All Eyes on FIFA World Cup Soccer Games in Brazil: Anyone Looking at Brazil Stocks?

The 2014 FIFA World Cup is the 20th world championship tournament for soccer (referred to as football in most other countries outside the US), which is taking place in Brazil for the next few weeks. The games run from June 12, finishing up on July 13. Think these games should help the Brazilian economy? Then how about Brazil stocks.

Brazil used to be considered the best of the BRICs, with BRIC referring to he four countries with strong growing economies: Brazil, Russia, India, and China. The iShares MCSI Brazil Capped ETF (EWZ) is up three and a half points just in the last week. However, over the last two years, the Standard and Poor's 500 Index has risen well over 40%, whereas the Brazil ETF has a negative return over the same time period. Now might be an interesting opportunity for contrarians.

The nice thing about Brazilian stocks is that there are a couple dozen that trade on US stock exchanges, according to the free list of Brazil stocks at WallStreetNewsNetwork.com. In addition, most of these Brazilian stocks pay dividends. Anyone who has read my previous articles knows that I really like dividend paying stocks. Dividends return your invested capital faster and help to reduce volatility.

One of the highest yielding Brazil stocks is Banco Bradesco (BBD), which pays a generous yield, including special dividends, of 6.8%. As an added bonus, it pays its dividends monthly. This Brazilian bank trades at 1.2 times trailing earnings, slightly better than the industry average price to earnings ratio of 11.3. It has a forward PE ratio of 9.

Bradesco's earnings for the latest quarter were up 18% on a revenue rise of 13%. The company was added to the Zack's Rank #1 Strong Buy List on May 16.

Another Brazilian stock that pays a decent dividend is Telefonica Brasil (VIV), which has a yield of 7.7%. Last year, the company paid out a dividend three times, and so far this year, the company has had three dividend payouts. The stock trades at 15 times trailing earnings, and 13 times forward earnings. Revenues for the latest quarter were up slightly, however earnings dropped 18%.

One Brazil company that is doing very well is Gerdau (GGB), which is in the steel business. The yield is relatively low at 1.9% but the earnings are high. Earnings for the latest quarter were up an amazing 168% on a revenue increase of 15%. The stock trades at 13 times forward earnings and a very favorable  6 times trailing earnings.

There are several other Brazil stocks with good earnings and adequate yields, which can be found at WallStreetNewsNetwork.com. Around 20 of these stocks pay dividends. I'm not sure who is going to win the World Cub, but I think several Brazil stocks will be winners.

Disclosure: Author didn't own any of the above at the time the article was written, but may purchase a Brazil ETF in the next week if prices drop low enough. 

By Stockerblog.com

Is Brazil Ripe for a Rebound? Top Brazilian Income Stocks

Holders of Brazil stocks have been suffering. During the last couple years, even though the S&P 500 was up almost 20%, the iShares MSCI Brazil Index ETF (EWZ) dropped by over 31%. Maybe a recovery is in the works. After all, Brazil is still the fifth largest country in the world by population and area, and the sixth highest nominal gross domestic product in the world. The country has huge oil reserves and is a world leader in alternative energy, primarily ethanol generated from sugarcane.

If you think it's time for a rebound, there are 25 Brazil stocks to choose from that trade in the US, according to the free list of Brazil stocks at WallStreetNewsNetwork.com. More than a dozen of the companies pay dividends with yields ranging from 0.5% to 7.8%.

Of course, if you don't want to pick and choose, you can stick with the iShares MSCI Brazil ETF, which owns a very diversified portfolio of Brazilian stocks. The average price to earnings ratio is 14 and the ETF even pays a yield of 2.8%.

If you like to make your own decisions on stock choices, you may want to take a look at Telefonica Brasil, S.A. (VIV), the large Brazilian telecom company, which pays a nice yield of 4.4%, and dividends have generally been paid semi-annually for over a dozen years. The stock trades at 11.4 times forward earnings.

