Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Strategies & Market Trends : Telebras (TBH) & Brazil -- Ignore unavailable to you. Want to Upgrade?

To: Weekapaug who wrote (464)	12/1/1997 3:33:00 AM
From: Uncle Mikey	Read Replies (1) \| Respond to of 22640

Another good latin american play, for those looking for a Latin American play ... might be Panamerican Beverages (PB). PB is the second largest Coke bottler in the world, with coke and beer operations in Mexico, Brazil, Venezuela, Costa Rica, and a few other LA countries. The company has grown 20% annually for about 20 years. I am somewhat familiar with Latin America and my strategy in picking stocks like TBR, Cifra and PB is to find companies very early in their growth phase, in relation to similar US companies, and hold on to them as Latin America grows. Cifra is the Wal-Mart of Mexico, TBR is the best telco play in a country that will see tremendous telco growth over the next 10 years, and PB is the best positioned bottler to sell coke, other coke products, AND BEER, to all those millions of people.

To: Weekapaug who wrote (464)	12/1/1997 11:54:00 AM
From: Steve Fancy	Read Replies (5) \| Respond to of 22640

Ken, the stock is taking a breather. I've been following TBR by the minute for almost 4 months now...it has never held a small trading range for more than a week or so. It's gonna move...the question is which way. Think about the BNDS put selling. Does anyone know exactly who BNDS is? I believe one of the big banks over there. Think about that. 300 million in FEB or MAR 120 puts if I understand correctly. These folks were confident. Interestingly, I wasn't showing any FEB or MAR options as of last night so they must have been sold on a Brazilian exchange? The JAN 120 put was selling for 18 3/8 - 19 5/8 and the APR were 21 3/8 - 22 5/8. Probably easy money, but I'd have to ignore my rules...this always seems to get me into trouble. Thinking of selling more CPQ's, maybe 60's if the stock pulls back. I've gotta get serious researching some of these co's that Uncle Mike is posting also. It would stand to reason that as TBR comes back, many other undervalued Brazilian stocks will pop also. sf