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Cosan

  • Earnings Season Review and Outlook 2013

    By Jay Ralez - May 9, 2013 | Tickers: CZZ, EA, FNMA, LNVGY.PK, MONI, NQ, NOK, TEF, VELT, WMMVY.PK

    I am reading my stocks earnings releases now since its earnings season and I havent reviewed anything in months.
     
    Cosan  http://cosan.com.br/Cosan  is doing great all around and has just finished integrating Brazils largest natural gas pipeline into its portfolio.  I like the pipeline business.  The sugar business is also expanding and Cosan's partnership with Amyris for the development of sugar based hydrocarbons to replace petroleum more »

  • Creating a Portfolio with Sugar, Spice and Everything Nice

    By Arturo Cuevas - April 5, 2013 | Tickers: CZZ, MKC, RDS-A

    Sugar and spice and everything nice, to borrow a line from the nursery rhyme “What are little girls made of,” is one foolish but potent guide to assemble a winning stock portfolio. Cosan (NYSE: CZZ), for one, is a potential winner as a sugar-and-everything-nice adjunct, given the banner performance that this Brazilian conglomerate reported for its 2013 fiscal third quarter ended Dec. 31, 2012. For the period, it more than more »

  • Are These Confection Stocks a Sweet Deal?

    By Chris Hodge - January 23, 2013 | Tickers: CZZ, MDLZ, HSY, TR | Editor's Choice

    I've been trying to stay away from candy lately, but I recognize that just because I'm not personally into something says very little about how popular it is. I rarely drink, but Diageo is thriving. I've never smoked, but Philip Morris International is alive and well regardless. So what about the confections industry? Are these stocks a taste of heaven, or are they just rot bait?

    Not more »

  • Why Does George Soros Love This South American Ag Giant?

    By Meena Krishnamsetty - October 16, 2012 | Tickers: AGRO, ADM, BG, CZZ, ANDE

    Dwight Anderson, the founder of Ospraie Management, is a New-York based financial advisory firm that manages close to $2 billion in assets. Anderson’s fund has a variety of investment strategies and has been known to place big bets on the commodity markets that occasionally turn sour. Ospraie lost close to $1 billion in the most recent financial crisis due to ill-timed bets in commodities, but has since bounced back more »

  • Is Hershey a Comfort Stock for Investors?

    By Meena Krishnamsetty - August 27, 2012 | Tickers: CZZ, HSY, TR

    Investors who are worried about the U.S. economy may be attracted to large-cap stocks that experience a low statistical correlation with the S&P 500, and The Hershey Company (NYSE: HSY) fits that bill to a T. The stock’s beta is 0, and 0.0 when rounded to one decimal place. Even a downturn in the U.S. economy shouldn’t affect its stock price, due to the more »

  • How a Free Codexis Can Elbow its Way to the Top

    By Maxxwell A.R. Chatsko - August 7, 2012 | Tickers: CDXS, CZZ, RDS-A

    On July 16, industrial enzyme developer Codexis (NASDAQ: CDXS) announced that they had signed an Exclusive Negotiation Agreement with long-time financier Royal Dutch Shell (NYSE: RDS-A). Although terms of a new research agreement won’t be finalized until later this month, the announcement has given valuable insight into the future of both companies.

    While everything won’t come up roses for Codexis the company will likely be granted freedom to more »

  • How to Profit from the World's Sweet Tooth

    By Maxxwell A.R. Chatsko - May 20, 2012 | Tickers: ADM, BG, CZZ | Editor's Choice

    The future is sweet for sugar, which is good news if you are an opportunistic investor. Its use has increased mightily in recent years in two major ways: as an alternative feedstock for chemicals and fuels and as an ingredient in foods and beverages. Analysts and experts have touted an inevitable sugar economy in Brazil as the primary explanation for their bullish views. If the United States ever makes the more »

  • Brazil No Longer a Sweet Investment

    By Tony Daltorio - May 18, 2012 | Tickers: BG, CZZ, EWZ, RDS-A, CANE | Editor's Choice

    Not long ago, one of the hottest places on the map for investors to get a great return was Latin America's biggest economy, Brazil. The country was in the sweet spot, blessed with abundant natural resources that the world's largest emerging country – China – wanted and needed. 