Cia Energetica de Minas Gerais (CIG) is another example. It is an electric utility that provides electricity primarily in Minas Gerais, Brazil. The stock trades at 6.4 times forward earnings, and pays a very high yield of 5.4%.

Other dividend paying Brazil stocks include Ultrapar (UGP) yielding 2.4% and Gerdau (GGB) paying a yield of 2.0%.

To see other Brazil stocks, many of which pay dividends, go the WallStreetNewsNetwork.com to access the list of Brazil stocks that can be downloaded, sorted, and updated. You can also find more Brazil stock information in the book Investing in Brazil Stocks: Get Rich from the South American Giant.

Disclosure: Author didn't own any of the above at the time the article was written.

By Stockerblog.com

Brazil's Parsimony Economy

Brazil's policy makers recently said 'additional monetary flexibility should be conducted with parsimony.' In case you aren't sure what parsimony means, according to some online dictionaries, parsimony is thrift, unusual or excessive frugality, and the quality of being careful with money. The Brazil economy has been slow in terms of recovery, so the country's central bank has decided to drop its benchmark interest rate in July. For the first quarter of this year, Brazil's economy grew by only 0.2%, significantly lower than what analysts predicted. The government's state development bank BNDES is increasing low interest rate loans and, even better news, taxes on consumer and industrial goods have been reduced, in order to help spur on the economy.

So how have Brazil stocks been performing? Terrible! During the last year, even though the S&P 500 was up a couple percent, the iShares MSCI Brazil Index ETF (EWZ) took a dive, tanking about 28%. If you think it's time for a rebound, there are about 25 Brazil companies that trade in the United States, according to the free Brazil stocks list at WallStreetNewsNetwork.com. More than half of the companies have yields in excess of 3%.

Cia Energetica de Minas Gerais (CIG) is one example. It serves electric energy primarily in Minas Gerais, Brazil. The stock trades at 12 times forward earnings, and pays a decent yield of 3.6%. Earnings the latest quarter ending March 31 were up 20% on a 15.1% rise in revenues.

Here's a contrarian stock for you: Gafisa S.A. (GFA), a developer of residential buildings including luxury residences. The company trades at 15 times forward earnings. Earnings for the latest quarter were down slightly, however, revenues were up 27%. Sporadic annual dividends have been paid during the last few years.

Telefonica Brasil, S.A. (VIV), the large Brazilian telecom company, pays a substantial yield of 4.4%, and dividends have usually been paid semi-annually for over 12 years. The stock trades at nine times forward earnings. Quarterly earnings were up an incredible 128.9% on an amazing 109.2% boost in revenues.

To see other Brazil stocks, almost all of which pay dividends, go the WallStreetNewsNetwork.com to access the list of Brazil stocks that can be downloaded, sorted, and updated.

Disclosure: Author didn't own any of the above at the time the article was written.

By Stockerblog.com

Why Brazil Stocks?

Last week, the rating agency, Standard & Poor's, downgraded the credit ratings for nine countries, France, Austria, Italy, Portugal, Spain, Cyprus, Malta, Slovakia and Slovenia. Yet just a couple months ago, S&P raised Brazil's foreign currency rating with little fanfare. According to John Chambers, S&P Managing Director Sovereign Ratings, "the upgrade of Brazil was supported by the current administration's growing track record of prudent macroeconomic policies, including fairly consistent primary surpluses of close to 3% of GDP."

From an economic standpoint, Brazil is the seventh largest country in the world based on GDP. The country is the world leader in renewable source energy, especially ethanol which it generates from sugarcane.

Fortunately for investors, there are plenty of Brazilian stocks that trade on the New York Stock Exchange and NASDAQ. Based on the free list of Brazil stocks at WallStreetNewsNetwork.com, twenty-five Brazilian stocks are available to US investors and almost all of them pay dividends.

