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5 Ways to Beat the Fed (and Crush Inflation)

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Buy, Sell or Hold: Dump Petroleo Brasileiro S.A.(NYSE ADR: PBR) Before Its Stock Gets Drilled
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    Buy, Sell or Hold: Dump Petroleo Brasileiro S.A.(NYSE ADR: PBR) Before Its Stock Gets Drilled

    By Jack Barnes, Global Macro Trends Specialist, Money Morning - January 24, 2012

    To continue reading, please click here...

Article Index

  • Buy, Sell or Hold: Dump Petroleo Brasileiro S.A.(NYSE ADR: PBR) Before Its Stock Gets Drilled
  • Petrobras Sets Long-Term Financing Plan by Selling $42.5 Billion of Stock to Government
  • High Oil Prices: Four Ways to Profit From the Looming Zoom
  • Six Ways to Profit as Brazil's Economy Takes Off
  • Buy, Sell or Hold: Buying Into Brazil by Betting on Vale (NYSE: VALE)
  • How to Profit From the Oil-Price Spike of 2010
  • Investment News Briefs
  • Investment News Briefs
  • The World's Most Exciting Market - Until They Spoiled it
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Buy, Sell or Hold: Dump Petroleo Brasileiro S.A.(NYSE ADR: PBR) Before Its Stock Gets Drilled

By Jack Barnes, Global Macro Trends Specialist, Money Morning - January 24, 2012

At first glance, Petroleo Brasileiro S.A. (NYSE ADR: PBR), or Petrobras, looks like a quality investment...

But looks can be deceiving - and in the case of Petrobras, surface-level success is hiding some serious blemishes.

No doubt, Petrobras is one of the top five major energy companies in the world. And the offshore discoveries made off the coast of Brazil over the past few years have been remarkable.

However, these reserves, while large, present problems of their own. The oil they hold will be costly and difficult to extract, and legal red tape and government interference are further complicating matters.

Additionally, new sources of shale oil are proving more reliable and convenient than such precarious deepwater drilling operations

So it's time to sell Petroleo Brasileiro S.A. (NYSE ADR: PBR) (**), before the only thing getting drilled is its stock.

Into the Deep

Deepwater drilling is hard enough to begin with. Imagine what it takes to force high-pressure/high-heat fluids into chilled production equipment sitting on the ocean floor.

That's no easy task. And in Brazil's case, it's made even more challenging by a thick layer of salt sitting above the oil.

The Carioca field, for instance, is 170 miles offshore, more than 6,000 feet below the surface of the water, and trapped beneath a shelf of salt 500 miles long and 125 miles wide.

The trouble is, it's beyond both Brazil's and Petrobras' capacity to fully fund or provide the level of drilling expertise to carry out these projects. So they must rely on international experts and new, unproven technology to make these deepwater fields productive.

This is a risky strategy - not to mention an expensive one.

The first wells drilled in the exploration cost as much as $100 million each. Petrobras' development plans for 2011-2015 include $224 billion in total investments to fund 688 projects.

Legal Minefield

As if these headaches weren't enough, Petrobras was thrown another curveball in December.



To continue reading, please click here...

Petrobras Sets Long-Term Financing Plan by Selling $42.5 Billion of Stock to Government

By Don Miller, Contributing Writer, Money Morning - September 2, 2010

Petroleo Brasileiro SA (NYSE ADR: PBR), the Brazilian national oil company better known as Petrobras, announced Wednesday that it had agreed to issue $42.5 billion in new stock to the Brazilian government to obtain the rights to five billion barrels of oil in offshore fields.

Petrobras will pay an average of $8.51 a barrel for the oil after almost two weeks of negotiations with the government, according to a regulatory filing. More than half the oil will come from the Franco field in the offshore Santos Basin, the company said.

Even though the company paid what is seen by many analysts as a premium for the rights, the deal is the linchpin for the Latin American oil giant's long-term financing plans.

