AMBEV
Industry: Beer
Defensiveness: Very defensive
Accessible listing: NYSE
Concentration Risk: Low: Business in South and Central America + Canada
Growth: Generally good growth
Link: http://ri.ambev.com.br/en/
Quick note: Good defensive stock. Good Management. Results very dependent on currencies.
COSAN
Industry: Agriculture and Energy holding company
Defensiveness: Moderately defensive
Accessible listing: NYSE
Concentration Risk: Low: Business is nearly all in Brazil but they have earnings based on Sugar, Ethanol and Agriculture prices, as well as some pure Reals earnings.
Growth: Generally excellent growth with acquisition and integration of assets to their platform.
Link: cosan.com.br
Quick note: A great holding company, Dare I say, can compete with Berkshire on management quality.
VIVO
Industry: Telecoms
Defensiveness: Moderately defensive
Accessible listing: NYSE
Concentration Risk: High: Business is all in Brazil.
Growth: No growth on Mobile but growth in Fiber
Link: http://ri.telefonica.com.br/en
Quick note: A good asset at the right price.
PETROBRAS
Industry: Oil
Defensiveness: Average
Accessible listing: NYSE
Concentration Risk: Low: depends on global oil prices
Growth: Moderate growth in production
Link: https://www.investidorpetrobras.com.br/en/
Quick note: A good asset at the right price.