One example is Braskem S.A. (BAK), the largest chemical company in South America. It makes and markets petrochemical and thermoplastic products. The stock trades at 15 times forward earnings and sports a very generous yield of 7.0%. Revenues for the latest reported quarter were up over 15%.

In the area of beverages, Companhia de Bebidas das Americas (ABV), also known as Ambev, makes and sells beer, soft drinks, malt, and other non-alcoholic and non-carbonated products. The stock has a forward price to earnings ratio of 20, and a yield of 4.3%. Revenues were up 6.6% for the latest quarter, although earnings were down 7%.

Gerdau S.A. (GGB), founded in 1901, manufactures and markets steel products. The stock trades at eight times forward earnings and offers investors a 2.9% yield. Latest quarter revenues were up 9.5%, with earnings up 31.9%.

Telefonica Brasil, S.A. ADS (VIV) is a fixed-line telecommunications company with a forward PE of 10, a yield of 1.4%. Quarterly earnings were up 105% on a 108% rise in revenues.

To see other dividend paying Brazil stocks, you can access a free list of Brazil stocks at WallStreetNewsNetwork.com, which can be downloaded, updated, and sorted.

Disclosure: Author did not own any of the above at the time the article was written.

By Stockerblog.com

Top Yielding Brazil Utility Stocks

Brazil is a very wealthy country, based on its commodity resources, its financial stability, and its people. Speaking of Brazilian people, did you happen to see how wealthy the Brazilian supermodel Gisele Bunchen is and her effect on the companies that she endorses? As a matter of fact, three of the top five wealthiest supermodels in the world, Gisele, Adriana Lima, and Alessandra Ambrosio, are all from Brazil. What is it about Brazil?

Is it because this country, the fifth largest in the world by both area and population, is ranked number seven out of all countries in terms of Gross Domestic Product? Is it because a substantial portion of its energy comes from renewable sources, primarily hydroelectricity and ethanol? Is it due to the huge oil reserves off its coast? Or maybe it is the jump in the literacy rate since 1980 from 75% to 90%? Maybe it is all of the above.

Brazilian utility stocks may be one option for investors looking for growth, income, and stability in terms of Brazilian investments. According to the free list of Brazil stocks at WallStreetNewsNetwork.com, there are half a dozen Brazilian utilities to choose from.

CPFL Energia S.A. (CPL) is the largest provider of electric generation and distribution in Brazil. It is also Brazil's third largest utility. The company, headquartered in Campinas, Sao Paulo, is composed of CPFL Brasil, CPFL Pirantininga, CPFL Paulista, CPFL Geracao and SEMESA.

The company has an installed generating capacity of over 2,300 megawatts. The consumer group revenues were approximately 31.4 percent from industrial customers, 19.6 percent from commercial customers, 37.3 percent from residential customers and 3.3 percent from rural customers, along with 8.4 percent from other customers.

The company also owns a couple dozen small hydroelectric generation facilities and one thermoelectric power plant. The stock has a forward price to earnings ratio of 10.1 and a hefty yield of 6.4%. Earnings for the latest quarter were up 7.1% on a 6.2% increase in revenues.

Companhia Energetica de Minas Gerais [CEMIG] (CIG) is one of the largest generator and distributor of power in Brazil. Also known as CEMIG, it has over 50 power plants in operation, with a generating capacity of 6,000 megawatts. The company also owns cable television and Internet and telecommunications services. Over half of the stock in CEMIG is owned by Minas Gerais, which his traded on the Bovespa and the New York Stock Exchange.

The power generation of the company is produced through 59 hydroelectric plants, three thermoelectric plants and four wind farms. Eight of the hydroelectric plants account for about 83 percent of the installed electric capacity of the company. The company also has over 30 substations, with around 100 transformers that have a transformation capacity of approximately 15,000 megavolts.

The company transmits both its own energy, and the energy that is purchased from Itaipu. The company has a dozen industrial consumers, who accounted for nearly 20 percent of the total volume of electricity the company sold. electricity to approximately 7.1 million end-consumers. The stock trades at 11.3 times forward earnings and pays a yield of 6.3%. Earnings for the latest quarter ending June 30 were up an outstanding 28.5% on an 11.3% revenue rise.

