He said that the Brazilians at AmBev had an advantage over their rivals: their business culture.
Embraer, Ambev, Petrobras and AsiaInfo have been on the buy list consistently for the last six weeks.
Embraer, Ambev, Petrobras and AsiaInfo have been on the buy list consistently for the last five weeks.
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What has also marked out the Brazilian managers at AmBev and then InBev, is their ferocious cost-cutting.
Ambev partnered with a Belgium company Interbrew to form the international arm of the Brazilian powerhouse - Inbev.
Since then, Embraer is down 7.41%, Petrobras is up 4.62%, Ambev is up 1.32% and AsiaInfo is up 10.24%.
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Companhia de Bebidas das Americas (nyse: ABV ), commonly known as AmBev, is a Brazilian-based alcoholic beverage producer.
Ambev ( ABV) recently reported better than expected results for fourth quarter 2011.
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Defensive favorite Ambev (ABV), a Brazilian beverage company, is still on the list.
For the fourth quarter of 2010 AmBev reported earnings growth of 44.4% year-over-year.
InBev, itself formed by a giant merger of Brazil's AmBev and Belgium's Interbrew several years ago, described the deal as "historic".
Brazilians (and Belgians) now own Budweiser, but to get in on the Brazilian love of beer, investors need to own Ambev shares.
Investors still like Ambev (ABV) as a hedge against inflation in Brazil.
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Sugar and ethanol giant Cosan ( CZZ) is up 47.8 percent and Ambev ( ABV) is up 24.7 percent over the last year.
While government policy is a risk factor for Itau and Bradesco, few things are standing in the way of multinational Brazilian brewer Ambev (ABV).
First among those competitors is InBev, the world's biggest brewer by volume since it was formed last year when Belgium's Interbrew bought Brazil's AmBev.
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Brazilian beverage giant Ambev (ABV) has been a buy all year, and with a 4.6% dividend, who can blame the stock forecasters at ValuEngine for recommending it?
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Ambev trade volume is nearly twice that of Budweiser shares and they are up 11% year-to-date ending July 6, while Bud flounders, even in the summer time.
The models at ValuEngine still like a lot of these perennial names, from Brazilian beverage company Ambev to China Mobile, the best performing mobile company in China.
Brazil hired more workers in 2010 than the US. Although it is wrestling with inflation, and the government has put the breaks on lending, consumer favorites like beer maker Ambev are also investor favorites, especially long term holders of international equities.
While 50% of GDP is driven by services, excluding financials, the BOVESPA is crowded and concentrated, with eight stocks making up more than half of the market cap of the exchange: Petrobras, Vale, Itau Unibanco, Ambev, Bradesco, Banco do Brasil, Santander, and OGX.
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Among the largest underlying components of ILF, in trading today Itau Unibanco Holding S.A. ( NYSE: ITUB) is off about 1.2%, Petroleo Brasileiro S.A. ( NYSE: PBR) is down about 0.4%, and Companhia de Bebidas das Americas-AMBEV ( NYSE: ABV) is lower by about 0.1%.
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Among the largest underlying components of ILF, in trading today Itau Unibanco Holding S.A. ( NYSE: ITUB) is up about 0.8%, Banco Bradesco S.A. ( NYSE: BBD) is up about 0.2%, and Companhia de Bebidas das Americas-AMBEV ( NYSE: ABV) is up by about 1.1%.
Among the largest underlying components of ILF, in trading today Itau Unibanco Holding S.A. ( NYSE: ITUB) is up about 0.4%, Banco Bradesco S.A. ( NYSE: BBD) is up about 0.4%, and Companhia de Bebidas das Americas-AMBEV ( NYSE: ABV) is higher by about 0.2%.
FORBES: iShares S&P Latin America 40 Index Fund Experiences Big Outflow
Among the largest underlying components of ILF, in trading today Itau Unibanco Holding S.A. ( NYSE: ITUB) is up about 0.6%, Banco Bradesco S.A. ( NYSE: BBD) is up about 0.6%, and Companhia de Bebidas das Americas-AMBEV ( NYSE: ABV) is up by about 0.7%.
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Among the largest underlying components of ILF, in trading today Itau Unibanco Holding S.A. ( NYSE: ITUB) is down about 0.5%, Banco Bradesco S.A. ( NYSE: BBD) is down about 0.1%, and Companhia de Bebidas das Americas-AMBEV ( NYSE: ABV) is lower by about 0.5%.
Among the largest underlying components of ECON, in trading today Companhia de Bebidas das Americas-AMBEV ( NYSE: ABV) is up about 0.7%, BRF- Brasil Foods S.A. ( NYSE: BRFS) is down about 1.3%, and LATAM Airlines Group SA ( NYSE: LFL) is lower by about 0.5%.
According to stock forecasters at ValuEngine.com, these equities are priced to perfection, including major names like Brazilian beer giant Ambev (ABV), on the list as a strong buy for the first time in the last four weeks, and Brazilian oil major Petrobras (PBR) is back on it again.
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