Stephen Simpson, CFA
Long only, growth at reasonable price, value, research analyst

Cosan Continues To Build A Diverse Set Of Businesses

Cosan Ltd (NYSE:CZZ) continues to be a frustrating stock, even though it's connected to a good collection of Brazilian businesses. While the merger/spin off involving America Latina Logistica (OTCQX:ALLAY), Cosan SA, and Cosan Logistica is a little complicated, it will have the end result of improving Cosan's logistics operations and simplifying the corporate structure of Cosan Ltd. With quality operations in sugar/ethanol, fuel distribution, natural gas, logistics, lubricants, and farming, Cosan Ltd remains a good stock to consider as it has lagged the rally in Brazil.

Another Good Quarter In The Books

Cosan has continued to report good underlying financial results. After posting pro-forma yoy revenue growth of 12% in the fourth quarter, Cosan followed...

Join Seeking Alpha PRO to read this archived article and 11,574 other archived articles
IDEA GENERATORXExclusive access to 10 PRO ideas every day
INVESTING IDEAS LIBRARYXExclusive access to PRO library of more than 15,000 ideas
SECTOR EXPERT NETWORKXExclusive access to all sector experts for direct consultation
PERFORMANCE TRACKINGXTrack performance of all PRO stock ideas
PROFESSIONAL TOOLSXProfessional Idea Filters to zero-in based on industry, market cap and more
"In just the first month of using PRO, I used it to generate two ideas which were actionable for me. As a result of these two positions, I have earned more than 20 times the annual subscription costs for PRO."Michael Yagemann, Greenbridge Capital
"I am pleasantly surprised with the scope of small and mid-cap coverage PRO offers. You can't find that any where else."Patrick Rice, Mainstay Capital Management
You may cancel at any time for any reason, and receive a prompt refund for membership on months paid and not used (max. 6 months). Details