Companhia Paranaense de Energia [COPEL] (ELP), also known as COPEL, is an electric power company that specializes in the business of transmission, distribution and generation of electric power in Brazil’s Parana state. The company also provides telecommunication and information technology services through services it has developed with various partnerships. The company has over 17 hydroelectric plants and one thermoelectric plant.

The company is made up of five subsidiaries, Copel Geracao, Copel Transmissao, Copel Distribuicao, Copel Telecomunicacacaes and Copel Participacaes. The system relies on 12 substations, several of which are remote-operated. The stock has a forward P/E ratio of 8.7 and a yield of 1%.

To see other high yield Brazilian utilities and other dividend paying Brazil stocks, you can access a free list of Brazil stocks at WallStreetNewsNetwork.com, which can be downloaded, updated, and sorted.

Disclosure: Author did not own any of the above at the time the article was written.

By Stockerblog.com

High Yield Brazil Utility Stocks

Brazil's economy grew at a rate of 7% last year, partially due to significant exports to China. Even Goldman Sachs is expanding its staffing in Brazil by 20%. Investors looking for growth and stability in Brazilian investments should take a closer look at Brazilian utility stocks, all of which appear on the Brazil stock list at WallStreetNewsNetwork.com.

CPFL Energia S.A. (CPL) is one of the largest companies that provides electric generation and distribution in Brazil is CPFL Energia. The company is composed of CPFL Brasil, CPFL Pirantininga, CPFL Paulista, CPFL Geracao and SEMESA.
The company is headquartered in Campinas, Sao Paulo, and is one of the top 50 largest Brazilian company in terms of sales.
The company has an installed generating capacity of 2,309 megawatts. In total, the consumer group revenues were approximately 31.4 percent from industrial customers, 19.6 percent from commercial customers, 37.3 percent from residential customers and 3.3 percent from rural customers, along with 8.4 percent from other customers.
The company also owns a couple dozen small hydroelectric generation facilities and one thermoelectric power plant.
The stock has a forward price to earnings ratio of 17.3 and a a yield of 4.4%.

Companhia de Saneamento Basico do Estado de Sao Paulo [SABESP] (SBS) is a utility company that operates out of Brazil, providing water and sewage services to residential, commercial and industrial customers in over 350 municipalities in Sao Paulo, including the City of Sao Paulo.
The services it provides are basic sanitation services, including abstraction, treatment, processing, distributing, and the collection and treatment of sewage.
The largest sector of revenue for the company is the Sao Paulo Metropolitan Regional and Regional Systems.
The company has over 15,000 employees.
In terms of water treatment, the company has approximately 200 treatment facilities, of which the eight largest in the Sao Paulo Metro Region accounts for 72 percent of all the water produced. All the water treated by the company receives fluoridation treatment.
The Sewage Treatment and Disposal aspect of the business collects about 63 percent of all the sewage collected in the State of Sao Paulo. After the water has been treated, it is discharged into inland waters and the Atlantic Ocean. Currently, Sabesp has over 400 sewage treatment facilities and eight ocean outfalls.
The stock has a forward P/E of 7.8 and a yield of 4%.

Companhia Energetica de Minas Gerais [CEMIG] (CIG) is the largest combined power generator and distributor in Brazil, Companhia Energetica de Minas Gerais, known as CEMIG, has over 50 power plants in operation, with a generating capacity of 6,000 megawatts. The company also owns cable television and internet and telecommunications services.
Over half of the stock in Cemig is owned by Minas Gerais, which his traded on the Bovespa and the New York Stock Exchange.
The power generation of the company is produced through 51 hydroelectric plants, four thermoelectric plants and one wind farm. Eight of the hydroelectric plants account for about 83 percent of the installed electric capacity of the company. The company also has over 30 substations, with around 100 transformers that have a transformation capacity of approximately 15,000 megavolts.
The company transmits both its own energy, and the energy that is purchased from Itaipu. The company has a dozen industrial consumers, who accounted for nearly 20 percent of the total volume of electricity the company sold.
The stock has a forward P/E of 12.3 and pays a yield of 5.3%.

