When analyzing a sector to invest in, like I am currently doing, it is always good to go through a list of stocks to get a better feeling about what is going on.
Therefore, I just looked at 15 Brazilian stocks (EWZ) listed on the NYSE. My list includes big companies like AMBEV (ABEV) but also three recent IPOs that took advantage of the positive environment emerging markets enjoyed in the second part of 2017 (Estre Ambiental (ESTRE), Netshoes (NETS) and Nexa Resources (NEXA)). The full list of the stocks discussed is the following:
AMBEV S.A. (ABEV)
BRF S.A. (NYSE: BRFS)
COMPANHIA SIDERURGICA NACIONAL (SID)
COSAN LIMITED (CZZ)
ESTRE AMBIENTAL (ESTR)
FIBRIA CELULOSE (FBR)
GOL LINHAS (GOL)
NEXA RESOURCES (NEXA)
Enjoy the video, I’m sure you’ll get a good feeling about the investing environment in Brazil. We discuss valuations, value, risks and the key investing factors to watch when contemplating opening a position in the above businesses.