Latin America

Petrobras quietly becomes the one of the hottest emerging markets’ stocks

posted on April 29, 2013 at 9:16 am by Tim Seymour

Quietly Petroleo Brasileiro Petrobras (PBR, quote) has become one of the hottest stocks in emerging markets. Bank of America Merrill Lynch upgrade today, Credit Suisse reiterates “outperform” and some real tangible output in the first quarter to get to the positive side.

Analysis Brazil Latin America Natural Gas Oil Tim Seymour

America Movil to Invest $50b in Latin America

posted on April 25, 2013 at 8:00 am by Tim Seymour

America Movil (AMOV, quote) to invest $50 billion in Latin America across 5 Years

Analysis Latin America Mexico Tim Seymour

Pair trade: Long COPA and short GOL is still working

posted on March 25, 2013 at 10:45 am by Sean Geary

While many investors are loth to invest in airline equities, by employing a pair trade, investors can mitigate some of the inherent risk associated with aviation companies. Like in any other sector, it’s always a good idea to be long a thriving company and short a struggling one when creating a pair trade.

Airlines Latin America Stocks

Brazilian Middle Class: Prada Is Tops for Iguatemi

posted on March 22, 2013 at 9:30 am by Tim Seymour

A note today on Bloomberg provides further insight into what we’ve been saying: the Brazilian middle
class is slowing down.

Brazil ETFs Latin America Retail Tim Seymour

Mexico: Obama’s Grand Bargain Realized South of Border

posted on March 21, 2013 at 9:45 am by Tim Seymour

Mexico (EWW, quote) is getting done what the US cannot. Crony capitalism, partisan lobby groups, and entitlements gum up the US economy, yet Mexico can overcome seemingly deeper corruption. How?

Latin America Mexico Stocks Tim Seymour

Mexican telecom sector under scrutiny

posted on March 14, 2013 at 8:00 am by Sean Geary

America Movil (AMX, quote) and Grupo Televisa (TV, quote) both dropped in Wednesday trading as a result of new legislation designed to further liberalize the Mexican telecom sector. Is now the time to pick up America Movil at a discount?

Latin America Mexico Stocks Telecom

Chavez completes final “Weekend at Bernie’s”

posted on March 6, 2013 at 9:30 am by Tim Seymour

Ever seen “Weekend at Bernie’s”? Go check it out. Meanwhile now that Chavez’ death is a formality how do you play Venezuelan markets, and what has truly changed?

Analysis Colombia Energy Latin America Tim Seymour

Latin American airlines COPA and GOL soar

posted on March 5, 2013 at 9:00 am by Sean Geary

Latin American carriers COPA (CPA, quote) and Gol Linhas Aereas Inteligentes (GOL, quote) both moved substantially higher in Monday trading; is now the time to jump into these stocks?

Airlines Brazil Latin America Stocks

Embraer Rises on $950m Contract to Sell Jets to U.S. Air Force

posted on February 28, 2013 at 1:00 pm by Tim Seymour

Embraer (ERJ, quote) is up today on $950 million contract to sell jets to U.S. Air Force, fulfilling what was a core part of our positive call outlook along.

Airlines Latin America Strategy Tim Seymour

Vale reports first loss in a decade

posted on February 28, 2013 at 11:00 am by Sean Geary

Brazilian iron ore giant Vale (quote) reported its first loss in more than a decade on the back of weak iron ore prices, write-downs, and soft global demand.

Brazil Latin America Mining Stocks

GET OUR FREE NEWSLETTER

FOLLOW US