• Billionaire Glenn Dubin’s Long-Term Stock Picks

    By Meena Krishnamsetty - July 25, 2013 | Tickers: CZZ, DISH, HTZ, SEIC

    While the primary purpose of Insider Monkey’s database of hedge funds’ 13F filings is to help us develop investing strategies (for example, we have discovered that the most popular small cap stocks among hedge funds outperform the S&P 500 by an average of 18 percentage points per year), we can also go through these filings to find a top manager’s favorite stocks in a number of areas more »

  • Small-Cap Farm Products: Room to Grow or Fallow Fields?

    By Chris Hodge - July 22, 2013 | Tickers: CZZ, FDP, ANDE

    Farming is great because of the security it affords investors. After all, society needs these products desperately. But there is a great gulf between being moderately successful in farming and being large enough to really thrive. Are these small-cap farming companies up to the task of building your portfolio and make you money, or will they rot on the vine?

    No guarantor of growth

    Cosan (NYSE: CZZ) has a lot more »

  • Dangerous Valuations in Farm Products

    By Chris Hodge - July 20, 2013 | Tickers: ADM, BG, CZZ

    The world needs its farm goods, and the market is well aware of this. The problem with something that everyone knows they need is that the price can become insane. The following are some examples of companies that at first glance look like stocks in which you might want to wait for a dip before buying. 

    The burden of a good reputation

    Archer Daniels Midland (NYSE: ADM) has some good more »

  • Where to Shop for Agri-Related Stocks

    By Damon Churchwell - July 17, 2013 | Tickers: ADM, BG, CZZ

    Having already reviewed a number of grocery-store stocks, I decided to look further into the market for home-cooked foods, specifically companies that sell processing-related commodities and farm produce. Several companies are notable for their earnings prospects, healthy balance sheets, and attractive P/E valuations.

    Lets review some of the top names in this group. 

    Commodity giant expanding through Australian buyout

    When Archer Daniels Midland (NYSE: ADM) reported first-quarter results in more »

  • Billionaire Glenn Dubin’s Small Cap Picks

    By Meena Krishnamsetty - July 7, 2013 | Tickers: CZZ, CTRP, SATS, SEIC, URI

    We track quarterly 13F filings from hundreds of hedge funds as part of our work researching investment strategies, and have found that the most popular small cap stocks among hedge funds outperform the S&P 500 by an average of 18 percentage points per year. We think that this is because small cap stocks (which we define as those with market capitalization between $1 billion and $5 billion) receive less more »

  • It’s Not Too Late to Buy These Companies

    By Shweta Dubey - July 6, 2013 | Tickers: CZZ, DISH, TMUS

    Highbridge Capital is a subsidiary of JPMorgan Asset Management. The fund started with $35 million in 1992 and it now manages $29 billion. The main investors in this fund are institutional investors, public and corporate pension funds, endowments, and high net worth individuals. The fund invests in stocks and derivatives, using strategies like arbitrage, long and short, with a short term view. Following its movement can provide an investment opportunity more »

  • Planting Seeds for Future Yields: 3 Stocks From the Farm Industry

    By Victor Selva - June 21, 2013 | Tickers: ADM, BG, CZZ

    When looking at the farm industry, analysts are usually very pessimistic. It is said the industry carries an inherently large risk. This may be true, but why is so much emphasis placed on this risk? It's because most analysts focus on the short run instead of the long haul. However, this industry has always paid dividends in the long run, some better than others, but it has always paid more »

  • 3 Promising Brazilian Stocks You Did Not Know About

    By Jaiyant Cavale - June 11, 2013 | Tickers: CZZ, GGB, VIV

    Just a couple of days ago, Standard & Poor revised Brazil's economic outlook from "Stable" to "Poor." Brazilian stocks and currency are down by 7% and Brazil's growth has been stagnant, growing by just 0.6% in the first quarter. However, the Brazilian consumer price index is at a 6.5% ceiling, which meets expectations.

    Brazil’s disappointing economy is an opportunity for international investors

    The Brazilian government has more »

  • Billionaire Glenn Russell Dubin Loves These Stocks

    By Meena Krishnamsetty - May 28, 2013 | Tickers: CZZ, DISH, HTZ, PCLN, RIG

    Highbridge Capital Management is a New York-based hedge fund with assets under management of approximately $29 billion. It is managed by key founder Glenn Russell Dubin, and Highbridge’s equity portfolio has a reported value of $6.4 billion. In the first quarter of 2013, several changes were made to its top holdings, including movements in mega-players like Transocean (NYSE: RIG) and (NASDAQ: PCLN).

    You can find the more »

  • 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  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 »

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