Companhia Paranaense de Energia [COPEL] (ELP), also known as COPEL, is an electric power company that specializes in the business of transmission, distribution and generation of electric power in Brazil’s Parana state. The company also provides telecommunication and information technology services through services it has developed with various partnerships. The company has over 15 hydroelectric plants and one thermoelectric plant.
The company is made up of five subsidiaries, Copel Geracao, Copel Transmissao, Copel Distribuicao, Copel Telecomunicacacaes and Copel Participacaes.
The generation sector of the company is done through 18 power plants. The system relies on 12 substations, 11 of which are remote-operated.
The stock has a forward P/E of 11.6 and a yield of 0.7%.

A free list of Brazil stocks can be found at WallStreetNewsNetwork.com, which can be downloaded, updated, and sorted. Also, don't forget to check out the articles on other Brazil industries, including Brazil Telecommunications Stocks and Brazil Financial Stocks.

Disclosure: Author did not own any of the above at the time the article was written.

By Stockerblog.com

Top Yielding Brazil Telecom Stocks

Are Brazilian stocks worth calling on? The growth in the number of cellular phones has increased by more than 17% in the last year, according to Teleco. Brazil has several telecom companies which are publicly traded, most of which trade on the New York Stock Exchange. According to the free list of Brazil stocks at WallStreetNewsNetwork.com, there are almost half a dozen Brazilian telecom companies that pay yields in excess of 1.5%.

Oi (TNE), based in Rio De Janeiro, was formerly called Telemar, but is also still called Telemar Norte Leste S.A., is the largest landline telephone company in Brazil and the second biggest in Latin America, behind Mexican América Móvil (AMX), based on both the number of lines in service and on revenues.
The company has over 22 million land lines, more than 31 million wireless customers, 4 million ADSL subscribers and approximately 44,000 employees. Oi is Portuguese for "Hi". The stock has a forward P/E of 8.4 with a fairly generous yield of 3.2%.

Brasil Telecom S.A. (BTM) is one of the major telecommunications companies in Brazil is Brasil Telecom, which is headquartered out of Brasilia. It is one of only three land-line companies in Brazil since the break-up of Telebras. The company was originally called Tele Centro Sul, and its service covers Acre, Rondonia, Goias, Tocantins, Mato Grosso, Mato Grosso do Sul, Parana, Santa Catarina, Rio Grande do Sul and the Brazilian Federal District. The company currently has over 20,000 employees.
Brasil Telecom provides a vast number of services to its subscribers, including local services, installation, monthly subscriptions, public telephones, supplemented local services, long-distance services, intrastate services, international long-distance, internet, multimedia, data transmission and wireless services.
The stock trades at five times forward earnings and generates a yield of 1.9%.

Net Servios de Comunicao (NETC), also known as Net S.A., is the largest cable television provider in Latin America, having over 23.5 million subscribers. In addition to the television service, the company offers broadband internet services, with 12.6 million, as well as telephone over cable under the Net Fone via Embratel name, with 2.3 million subscribers.
In 2006, the company began to work with Embratel, to begin the process of integrating Voice over IP technology to allow subscribers to make local, long-distance and international calls from any telephone.
The core of the company’s business is in the pay-television service, which includes cable and pay-per-view. This service is available in many cities in Brazil, including Sao Paulo, Rio de Janeiro, Belo Horizonte, Porto Alegre, Recife, Brasilia, Goiania, Curitiba and Florianopolis.
This service comes to customers in three major packages, digital, premium and advanced. The digital cable service provides high quality broadcasting and video-on-demand services.
The stock has a forward P/E of 8.5.

