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Are China and Brazil about to tank emerging markets? Celebrate 20 years of Jubak Picks and sign up for your 30-days of free access to read today’s take on rising risk

When to profit from Brazil? What to do about OPEC next week? Use my free 30-day offer on my $199 JubakAM.com site (celebrating 20 years of Jubak Picks) to follow these profit opportunities this weekend

JubakAm.com doesn’t go quiet on most weekends. And this weekend is no exception. I’ll have posts on Saturday and Sunday about how to profit (and when to buy) from the turmoil in Brazil and how to position your oil holdings and portfolio ahead of next...

Sell Embraer (ERJ)

Doing some catch up on this stock. I dropped Embraer (ERJ) from the Jubak Picks 50 long-term portfolio (see my post https://jubakpicks.com/2011/01/18/6215/ ) on January 18, but this is the first time I’ve had an opportunity to explain why in detail or to actually...

Sell Branco Bradesco (BBD)

This is a very tough call. If I owned more than one Brazilian bank stock, I might not sell Banco Bradesco (BBD) out of Jubak’s Picks today—but I don’t. If I had less exposure to Brazilian stocks in my Jubak’s Picks portfolio, I might not sell Banco Bradesco—but I own...

Buy Banco Bradesco (BBD)

At the beginning of November I wrote that I’d recommend buying Banco Bradesco (BBD), Brazil’s second or third largest bank (depending on what you measure) if the bank’s New-York-traded ADRs fell to $20. Well, they just about got there yesterday, November 16, closing...

Go domestic with your international stocks

At the end of October China’s Communist Party formally endorsed the country’s new12th five-year economic plan. For 2011-2015 the plan envisions changing China from the world’s factory to the world’s market. During this period, China’s leaders intend to change the...

Buy Cosan (CZZ)

Sugar prices, which had been at a 30-year high at the beginning of this week, went through their biggest sell-off in 30 years on Thursday, November 11. That gives us a chance to pick up shares of Cosan (CZZ), Brazil’s big sugar processor and ethanol producer on...

Update Ambev (ABV)

Every quarter I think that the run in shares of AmBev (ABV) might be over. After all the stock is up 42% in 2010 as of November 8. But then the company does something to surprise me. And I decide that it’s worth staying on board. This time, the company said on...

Update Vale (VALE)

Looking for a big shareholder friendly Brazilian commodities play? I’d look right past Petrobras (PBR) where the Brazilian government took a bigger stake in the company (48%) after the company’s $67 billion share offering last week to Vale (VALE), the country’s big...

Buy Gerdau (GGB)

Brazilian steel maker Gerdau (ADR: GGB) is on the march in the U.S. steel market and back home in Brazil. In the United States:  in August, the company acquired the remainder of the shares of its 66% owned U.S. subsidiary Gerdau Ameristeel. That gives Gerdau a wholly...

Update AmBev (ABV)

Shares of AmBev (ABV), the dominant beer maker in Brazil (69% market share), Argentina (76%), Bolivia (97%), Paraguay (96%), and Uruguay (97%), have been on a roll since the stock moved above its 50-day moving average on August 16. Shares are up 14% since August 13....