Brazilian Growth Stocks (fka )

[tbirdman]

BOBS delisting...sad

[nsomniyak]

While not a Brazilian company per se, NTRZ has operations in Brazil and exposure to Brazil growth.

[nsomniyak]

Gotta like OGXPY the last couple sessions. I think that the announcement of way lower than expected well flow rates, right before quarter end, made OGXPY a perfect candidate for institutional window dressing sales late last week. The rebound this week suggests I was on the right track.

My original shares at $10-ish are buried underwater, but the ones last week from $2.36 look pretty good.

Strategically, Brazil has to work towards energy independence, and OGXPY figures to be in the middle of that.

[tbirdman]

$OGXPY 2.71, oversold

[tbirdman]

BOBS.OB approaching buy level:

[tbirdman]

This board will heat up as the Olympics approach imo..

[tbirdman]

Need to get the Nigerian Growth Stocks board rollin..you game?

[tbirdman]

lmao... Olympics coming up!

[Stream205]

We lost...........


............all our money in China

Now you want me to invest in Brazil ?


...........lol


only kiddin

[tbirdman]

What happened to this board? Great idea imo, lets see if we can breathe some life into it?

[bullmarkets]

This Board is a great idea. There needs to be a couple of stocks to focus on in here, with some emphasis and there will start to be a following here.

-Andrew

[tbirdman]

CBD - Brazilian grocer, looks overbought, but interesting nonetheless..

[BiotechValues]

yea, I started looking at BOBS also- looks solid. Haven't bought yet...waiting for a pullback

[tbirdman]

Kicking myself for selling BOBS at 8....been waiting for a re-entry ever since

[faxedreceipts]

I pray that you can be nice to Brazil for a month until you make your profit. Brazil = fraud lmao.

[ratobranco]

Time to Buy Brazil

http://blogs.forbes.com/tomaspray/2011/03/23/time-to-buy-brazil/?partner=yahootix

[momentum74]

Links some Brazilian Adr lists.


http://seekingalpha.com/article/168476-complete-list-of-brazilian-adrs

http://topforeignstocks.com/category/brazil/

http://adruniverse.blogspot.com/search/label/Brazil

[foggysurf]

http://www.bloomberglink.com/gatherings_overview.php?gathering=44

[ratobranco]

GGB - any thoughts on recent news?

I like the company, but this doesn't help obviously.

http://finance.yahoo.com/news/Gerdau-Public-prnews-2239332263.html?x=0&.v=1

[KurtNYC]

Boardmarked Gary, great to see you back, looking forward to learning about a new space.

[tiesto]

Hi Gary, glad to see you back. Always liked your honesty and IMHO the CGS board went down the crapper once you left.

I'm always looking for new opportunities and have marked this board.

Thanks!
tiesto

[ashy2classy]

Marked...thanks for the board, Gary! Been in a Brazilian/Latin American fund for years now - Brazil has great things to offer.

[thedivot]

Great idea Gary. As a starting point, there's a list of some Brazilian stocks at this link (as well as many other lists).

http://wallstreetnewsnetwork.com/

[pappy]

Im all ears.eom

[Stream205]

Count me in....eom

[BiotechValues]

Nice tbirdman. And this quote by the CEO is why I like the "B" in BRIC investing here:

"we expect to benefit from spending associated with the infrastructure build-out to support the World Cup and the Olympics which will be hosted in Brazil in 2014 and 2016"

I think more and more US investors will begin to see Brazil as an attractive investment place due to their recent economic performance during a global recession as well as the World Cup and Olympics exposure they'll be getting in the next 3-5 years.

[tbirdman]

The only Brazilian stock I have done any amount of dd on is BOBS, and I propose this stock as an excellent first Brazilian Growth Stocks discussion.

http://www.bffc.com.br/eng/index.asp
http://www.bobs.com.br/

Fiscal Year 2010 Highlights

System-wide sales totaled R$ 795.9 million, up 12.3% from 2009
Revenue totaled R$ 206.3 million, up 11.6% from 2009
Points of sale totaled 789 at the end of 2010, up from 681 at the end of 2009
EBITDA was R$26.1 million compared to R$ 17.8 million in 2009
Operating income was R$19.2 million, up 60.1% from 2009
Net income was R$11.7 million, or R$1.43 per basic and diluted share
Fourth Quarter 2010 Highlights

System-wide sales totaled R$ 234.5 million, up 12.5% from the fourth quarter 2009
Revenue totaled R$ 56.2 million, up 7.8% from the fourth quarter 2009
EBITDA was R$8.1 million compared to R$ 7.6 million in the fourth quarter 2009
Operating income was R$6.1 million, up 17.0% from the fourth quarter 2009
Net income was R$4.2 million, or R$0.52 per basic and diluted share

Business Outlook

“The outlook for our business remains positive. The recently elected new President, Mrs. Dilma Rousseff, is widely expected to follow the same successful economic policies of her predecessor, which we expect, will create a favorable environment for the continued growth of our business. In addition, we expect to benefit from spending associated with the infrastructure build-out to support the World Cup and the Olympics which will be hosted in Brazil in 2014 and 2016, respectively” said Mr. Ricardo Bomeny, President and CEO of Brazil Fast Food. “Looking ahead, we plan to continue to pursue our multi-brand strategy with a focus on improving our operating efficiency to deliver profitable growth for our investors in the years ahead,” concluded Mr. Bomeny.

About Brazil Fast Food Corp.

Brazil Fast Food Corp. owns and operates, both directly and through franchisees, the second largest fast-food restaurant chain in Brazil. The Bob’s trade name is used by Venbo Comércio de Alimentos Ltda., a subsidiary of Brazil Fast Food holding company, BFFC do Brasil Participações Ltda (formerly 22N Participações Ltda.). The “KFC” trade name is used by CFK Comércio de Alimentos Ltda. (formerly Clematis Indústria e Comércio de alimentos e Participações Ltda.), also a holding company subsidiary. The “Pizza Hut” trade name is used by Internacional Restaurantes do Brasil (“IRB”), also a 60% subsidiary of Brazil Fast Food holding company, BFFC do Brasil Participações Ltda. Recently, the Company entered into an agreement with Grupo de Empresas Doggis S.A (“GED”) to cross-franchise the Bob’s and Doggis brands in Chile and Brazil, respectively. Brazil Fast Food will control the Doggis master franchise in Brazil and GED will control the Bob’s master franchise in Chile.

[BiotechValues]

test 4

[BiotechValues]

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[BiotechValues]

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[BiotechValues]

test 1