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EPS100Momentum (71.73)

Big play just emerged in Emerging markets : BRAZIL to host Olympics

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October 02, 2009 – Comments (3)

BRAZIL will do the CHINA rally of 2006-2007 & SURGE on Momentum money chasing the Olympics at RIO here a list of the best Brazilian stocks to own as Hundreds of Millions of Momentum money chases Brazil.

October 02, 2009

ABV
VALE
ITUB
BBD
VCP
TAM
SID
GGB
PDA
GFA
CBD
BVN

3 Comments – Post Your Own

#1) On October 02, 2009 at 2:11 PM, catoismymotor (60.25) wrote:

In a different blog I just claimed to be burned out from researching Chinese stocks and had no interest in reserching Brazillian options. Your list has just made me into a liar.

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#2) On October 02, 2009 at 3:57 PM, Schmacko (91.86) wrote:

BVN is a peruvian precious metal mining company... don't think it's going to get much olympic fallout from Brazil unless I missed something.

Some of the other stocks listed don't seem like obvious olympic plays.... unless you think everyithing in Brazil will somehow benefit.

I would think the best direct plays are probably GFA (real estate + construction), SID and GGB (steel), and GOL and TAM (airlines). 

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#3) On October 02, 2009 at 4:25 PM, Starfirenv (< 20) wrote:

Just wondering why PBR didn't make this list. Thoughts?

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