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

Expensive And Hard To Own, Natura Cosmeticos Is Still A Great Brazil Play

Brazil may be a popular topic in international investing, but it's actually not all that easy to invest in some of the best Brazilian growth stories. Such is the case with Natura Cosmeticos (OTC:NUACF). Natura is a true Brazilian success story and a fantastic play on the Brazilian consumer, but the U.S. ADR has virtually no liquidity and Brazil is an "institutions only" market for foreign investors. That said, there are readers who can buy these shares and even if you cannot own Natura today, it's a stock well worth following if you want to know more about what's going on in Brazil beyond the government-reported statistics.

A Familiar Model With Uncommon Success

The Natura Costmeticos model is...

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