Wal-mart de Mexico
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 »
The market is long Mexico. During the first three months of this year, the country has led the Latin American pack for share sales and M&A activity. The reasons are to be found in Mexico's renewed growth prospects. The IMF expects the country to grow by 3.5% this year and next as Mexico’s export-led economy benefits from an increasingly active US economy. According to Dealogic, in more »
“Whether it’s the restaurant or the supermarket or the kitchen supply shop, it’s hard to think of sector that is more commercialized and more replete with entrepreneurship and innovation. It is all monetized. … Quality customers are often more important to a restaurant than a quality chef.”
[Continued from part 6]
Nick Slepko: Do you have any investments in Cuban-American public companies?
Tom Herzfeld: Cuban-American or not, Mastec (NYSE: MTZ) is a great company by most metrics. The company’s founder Jorge Mas Canosa was a very prominent Cuban-American leader…Mastec was one of our earlier holdings. I more »