Gafisa SA (NYSE: GFA) has a PEG ratio of 0.25. Gafisa's trailing-twelve-month revenue is $1.94 billion.

Meritage Homes (NYSE: MTH) has a PEG ratio of 0.37. Meritage Homes' trailing-twelve-month

Remembering that value traps do share something

The Mexican government in the 1990s enacted laws to promote the expansion, development and modernization of that nation's airport infrastructure by encouraging investment and competition.

Today, shares of three Mexican airport management firms are available to U.S. investors.

Grupo Aeroportuario del Sureste SAB de CV (NYSE:ASR) managed nine airports in Mexico’s southeast municipalities of Cancun, Cozumel, Merida, Huatulco, Oaxaca, Veracruz, Villahermosa, Tapachula and Minatitlan. In addition to management of facilities used by airlines and passengers, ASR also derives revenue from non-aeronautical activities such as the leasing of space to restaurants, retailers and service providers.

Grupo Aeroportuario del Pacifico SAB de CV (NYSE:PAC) manages 12 airports serving metropolitan Guadalajara and Tijuana in addition to tourist destinations Puerto Vallarta, Los Cabos, La Paz and Manzanillo and a number of mid-sized cities In the most recent year the firm’s airports handled approximately 28.2 million terminal passengers, including many on international flights.

Grupo Aeroportuario del Centro Norte SAB de CV(NASD:OMAB) participates in the operation and management of 13 airports located in nine states in the Central and northern regions of Mexico that include Acapulco, Ciudad Juarez, Culiacan, Chihuahua, Durango, Mazatlan, Monterrey, Reynosa,San Luis Potosi, Tampico, Torreon, Zacatecas and Zihuatanejo. In addition, the firm helps manage a five-star hotel and approximately 5,000 square meters of commercial space inside Terminal 2 of Mexico City International Airport.

To find out which of these is in our portfolios, check out the attached weekly update and ...

Happy trading this week!

Rudy

Top stocks mentioned this week include:
• Banco Bilbao Vizcaya Argentaria, S.A. (NYSE:BBVA) +5.3%
• Sociedad Quimica y Minera de Chile SA (NYSE:SQM) +3.7%
• Gafisa S.A.(NYSE:GFA) +3.3%
• Repsol YPF, S.A. (NYSE:REPYY) +3.1%
• Data date: 8/31/12

read more

Here is the weekly update for August 27th if you have not already downloaded it.

read more

We’ve got a number of plays on the table designed to get you positioned for profits in such emerging sectors as wireless communications (through America Movil), beverage consumption (Anheuser-Busch InBev), airlines (Copa Holdings and LATAM Airlines) and e-commerce (MercadoLibre). And today I’ve got another opportunity for you to capitalize on ...

The telecommunications services industry in Mexico, traditionally considered monopolistic, has been loosening up. The wireless, fixed-line telephony, broadcast and satellite TV markets are now open to broader competition. Business conflicts and alliances are coming and going in a manner that would political operatives to shame.

Yet for some the system is still too rigid. Recent rallies about the influence of media in Mexico's elections have served as a platform for opposition to the new government to vent their frustrations. This resistance may also provide a window for purchasing some telecommunications and media stocks at discounts.

Read more why this business is still attractive for investing in the attached weekly update and ...

check out the site for more information on the best performers last week including: GFA, BMA, GOL, ARCO and TEO.

Happy trading this week!

Rudy

Stocks mentioned:
• Gafisa S.A.(NYSE:GFA) +26.8%
• Banco Macro SA (NYSE:BMA) +19.2%
• GOL Linhas Aereas Inteligentes S.A (NYSE:GOL) +16.6%
• Arcos Dorados Holdings Inc. (NYSE:ARCO) +10.1%
• Telecom Argentina SA (NYSE:TEO) +8.2%
• Data date: 8/10/12

read more

Here is the weekly update for August 6th if you have not already downloaded it.

So how have Brazil stocks been performing? Terrible! During the last year, even though the S&P 500 was up a couple percent, the iShares MSCI Brazil Index ETF (EWZ) took a dive, tanking about 28%. If you think it's time for a rebound, there are about 25 Brazil companies that trade in the United States, according to the free Brazil stocks list at WallStreetNewsNetwork.com. More than half of the companies have yields in excess of 3%.

Cia Energetica de Minas Gerais (CIG) is one example. It serves electric energy primarily in Minas Gerais, Brazil. The stock trades at 12 times forward earnings, and pays a decent yield of 3.6%. Earnings the latest quarter ending March 31 were up 20% on a 15.1% rise in revenues.

Here's a contrarian stock for you: Gafisa S.A. (GFA), a developer of residential buildings including luxury residences. The company trades at 15 times forward earnings. Earnings for the latest quarter were down slightly, however, revenues were up 27%. Sporadic annual dividends have been paid during the last few years.

