Browse by ▼

Companhia de Bebidas das Americas (ADR)

  • 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

    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, SLT

    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 »

  • Can Brazil Break the Wealth Destruction Cycle in 2013?

    By Calla Hummel - January 8, 2013 | Tickers: ABV, VALE, EWZ, PBR

    Even with less than 1% growth in 2012, Brazil has had a good decade. Its main exports reached record highs, hyperinflation is history, and macroeconomic strength has given successive administrations the budget leeway to help lift 30 million Brazilians out of poverty. Betting on a robust future, investors have poured money into the country's stock market. If Brazil keeps growing, long- and medium-term investors stand to gain. But the more »

  • This Family-Controlled Brewer is Worth a Closer Look

    By Ted Cooper - December 31, 2012 | Tickers: BUD, SAM, ABV, TAP

    Brewers have struggled to grow during the recent period of global economic uncertainty, but their shares have held up relatively well which has made it difficult to find bargains in the industry. However, Molson Coors (NYSE: TAP) may be the exception. As the second-largest brewer in the U.S. and Canada, Coors owns a portfolio of well-known brands and has developed regional economies of scale in many of the areas more »

  • The World Cup Will Not Drive Brazil's Growth

    By Calla Hummel - December 20, 2012 | Tickers: ABV, GOL, EWZ

    Despite a disappointing year for Brazilian stocks, bulls on Brazilian growth abound. Since the 1970s, bulls have pointed to breakout years, a growing middle class, and a young and increasingly educated population as reasons to invest in the country. In the past two years, commentators blithely toss out the 2014 World Cup and the 2016 Olympics as reasons in and of themselves to invest in Brazil, or as drivers of more »

  • Investing in Brazil for all the Wrong Reasons

    By Calla Hummel - December 18, 2012 | Tickers: ABV, VALE, EWZ, PBR | Editor's Choice

    Seeking Alpha published An overly optimistic piece on Brazilian stocks last week and listed the main Brazilian ETF as a defensive move, just as The Washington Post and CNN mulled over mediocre news from Latin America’s biggest economy. Brazilian stocks have floundered in 2012 with falling profits, low growth, and rising inflation. Despite low returns, Brazilian stocks are not cheap by most metrics and macroeconomic indicators are mixed on more »

  • Two Brazilian Stocks for Any Portfolio

    By Federico Zaldua - November 29, 2012 | Tickers: BUD, ABV, GGB, EWZ

    Brazilian equities took a hit in 2011 when the MSCI Brazil index went down by 25%. In 2012 the index didn't do much better, down again by 9%. But, after a series of interest rate cuts and a sharp currency depreciation, growth is expected to accelerate from 2012's 1.5% to 4% in 2013. Furthermore, Brazil's long term fundamentals are intact: institutional factors are ameliorating, and a more »

  • Barbarians at the Bar

    By Federico Zaldua - November 26, 2012 | Tickers: BUD, ABV, DEO

    The title is inspired by the book that made private equity firm KKR famous. I am using this title to offer you the story of two companies that grew through a long stream of successful private equity-style acquisitions. This pair are champions at cutting costs and delivering synergies for shareholders. Besides, both operate in the alcohol business, where distribution is the main barrier to entry, so they are fully aware more »

  • Brewing South American Consolidation

    By Federico Zaldua - November 14, 2012 | Tickers: BUD, ABV, CCU

    High volume growth and strong pricing power have been the main characteristics that South American beverage businesses have been working with for years. That was the environment the three brewers ruling the different countries in the region enjoyed and knew how to profit from. Here I will make a case for two of those three and analyze the case for a potential merger between them. We will review market giant more »

  • The New York Stock Exchange on the Joy of Depositary Receipts (part 2)

    By Nick Slepko - October 24, 2012 | Tickers: CNCO, ABV, NYX, BSMX

    Alex Ibrahim is Vice President and Regional Head of Latin America, Bermuda, and the Caribbean for the Global Corporate Client Group of NYSE Euronext (NYSE: NYX), and manages the Exchange’s relationships with over 150 companies in the region.  He discusses depositary receipts (foreign stocks traded on local exchanges) and the role DRs play in global investing.

    [continued from part 1]

    Slepko:  How do you measure the success of an more »

  • Page 1 of 2