June 8, 2018 @ 1:10 pm | ARCO, Breaking News, Jubak Picks Portfolio, Sell |
Back when emerging markets started to break down, I sold my positions in Argentina. Then it looked like the damage might be limited to that country. Not though it’s clear that the whole sector is under pressure and that investors trying to avoid the next...
September 20, 2017 @ 6:12 pm | ARCO, Breaking News, Buy, Jubak Picks Portfolio |
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...