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Conrado Foglio Bonda  

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  • The Brazilian Stock Market Remains A Wild Ride, But There's A Silver Lining
    Wed, Apr. 1 ERJ 2 Comments

    Summary

    • Government is facing tough opposition both in Congress and from an important part of the population.
    • Corruption scandals in Petrobras and low commodity prices provide more and more uncertainty.
    • The Monetary Policy Committee increased interest rates to 12.75% and the market is discounting further increases.
    • There's a particular company that can ride these waves and outperform the BOVESPA Index: Embraer.
  • Vale: Forget The Noise And Think Long Term
    Tue, Mar. 31 VALE 45 Comments

    Summary

    • The S11D project is a game changer for Vale.
    • BRL depreciation will have a favorable impact on both Capex and Opex.
    • 2015 will be very difficult in terms of FCF but long-term prospects are intact.
    • Focus on the fundamentals and on the underlying business and forget about the noise.
  • Herbalife: Currency Crisis In Brazil And Venezuela
    Sat, Feb. 28 HLF 26 Comments

    Summary

    • HLF may be forced to write down assets and cash for operations in Brazil and Venezuela.
    • If Venezuela adjustments had happened in 4Q2015, income would have decreased 25%.
    • Market conditions in South America are expected to worsen.
  • Atwood: Undervalued With Great Potential Upside For The Long Term
    Nov. 8, 2014 ATW 9 Comments

    Summary

    • Atwood Oceanics is a leading offshore drilling company engaged in the drilling and completion of exploration and development wells for the global oil and gas industry.
    • With a Forward PE of just 7.7x, this Mid Cap Offshore Driller is extremely attractive.
    • The company is profitable and has a strong balance sheet to ride out the difficulties this industry is experiencing.
  • Balanced Portfolio - 7 Stocks That Offer Dividend Growth And Valuable Opportunities
    Nov. 4, 2014 AFL, ATW, EC 10 Comments

    Summary

    • The objective of this article is to set and track a portfolio composed of 7 stocks.
    • Stocks are selected based on a set of attributes, such as low forward P/E, dividend yield and growth.
    • The portfolio focuses on companies that are known for growing dividends, as well as companies that seem to be undervalued.
  • Argentina: Focus On The Fundamentals
    Aug. 20, 2014 AGRO, TEO, YPF 7 Comments

    Summary

    • Argentina is entering a recession and debt default will be the least of its problems.
    • Short term investors should be cautious and expect volatility.
    • Severe inflation and currency devaluation is right around the corner.
  • An Update On Weatherford: Q4 2013 And What To Expect In 2014
    Mar. 5, 2014 WFT 16 Comments
  • An Update On Weatherford - Going Forward
    Sep. 7, 2013 WFT 7 Comments
  • Petrobras: Is There Value In This Oil Behemoth?
    Apr. 18, 2013 PBR 14 Comments
  • Vale, An Interesting Turnaround Candidate
    Apr. 12, 2013 VALE 18 Comments
  • Argentina Might Not Default In 2013 But Its Future Is Gloomy
    Mar. 7, 2013 ARGT 14 Comments
  • Why I'm Long Weatherford Despite Recent Shortcomings
    Mar. 5, 2013 WFT 13 Comments