Telefonica Brasil, S.A. (VIV), the large Brazilian telecom company, pays a substantial yield of 4.4%, and dividends have usually been paid semi-annually for over 12 years. The stock trades at nine times forward earnings. Quarterly earnings were up an incredible 128.9% on an amazing 109.2% boost in revenues.

To see other Brazil stocks, almost all of which pay dividends, go the WallStreetNewsNetwork.com to access the list of Brazil stocks that can be downloaded, sorted, and updated.

Disclosure: Author didn't own any of the above at the time the article was written.

By Stockerblog.com

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Investing Update | February 6, 2012

You can enjoy salsa music even if you live in Denmark. Similarly, a company can be identified as Latin American even if its headquarters happens to be well outside the region.

In fact you can also enjoy substantial investment gains too from globally-focused stocks. Cemex, our top pick in this newsletter is up over 100% since being recommended and is a prime example of how emerging market companies can be based anywhere.

Our emerging market coverage list includes some firms domiciled in Europe, Australia, Canada and the United States whose fortunes are tied in varying degrees to the economies of Latin America. For example, consider our first pick here - a company that benefits from Brazil's role as the world's largest exporter of sugar and its huge need for fertilizer imports.

It's Bunge Ltd. (NYSE:BG), domiciled in White Plains, NY, the international agribusiness giant with sugar, bioenergy and fertilizer operations. The firm either owns or controls sugarcane plantations, mills and ethanol plants throughout Brazil. In addition, nitrogen fertilizers Bunge produces in Argentina are distributed throughout Latin America. Even though long-term earnings per share growth is estimated at 10% annually to follow up on the firm’s most recent five-year EPS compound growth of 27%, its shares have been changing hands at only a fraction more than (price/earnings ratio divided by EPS growth—with ratios less than one considered desirable) stands at less than 1.0. The shares of the $8.4 billion market cap firm have recently been priced at only 77% of book value.

For more emerging growth stock trading ideas like this one, download the attached update and ...

Happy trading!

Rudy

The highest gaining stocks in the week included:
• Cemex SAB de C.V. (NYSE:CX) +22%
[This represents over a 100% rise in this stock since we recommended it for LSI subscribers !!]
• Gafisa S.A.(NYSE:GFA) +15%
• NII Holdings Inc.(NasdaqGS: NIHD) +12%

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Weekly Update | November 28, 2011

Now that President Cristina Fernandez de Kirchner has been safely re-elected, Argentina’s government has taken some steps to unwind the massive economic stimulation effort that it has credited with keeping that nation’s economy afloat in recent years. But questions have risen about how serious the efforts will be and whether they can get the nation’s business sector back on track.

Read more in the attached weekly update and ...

the best performing stocks this week included: OMAB,BVN,GFA,BRFS,CBD

Happy trading this week!

Rudy

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Weekly Update | August 12, 2011

Stock markets worldwide have suffered bone-shattering volatility since my Aug. 4 Trading Alert. But those who followed my advice on “Buying Income Stocks” might be able to get a bit more sleep at night than most other investors.

In these times of violently thrashing markets, a portfolio of stocks paying regular dividends represents an oasis of certainty in a market that seems perpetually on the edge of catastrophe. In the Portfolio at a Glance section at the end of this week’s update, you will find major changes in the LSI Model Dividend Stock Portfolio. While the values of the individual holdings, such as airport operator OMA (NasdaqNM:OMAB) are sure to fluctuate, the group is virtually certain to generate a steady, dependable stream of income.

Why target Latin America in assembling a stable of income stocks? Two points from my Aug. 4 Trading Alert are worth recounting.

First, I noted that the Latin American stock markets and currencies are likely to do better than those in the United States and developed economies. “Basically, the world is growing on two tracks, the old world order including the U.S. versus the newly emerging markets which are growing twice as fast,” I wrote.

Secondly, I underscored what I have stressed many times before that investors shouldn’t view Latin America merely as a exporter of goods, agricultural commodities and raw materials to the “developed” industrial world. The region’s rapidly expanding middle classes are spurring huge gains in internal consumption of an array of home-grown products and services.

Read more in the attached weekly update and ...

Happy trading this week!

Rudy

The market-leading stocks during this volatile week in Latin America included:

• Goldcorp, Inc. (NYSE:GG) +10.9%
• Embotelladora Andina (NYSE:AKO-A) +7.8%
• Gafisa S.A.(NYSE:GFA) +7.7%
• Grupo Aeroportuario del Centro Norte, S.A.B. de C.V. (NasdaqNM:OMAB) +6.4%
• Grupo Simec, S.A. de C.V. (AMEX:SIM) +6.3%

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