Telecomunicacoes de Sao Paulo S.A. (VIV), also known as Vivo Participações S.A. and Telesp, is a communications company that operates in the Sao Paulo State in Brazil. The company generates revenue in excess of $5 billion each year. The parent company for Telesp is Telefonica.
Telesp provides fixed-line telecommunication that include local services, measured service, public telephones, intraregional and international long-distance, multimedia services and network services that include interconnection and leasing of facilities.
The company also provides services that allow cellular service providers and other telecommunication companies to have the ability to use its network.
The local service of the company includes measuring service on all calls that originate or end in the local area. Also, Telesp has a telephone service concessionaire to offer local services to other states, including Sergipe, Espirito Santo, Rio Grande do Sul, Parana, Santa Catarina and parts of Rio de Janeiro. The company also provides local telephone services in Para, Amapa, Rondonia, Maranhao, Tocantins and Acre. The business employs over 77 million customers.
The stock has a P/E of 8.6 and based on the last two dividend payments, the stock yields about 10%.

TIM Participacoes S.A. (TSU), also known as TIM Brasil, is the only company in Brazil that offers cellular service throughout the country, TIM Participacoes, uses its subsidiaries, TIM Celular S.A. and TIM Nordeste S.A., to get cellular service across Brazil.
The company is also the largest Global System for Mobile communications operate in the country, in both terms of clients and revenues. Currently, the company has over 51 million customers.
TIM Participacoes is a wireless provider throughout Brazil, which uses a global system for its mobile communications technology. In four of the areas it covers, TIM offers time-division multiple access technology as well as GSM. The company also has value services that include text messaging, multimedia messaging services, Blackberry services, video call and wireless application protocol.
The company also provides interconnection services to fixed line and mobile providers.
The stock has a forward P/E of 15.4 and a yield of 2.6%.

For a free list of all the dividend paying Brazil stocks, which can be downloaded, sorted, and updated, go to WallStreetNewsNetwork.com.

Disclosure: Author did not own any of the above at the time the article was written.

By Stockerblog.com

Top Financial Stocks in Brazil

According to the International Monetary Fund and the World Bank, Brazil has the largest economy in Latin America, the world's eighth largest economy, and the seventh largest in purchasing power parity. Fortunately for US investors, there are plenty of Brazilian stocks that trade on the New York Stock Exchange. Brazilian financial stocks is a great way to invest in this country.

One popular way to invest in Brazilian stocks and have diversification, is through the Brazil exchange traded fund, iShares MSCI Brazil Index (EWZ), which invests 95% of its assets in stocks, including the financial companies, traded primarily on the Bolsa de Valores de So Paulo. The fund pays a yield of 3.3% based on last year's annual dividend payment and has a one year return of 22.9%.

WallStreetNewsNetwork.com has a list of over 25 Brazilian stocks, several of which are fnancals. One example is Banco Bradesco (BBD), which provides banking and financial services and products to individuals, companies and international corporations around the world. It is the largest insurance and pension provider in Brazil, based on insurance premiums, pensions plan contributions and income from saving plans. With a head office in Osasco, Banco Bradesco has been in existence for over 60 years and is considered the leader in Brazilian lending. Their private sector branch and service network is the largest in Brazil. The company as nearly 3,000 branches across the country and offers services which include Internet banking, insurance, pension plans, annuities, credit card services and free Internet access for customers. In addition to its branches in Brazil, the company has branches in New York, Grand Cayman and Nassau, Luxembourg, Buenos Aires, and Tokyo. The stock trades at 9.5 times forward earnings, and pays a yield of 0.6%.

Itau Unibanco Banco Holding SA (ITUB) is the result of the merger of Banco Itaú and Unibanco, which occurred on November 4, 2008, making it the largest bank in South America. The company also owns Investimentos Itau. The company has approximately 50,000 employees. Banco Itau provides a wide variety services including small business banking, credit cards, retail banking, asset management, and brokerage products. They have about 13 million customers. The stock has a forward price to earnings ratio of 9.5, and a yield of 0.4%.

