Danny Furman

Brazil: The Only Market Worth Investing In

Bill,
Thanks again, never in my wildest dreams did I think my writing would have a narcotic effect :). There is already talk about revoking the tax, as shown by Brazil stocks' outperformance yesterday. Definitely something to stay attentive to but, ultimately, Brazil will continue to outperform other markets enough to make a 2% tax on profits less than tragic. Surely I would be less prone to commit new money to Brazil today than I would have been when I wrote this article and, overall, I am very skeptical buying any stock with worldwide markets at current levels. If, however, markets pull back significantly (or if other markets continue to surge and Brazil lags due to fear about the tax) then I'll be buying Brazil.

PS. Next article is in the works. Value simply isn't as plentiful today as it was in May, when I started writing.

Best of luck to you, Bill.
-Danny

Brazil: The Only Market Worth Investing In

Bill,
I don't use any software for such purposes. Frankly, I don't incorporate stop losses. I only sell for a satisfactory gain or on bad news. Search Seeking Alpha for reviews or someone more technically proficient.

Brazil: The Only Market Worth Investing In

Meltdownman: There are surely others who are better informed regarding mutual funds, but DXZLX makes me a little nervous because leveraged ETFs have an innate flaw as long term investments (seekingalpha.com/artic...). The two emerging market funds I selected for my girlfriend's plan are the T Rowe Price Emerging Market Bond Fund (Brazil exposure and very high yields) and the Oppenheimer Developing Markets Fund A (the best international mutual fund I've seen). In searching for Brazil funds I also came across XBZFX and XBZLX, which may be options for you.

All the best.

Brazil: The Only Market Worth Investing In

All the stocks I mentioned are listed on major US exchanges (except BOBS, an "over the counter" stock). Well done with your ETF investments!

Brazil: The Only Market Worth Investing In

Thanks for the comments tc1, AD & Mr Harper.
Gerdau (GBB in The US) was the first Brazil stock I bought (in April around $6) and sold my shares a few months later up around 50%. At today's prices I like VALE better, but both are cheap on an international scale and figure to grow substantially in the coming years.
With regards to China, I've always been a believer. With today's valuations, however, I see China as a stock pickers market and Brazil as a market with many winners and very few losers. ABV (beer and soda) looks like another sure thing.

Brazil: The Only Market Worth Investing In

I said nothing about China, but the generalizations I made have definitive economic impact. I am part Russian and envy India's traditional culture, so please do not confuse my generalising with stereotyping. Real capitalistic growth is not likely in Russia's near future and India's stock market is simply priced for unfathomable growth. Sorry if I was too abrasive.

Brazil's Telecom ADRs Are Oversold

Brian,
Click the link to the chart above and make sure the "events" parameters are set to show dividends. The latest dividend has been announced, not paid, so it's not on any chart yet.

Brazil's Telecom ADRs Are Oversold

TSP "barely missed the cut" for me for a few reasons. It's valued at over twice book value, 9x+ earnings and just paid the last of its dividends til November. TSP pays 4 annual dividends from November through March so it is predictable in that sense unlike TNE.

TSP looks good long term, but I would only consider buying lower and closer to dividend season.

Brazil's Telecom ADRs Are Oversold

$1.05 dividend just announced for TNE

Brazil's Telecom ADRs Are Oversold

Thank you very much brascap. It's amazing how cheap US traded ADRs are compared to Bovespa stocks, with China ADRs it's the other way around! I may have to dig around and concentrate more of my portfolio in Brazil, however I'm confident SBS and the telecom companies will remain my favorites and will probably just add to those positions if I can average down PPS.

Brazil's Telecom ADRs Are Oversold

Thanks for the responses. I'm really curious how these companies trade on the Bovespa and can only find the following:
www.emerginvest.com/Co.../

Makes the ADRs look even cheaper, no?

Lastly, dividends ***boast cash flow by distributing it, what they **boost is investor's accounts.

10 International Dividend Paying Growth Stocks

this article includes about half of them:
seekingalpha.com/artic...

10 International Dividend Paying Growth Stocks

tc1,
I hope you accidentally looked at the wrong stock! I see 0.54% of the float on SBS as short, but since it is up over 100% since March that may be increasing of late.
Water utilities are very capital intensive, but most operate extremely profitably because rates are frequently increased and demand increases with population growth. Interest coverage is low simply because it can be.
If you want to see a water utility with real debt problems, look at American Water Works (AWK).

10 International Dividend Paying Growth Stocks

Ouch... wrong twice here. I assumed incorrectly that lithium is mined as metal ore... stupid cat!!
Thanks for the comment Mr. Young, I always respect and appreciate what you have to say. I did misuse the word competitor and ERII's positions in China and Spain do earn it a significant valuation boost.
Perhaps it was because they loaded up on shares in March, but ERII insiders did some major selling recently.
Ultimately I like both stocks fundamentally, however I see better value in CWCO.
Lastly, increased demand for desalination could make the two competitors in the future and expand the operations of both companies. For CWCO the transition from the British Isles to the British Mainland doesn't seem like a stretch.

10 International Dividend Paying Growth Stocks

123z,
I wrote an article about Cascal less than a month ago. The Company seems to have excellent customer relations and operates all over the globe. I bought shares in April at 2.67 and one day, a week or two ago, the stock shot up to 4.25. I got out at 4.06, as at that valuation I believe any of the stocks in the list above are better options. Not for potential, but there is a major upcoming concern for HOO. In 2011 or 2012 (I can't remember) Cascal's non-compete with Biwater, its parent company, expires. Part of me believes Cascal has won over clients and may even steal a few from Biwater. Still, there is a real risk of the bigger company undercutting Cascal.

On May 25 01:23 PM 123z wrote:

> I agree with your comments on water. What is your opinion of Cascal
> (seekingalpha.com/symbo...) which appears to me to be an
> excellent stock which is selling for the price of a penny stock?
> The only thing wrong with it that I can find is a small float which
> might make it volatile, but as a long term investment the float seems
> less important.