Banco Bradesco S.A. (ADR) (NYSE:BBD)

Latin American and South American governments and economy are very fragile.

Growth and hosts of dividend reinvestors taking advantage of monthly dividends.

more a bet on Brazil than anything else.

Recent pullback
Earnings growth was log-linear during the boom
Credit expansion along with the economic growth necessary to sop up the liquidity (what the US does not have), so that inflation will not eat into profits.

Good solid bank we have here! A no-brainer...

Brazil will rule the next decade:
Host to FIFA World Cup (soccer) 2014
Host to Summer Olympics 2016
...need I say more...!!!

Just gaming CAPS: harvesting a score of +5.43, while lowering my cost basis from $20.56 to somewhere between $18 and $19.

Largest bank in Brazil and Brazil is strong. Hasn't made the big moves that US banks have.

For its size, Bradesco is rather agile and clever, and well run, with good staff, but short handed to a fault. Standing in line an hour to be attended is eroding popular patience. Unfortunately their insurance branch is getting slow to pay out just claims, showing an erosion of the bank's initial principles. Unless these are corrected it may lead in a longer term to loss of image and market.

Growing housing market in Brazil with much safer mortgages (60% of home value vs. 80/90% in US). Over 10% annual Revenue growth since 2004 and trading well below 52 week high ($25.24 on 5/2/2008) even after beating earnings in their most recent quarter.

pays a small dividend, it is well poised to give services to brazils developing middle class, and i think brazil is the next china.

One of the top private brazilian bank with a great franchise. Better than Itau bank.Brings in $$ qurater after quarter.

Readding on the dip.

Good value bank that will benefit from all the positive news currently coming out of Brazil

Typical inflation woes and instability in Brazil has pulled this stock back as of late but forward looking prospects still look good. Sales, margins and earnings are strong areas of growth for BBD. Cash flow data I've found has been inconsistent among sources and bothers me. ROE has been strong and above industry average.

I'm also looking for oil, water and agriculture companies in Brazil.

Hmmm, looking to compete with Boeing and Airbus by the early 2010s. Plus, their first quarter was much better than expected leading to the reinstatement of dividends. very times look to be trimmed. Looks like deliveries are even ahead of schedule. All good things in this economy.

The bank for the South American China.

Brazil

With the credit boom in Brazil, this bank is solidly positioned to take advantage.