Gafisa S.A. (GFA) is one way to participate in the Brazilian real estate market. It is one of the largest builders in Brazil, and does about 90% of its business in Sao Paulo and Rio de Janeiro. The stock has a forward P/E of 6.3.

For other Brazil stocks, a free list is available at WallStreetNewsNetwork.com, which can be downloaded, sorted, and updated.

Disclosure: Author did not own any of the above.

By Stockerblog.com

High Yield Brazil Stocks

The four BRIC countries are Brazil, Russia, India, and China, with Brazil being the leader of the group. Brazil is one of the largest countries in the world by both population and area and is the largest economy in Latin America. It is also the largest producer of ethanol in the world, which comes from sugarcane.

Fortunately, there are plenty of Brazilian stocks available to US investors. One source of information is the book I wrote a few years ago, Investing in Brazil Stocks: Get Rich from the South American Giant. Another resource is the free list of Brazil stocks at WallStreetNewsNetwork.com. Here are some from the list. Twenty of the stocks on the list pay dividends.

An example is Companhia Siderurgica Nacional (SID), the second largest Brazilian steel manufacturer. The company is participating in the growth in the rebuilding of infrastructure and the demand for steel. The stock pays a yield of 4.8% and trades at 12 times forward earnings.

Vale (VALE) is the second largest mining company in the world and the largest logistics operator in Brazil. The stock has a price to earnings ratio of 9, and a yield of 1.5%.

Companhia de Bebidas Das Americas (ABV) also known as AMBEV, is a distributor of beer, soft drinks, sport drinks, and bottled water. The stock has a PE ratio of 19.6 and provides a yield of 4.8%.

CPFL Energia S.A. (CPL) is one of the largest electrical utilities in Brazil with a PE of 15. The yield is 4.3% based on historical dividend payments.

To see a list of all Brazilian stocks that trade in the US, check out WallStreetNewsNetwork.com or the book Investing in Brazil Stocks.

Disclosure: Author did not own any of the above at the time the article was written. However, he wrote the above book.

By Stockerblog.com

Spotlight on a 7.9% Yield Brazil Stock

On Sunday, October 31, Dilma Rousseff was elected as Brazil's first woman president, causing Brazilian stocks to rise. In the last couple days since the election, Petrobras (PBR) was up 1.8% and the iShares MSCI Brazil Index (EWZ) ETF was up 2.8%. It is expected that Rousseff would follow the same policies as current President Luiz Inácio Lula da Silva.

Brazil has done extremely well over the last decade from an economic standpoint, with unemployment way down and per capital income way up, reduced poverty and an export boom. With a track record like this, investors are taking a close look, and income investors can find plenty of Brazil dividend payers that trade on the New York Stock Exchange, twenty according to WallStreetNewsNetwork.com.

CPFL Energia S.A. (CPL) is one example of a company that is participating in Brazil's growth. This Sao Paulo based electric utility has 6.6 million customers. The stock trades at 13.5 times forward earnings and pays a generous yield of 7.9%, payable semi-annually. The dividend payout was recently increased.

CPFL's dividend payouts of $905 million is well covered by the $1.58 billion cash flow. The stock has $5.70 in cash per share. The company earnings announcement will be held November 10, 2010. Even Jim Cramer likes the stock, who said on October 15, "I like CPFL Energia S.A. It's got a better yield. Let's just stick with quality."

To see all twenty of the dividend paying Brazil stocks, along with several of the non-dividend payers, go the WallStreetNewsNetwork.com. For more information about investing in Brazil, you might want to get the book, Investing in Brazil Stocks: Get Rich from the South American Giant (it was written by me a couple years ago).

Disclosure: The author did not own any of the above stocks at the time the article was written.