    But the country and its stock market have fallen on hard times in recent months. That is not news to the holders more »

  • Energy Common Sense: Codexis Plays the Shell Game With Management

    By Maxxwell A.R. Chatsko - February 22, 2012 | Tickers: CDXS, CZZ, RDS-A

    It's never a good thing for a company to lose two executives in a single month, but that's exactly what has happened at Codexis (NASDAQ: CDXS). Despite the sustainable chemical producer’s successful pharmaceutical enzymes business (fetching $49 million in 2011) and brilliantly orchestrated ascendance to the top of the cellulase enzyme market (in a mere three years) the past month has witnessed the departure of CFO Robert more »

  • It's the Feedstock, Stupid: Four Feedstock Plays For the Future of Sugar

    By Maxxwell A.R. Chatsko - February 21, 2012 | Tickers: ADM, BG, CDXS, CZZ, WY

    In the 1992 presidential election, Bill Clinton beat incumbent George Bush Sr. despite his 90% approval rating in March 1991. Once thought a shoe-in for re-election due to an impeccable foreign policy resume (end of Cold War, aiding Kuwait against Saddam), the main reason Bush Sr. fell to Clinton could be summed up in one quote: “It’s the Economy, Stupid”. Similar to the economy’s importance in the 1992 more »

  • Fueling Tomorrow: Codexis

    By Maxxwell A.R. Chatsko - February 13, 2012 | Tickers: AMRS, CDXS, CZZ, PFE, RDS-A

    If you think Solazyme is a tough act to follow, then you certainly aren’t familiar with the next company in the FuelingTomorrow series. Despite being severely underappreciated and undervalued, Codexis Inc. (NASDAQ: CDXS) can hang with the best of ‘em.

    As TheStreet’s Eric Rosenbaum correctly noted, biofuels IPOs may be a worse investment than social media IPOs. However, he incorrectly threw Codexis into the group of unsuccessful biofuels more »

  • The Brazilian Sugarcane Industry's Sweet Future

    By Tom Gibbs - February 8, 2012 | Tickers: CZZ, XOM, GM, RDS-A

    Sugar is a sweet business in Brazil, and through Cosan Limited (NYSE: CZZ), investors now have their best opportunity to capitalize on one of the fastest growing companies in the fastest growing industries in one of the fastest growing economies in the world.  Selling for less than five times enterprise value and earnings (both on TTM basis), and with several drivers towards meaningful future growth, why is Cosan one of more »

  • Energy Common Sense: Butanol vs. Ethanol

    By Maxxwell A.R. Chatsko - January 26, 2012 | Tickers: CZZ, GEVO, PEIX

    Have you ever looked south to Brazil’s sugarcane ethanol industry, powered by Cosan Ltd. (NYSE: CZZ), and wished that the United States had a successful answer to gasoline? Did you cheer the expansion of the ethanol industry and companies like Pacific Ethanol Inc. (NASDAQ: PEIX) over the last decade? Do you believe ethanol produced from cellulosic feedstocks is a better fuel than ethanol produced from corn? If you answered more »

  • Get Ready for Higher Sugar Prices

    By Tony Daltorio - January 23, 2012 | Tickers: CZZ, SGG

    Like many other commodities, sugar has become more of a mainstream investment of the past few years. Pension funds, through purchase of products based on the S&P GSCI and other indices, own sugar futures. 

    Even individual investors have gotten in on the action through the use of an exchange traded note – the iPath Dow Jones-UBS Sugar Subindex Total Return ETN (NYSEMKT: SGG).  

    Sugar definitely caught these investors' eyes last more »