.fool.com/editorial/images/34993/figure-1_1_large.png" />

    For the first time since the recession, shipments of American’s go-to alcoholic drink rose last year particularly for smaller craft beers, which according to the Brewers Association rose from 11.5 million barrels in 2011 to 13.2 million barrels in 2012. Beer sales have struggled in recent years particularly because the key consumers of beer are blue-collar males in their 20s, a segment that was hit particularly hard more »

  • Emerging Markets: Equities vs. Bonds

    By Federico Zaldua - April 17, 2013 | Tickers: ABV, PHI, PCY, VIP

    As an Emerging Markets (EM) bond investor (see my blog) I have had a great year. From Turkey and Indonesia to Mexico and Bolivia new bond issuances are achieving record low yields. As a matter of fact, this year Turkey issued a 30-year bond at a yield below 5% and Mexico made a 10-year issuance at a rate well below 3%. As I have expressed in this blog before, I more »

  • Emerging Markets: Equities vs. Bonds

    By Federico Zaldua - April 17, 2013 | Tickers: ABV, PHI, PCY, VIP

    As an Emerging Markets (EM) bond investor (see my blog) I have had a great year. From Turkey and Indonesia to Mexico and Bolivia new bond issuances are achieving record low yields. As a matter of fact, this year Turkey issued a 30-year bond at a yield below 5% and Mexico made a 10-year issuance at a rate well below 3%. As I have expressed in this blog before, I more »

  • Emerging Markets: Equities Vs. Bonds.

    By Federico Zaldua - April 15, 2013 | Tickers: ABV, PHI, PCY, VIP

    As an Emerging Markets (EM) bond investor (see my blog) I have had a great year. From Turkey and Indonesia to Mexico and Bolivia new bond issuance's are achieving record low yields. As a matter of fact, this year Turkey issued a 30-year bond at a yield below 5% and Mexico made a 10-year issuance at rate well below 3%. As I have expressed in this blog before, I more »

  • Add International Exposure to Your Portfolio With These Fabulous Companies

    By Greg Williamson - April 1, 2013 | Tickers: BHP, ABV, UL

    Many investors fear international stock ownership because they believe that there are extreme risks associated with companies located outside the United States. I believe that these investors are missing the boat, because some of the best publicly traded companies in the world are located internationally. By selecting the best international opportunities, you can add an additional level of diversity to your portfolio and achieve attractive returns.

    Advice for adding international more »

  • Is The Beer Industry Brewing?

    By Lior Cohen - March 4, 2013 | Tickers: BUD, SAM, ABV, TAP

    Is beer a good investment? For those of you who consider beer not only a refreshing beverage but also a potential investment, it's worth noticing several key factors that could put certain beer companies as an investment worth examining. Let's take a close look at several brewing companies that could have something to offer besides a refreshing beer.

    Boston Beer (NYSE: SAM)

    This brewing company, which is mostly more »

  • A LatAm Portfolio For 2013

    By Federico Zaldua - January 14, 2013 | Tickers: BUD, CX, ABV, TX

    Latin America (LatAm) is my region of expertise. I invest almost exclusively in LatAm, so I got to know pretty well the companies in the region. I have also hold LatAm equities for long periods of time so I always look closely at equity valuations within the region. Nowadays I find that on a price to book versus relative ROE basis LatAm has a 13% premium relative to other Emerging more »

  • The Sun Will Rise Again For Brazil

    By Andrés Cardenal - January 14, 2013 | Tickers: ABV, VALE, ITUB, PBR

    Brazil has disenchanted investors over the last couple of years: economic growth has slowed down considerably, structural problems are becoming more evident, and Brazilian stocks have underperformed other markets in recent years. But the long term fundamentals are still intact and the Brazilian economy could be about to turn around in the following months, so maybe it’s a good time to go shopping for opportunities among Brazilian stocks.

    Blame more »

  • Three Index Bets for 2013

    By Federico Zaldua - January 14, 2013 | Tickers: ABV, EWZ, EWP, PBR, SPY

    Its fair to reconsider your portfolio at the beginning of every new year and think of what has changed in the world, which bets have performed well for you and which ones have gone against you. At the beginning of every year I try to think which trends might be in place during the next 12 months and, based on that, I try to see which assets could benefit from more »

  • 5 Dividend Stocks to Consider for a Diversified BRIC Portfolio

    By Meena Krishnamsetty - January 8, 2013 | Tickers: CMGE, ABV, MBT, PTR, SSLT

    According to the latest issue of the IMF’s “World Economic Outlook,” economic growth in the BRIC nations will account for the lion’s share of the global output growth. Some earlier estimates say that the BRIC nations will account for 37% of global growth in the period 2011-2016. While developed economies are expected to accelerate growth to a still-meager 1.5% in 2013 from 1.3% last year, BRIC more »

  • Page 1 of 3