Read More…

High Oil Prices: Four Ways to Profit From the Looming Zoom

By William Patalon III, Executive Editor, Money Morning - May 5, 2010

Let's face it: Over the long haul, oil prices are headed higher -probably much higher. For U.S. consumers, high oil prices will represent a major challenge. For investors, however, those same high oil prices could stand as the profit opportunity of a lifetime. Read this report from Money Morning Executive Editor William Patalon III, and find out how high oil prices could shoot your portfolio to new highs.

Read More…

Six Ways to Profit as Brazil's Economy Takes Off

By Martin Hutchinson, Global Investing Specialist, Money Morning - March 5, 2010

In many ways, Brazil offers some of the best prospects among emerging markets and deserves to be a core holding in any international portfolio.

Brazil's economy had only a shallow recession and is now recovering nicely. Its market has been one of the best performing since Dec. 31, 2008, and both inflation and the budget deficit remain under control.

Yet one can be only moderately bullish - and I'll explain why.



To find out how to profit from Brazil's bullish prospects, read on...

Buy, Sell or Hold: Buying Into Brazil by Betting on Vale (NYSE: VALE)

By Horacio R. Marquez, Contributing Editor, Money Morning - February 16, 2010

On Oct. 27, 2008, I strongly recommended that Money Morning readers invest in the Brazilian stock market through the iShares MSCI Brazil Index Fund (NYSE: EWZ).

It was a momentous decision. The U.S. economy and the global financial system seemed to be coming to a precipitous end.

The day before Money Morning published my lengthy analysis and recommendation, The New York Times published an editorial by the newly anointed economics Nobel laureate Paul Krugman, entitled "The Widening Gyre." Krugman in that editorial criticized those of us who believed emerging economies would decouple from the financial melee that was wrought by the over-leveraged and imbalanced developed economies.

"The really shocking thing, however, is the way the crisis is spreading to emerging markets - countries like Russia, Korea and Brazil," he wrote. And he derided the notion of "the supposed ability of emerging market economies to keep growing even if the United States fell into recession.... Now the emerging markets are in big trouble."

Read More…

How to Profit From the Oil-Price Spike of 2010

By Jason Simpkins, Managing Editor, Money Morning - December 22, 2009

Oil prices staged a remarkable rally this year on the back of a weak dollar and a nascent economic recovery. In 2010, it's likely that these same factors will combine with an increase in global energy demand to push oil prices back up over $100 a barrel.

With stockpiles still high and energy demand rebounding sluggishly, most forecasts are calling for the "black gold" to edge up into the low-triple-digit price range. That's 40% higher than where oil is trading right now - but is still well below the record high of nearly $150 a barrel that was established in 2008.

Money Morning Chief Investment Strategist Keith Fitz-Gerald is even more bullish. He believes that a price of $100 a barrel is "easily attainable" and says that some sort of unforeseen market shock could cause crude oil to spike as high as $150 barrel by the end of 2010.

Read More…

Investment News Briefs

By Investment News Staff, Money Morning - November 6, 2009

With our investment news briefs, Money Morning provides investors with a quick overview of the most important investing news stories from all around the world.

Retail Sales Slump; U.K. Government Fines UBS $13.3 Million; Exxon and Shell Sign Iraq Oil Contract; BOE Expands Quantitative Easing; FBI Arrests 14 in Galleon Probe; Petrobras Finds Gas in Peru; Shares of Ancestry.com Soar on IPO; Mortgage Rates Drop Below 5%

Read More…

Investment News Briefs

By Investment News Staff, Money Morning - September 18, 2009

With our investment news briefs, Money Morning provides investors with a quick overview of the most important investing news stories from all around the world. FedEx Profit Drops; Irish Banks Rally; China Green-Lights IPOs; World Bank: Emerging Markets Vulnerable; Petrobras Upping Investment Plan; DuPont Expects Emerging Market Sales Decline; Discover Beats Earning Estimates; Cuomo Pension […]

Read More…

The World's Most Exciting Market - Until They Spoiled it

By Martin Hutchinson, Global Investing Specialist, Money Morning - September 17, 2009

Over the past year, Brazil has established itself as one of the most exciting markets in the world for investors. Its Bovespa stock index is up 55% this year. And the discovery of the huge new Tupi oil field off its east coast has led some investors to refer to Brazil as the "New Saudi […]

Read More…

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