Opinions
Rick Stuchberry
Companhia de Bebidas das Amer.
ABVN-MM
PAST TOP PICK
Oct 22, 2013
$40.120
Stock price when the opinion was issued
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COMMENT
He expects there will be a dividend increase amongst all the brewers. With so much consolidation going on in industry, there isn't a whole lot more to buy of each other. He prefers Coca-Cola Femsa (KOF-N), which has doubled the dividend in the last 2 years. This company should follow in their footsteps as the demographic growth is there.
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Brazilian market is a great one. Demographically it’s a lot younger than Canadian and European markets and young people drink more beer than old people. Controls about 70% of the Brazilian market. Very big in Latin America. Own Labatt’s in Canada. Strong dividend of about 4.5%-5% with growth of 10%-12%. You have both World Cup and Olympics in Brazil in the next 4-5 years.
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(A Top Pick May 2/13. Up 1.95%) A beer play in Brazil. Brazilian elections are coming. If there is a change, good things could happen. This is a star performer, and has a great yield. Demographics are good in Brazil. They have a younger population, and young people drink more beer than older people. Has plenty of potential to go up and has a nice yield.
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(Top Pick Jul 05/12, Up 8.16%) He has been adding on weakness (<$40). Beer stocks are slow growers because of demographics. But they are also soft drinks and the world cup is coming up. Generous on payouts and grow at 10%.