August 24, 2022 | Daily JAM, NTCO |
I don’t think I’ve ever even imagined writing a line like this: Wait to buy Brazil’s Natura & Co.(NTCO) until after we know that Brazil’s right-wing president won’t stage a coup to prevent an election loss.
February 3, 2021 | Daily JAM, Long Term, Millennial, NTCO, Top 50 Stocks |
It’s hard being a long-term contrarian investor in a short term market dominated by momentum trading. But I think the rewards from that discipline will be substantial–if an investor has a long enough time horizon to wait out short-term negative trends.
Today, I’m adding Natura & Company Holding (NTCO) to my Millennial Portfolio.
April 24, 2020 | Daily JAM, EWZ |
As of the close on April 24, the iShares MSCI Brazil Capped ETF (EWZ) was down 7.71% today t0 $22.15. Brazil is facing an intertwined crisis as a president who has called the coronavirus pandemic a "fantasy" also struggles with a political crisis that threatens his...
April 6, 2020 | Daily JAM, EWZ, Volatility, You Might Have Missed |
I understand why U.S. and European stocks are up so strongly today on news that the rate of new infections is dropping in Spain and Italy and that New York looks to be on a similar path with a possible peak in coronavirus cases sometime in the next week to 10 days....
April 3, 2020 | Daily JAM, Stock Alerts |
When I sold Commonwealth Bank of Australia (CMWAY) a few moments ago I wrote "I've only got a small bit of exposure to the global banking system and, frankly, I think it's past time to get rid of even that exposure. We're in one of those banking sector moments where...
October 10, 2019 | Daily JAM, NATU3, Stock Alerts |
I don't want to give the impression that my list of picks in my Special Report 10 Long -term Picks for a Short-term Market is limited to just technology stocks. It's just that using indictors such as R&D spending makes it easier to find technology stocks with...
June 11, 2019 | Daily JAM, Mid Term, VALE, Volatility, You Might Have Missed |
There are so many currents and counter currents in this market that it makes New York's historically turbulent tidal estuary Spuyten Duyvil look like the turtle pond at 104th Street in Central Park near my house. For example, today, while the general market worried (a...
January 24, 2018 | Daily JAM, EWZS, Stock Alerts |
Just in case you had any doubt, the Brazilian stock market isn't a fan of former President Luiz Inacio Lula da Silva. Brazilian stocks rallied big today when a three judge panel voted unanimously to uphold the corruption conviction against the country's president from...
October 10, 2017 | Daily JAM, EWZS, Stock Alerts |
The political turmoil is by no means over and with embattled President Michel Temer facing another vote in Congress over whether he will stand trial for corruption, there's likely to be at least one more round of fiscally irresponsible vote-buying outlays by the...
September 20, 2017 | ARCO, Daily JAM, Stock Alerts |
Arco Dorados Holdings (ARCO) is a twofer. The New York traded ADRs of the largest operator of McDonald's (MCD) franchises in the world, is soaring on the recovery in its two biggest markets Brazil and Argentina. The ADRs are up 76.7% in 2017 as of the close on...
June 29, 2017 | Daily JAM, Uncategorized |
To subscribe to JAM you need to fill in some details below including, ahem, some info on how you'll pay us. A subscription is $199 (although if you're subscribing with one of our special offers it will be lower) for a year for ongoing and continuing access to the...
June 29, 2017 | Daily JAM, Stock Alerts, VALE |
To subscribe to JAM you need to fill in some details below including, ahem, some info on how you'll pay us. A subscription is $199 (although if you're subscribing with one of our special offers it will be lower) for a year for ongoing and continuing access to the...