By Stockerblog.com

Just One ETF: Small-Cap Makes for a Brazilian Consumer Play

Guest article

Recently I finished an interview with SeekingAlpha's Jason Aycock on my single highest-conviction ETF position. Here's the text from that interview:

Which single asset class are you most bullish (or bearish) about in the coming year? What ETF position would you choose to best capture that?
The previous 12 months for the U.S. equity markets were modestly profitable, but in large part the rebound from March 2009 has tapered off substantially. The markets have regressed into a choppy pattern, which makes it the perfect environment for selective and active investment. At the same time, periods of uncertainty still loom across the globe, so individual business risks remain high. In my view, the active investor will find the optimal performance using targeted exchange-traded funds (ETFs) that focus on emerging markets.

The single asset class that I believe will outperform over the next 12 months is small-cap Brazil stocks, as represented in...

read the rest

by ETFTRADR

Let the Carnival Begin! Brazil ETF

Guest Article

Here is a market that we like a lot more than the US market. We really
like the way it is acting and it looks set to take out the highs that were
seen in December of 2009. If that is the case, then we could see this
market make all-time highs pretty quickly. You definitely want to have
this one on your radar screen.

In this new short video, I show you what I'm looking at and how we
showcased this market last week when we did our last webinar.

This market is still looking good and looking strong. Pay very close to
it this Friday because if it closes well, it should bode well for the
following week.

http://www.ino.com/info/624/CD3111/&dp=0&l=0&campaignid=3

As always our videos are free to watch and there is no need for
registration.

All the best,

Adam Hewison
President of INO.com
Co-founder of MarketClub

Top Brazil Stocks

Of the four BRIC countries, Brazil seems to be the country that is in the strongest shape and has the greatest potential, over Russia, India, and China. Here are some facts about Brazil:

1. Brazil is the fifth largest country in the world by both population and area

2. It has the ninth highest gross domestic product on a purchasing power parity basis, according to the International Monetary Fund.

3. It has the world's eighth largest economy at market exchange rates.

4. It is the largest economy in Latin America.

5. It is the largest producer of ethanol in the world, which comes from sugarcane.

6. The country's major exports include aircraft, automobiles, ethanol, electrical equipment, textiles, footwear, iron ore, steel, coffee, orange juice, soybeans and corned beef.

7. It is the world's tenth largest energy consumer.

8. Brazil is a major producer of energy from renewable sources, primarily hydroelectricity and ethanol.

So what Brazilian stocks should you invest in? One resource is the book I wrote Investing in Brazil Stocks: Get Rich from the South American Giant. Another way is to check out the list of Brazil stocks at WallStreetNewsNetwork.com. Here are some from the list.

If you are looking for a petrochemical company, there is Braskem S.A. (BAK), the largest thermoplastics producer in Brazil. The stock has a PE of 9 and a forward PE of 19.

With growth in the rebuilding of infrastructure, the demand for steel should increase, and should benefit Companhia Siderurgica Nacional (SID), the second largest Brazilian steel manufacturer. The stock has a PE of 16, a forward PE of 8, and a yield, based on historical payments, of 7%.

VAle (VALE) is the second largest mining company in the world and the largest logistics operator in Brazil. The stock has a PE of 26, a forward PE of 7, and a yield of 1.6%.

Banco Itau Holding Financeira S.A. (ITUB) is the second largest bank in Brazil, and also owns the investment company, Investimentos Itau. The stock has a PE of 16, and a forward PE of 12. It pays a small yield of 0.4%.

If you like beer, you'll love Companhia de Bebidas Das Americas (ABV) also known as AMBEV, which distributes beer, soft drinks sport drinks, and bottled water. The stock has a forward PE of 17.

CPFL Energia S.A. (CPL) is one of the largest electrical utilities in Brazil with a PE of 14, and a forward PE of 12. The yield is 6.7% based on historical dividend payments.

To see a list of all Brazilian stocks that trade in the US, check outWallStreetNewsNetwork.com or the book Investing in Brazil Stocks.

Author does not own any of the above. However, he wrote the above book.

By Stockerblog.com