Investment Strategy - The investment strategy focuses on protecting principal and thinking long-term, with a 5-10+ year investment horizon [1] - The strategy includes being long on treasuries and select high-quality companies, with no use of margin [1] - The approach covers multiple sectors, employing both dividend and non-dividend long-only stock strategies [1] Global Market Performance - Brazil is highlighted as one of the worst-performing markets historically, with the iShares MSCI Brazil ETF mentioned as an example [1] - The strategy occasionally seeks stock investments outside the US, particularly during periods of macroeconomic stress [1] Macroeconomic Focus - The strategy includes coverage of macroeconomics, particularly monetary policy and global excessive debt levels [1]

Ambev S.A. (NYSE:ABEV) Q3 2024 Earnings Conference Call October 31, 2024 11:30 AM ET Company Participants Jean Jereissati - Chief Executive Officer Lucas Lira - Chief Financial and Investor Relations Officer Conference Call Participants Isabella Simonato - Bank of America Thiago Duarte - BTG Robert Ottenstein - Evercore Lucas Ferreira - JPMorgan Henrique Brustolin - Bradesco BBI Guilherme Palhares - Santander Leonardo Alencar - XP Renata Cabral - Citi Ricardo Alves - Morgan Stanley Operator Good morning, go ...

If you want to find good companies at bargain prices that will provide you with long-term returns and dividends in any investing climate, then my Seeking Alpha Marketplace service (Good Stocks@Bargain Prices) is a good match for you. Ambev S.A. (NYSE: ABEV ) remains a significant player in the beverage market. The company has seen steady demand and growth in recent years. Its large portfolio of products creates diverse revenue streams that help to expand its market share. Ambev has Grant Gigliotti is the fo ...

Ambev SA ABEV is inching towards a golden cross—a technical signal that could suggest brighter days ahead for the stock.As one of the largest beverage giants, Ambev has been a key player in Latin America’s beer market, dominating countries like Brazil, Argentina, and the Dominican Republic. But, after a challenging year with stock price declines and currency woes, could this golden cross be the turning point?Ambev's Brewing Success In Latin AmericaAmbev isn't just any beer company. With control over 66% of ...

Philip MacKellar is an analyst, portfolio manager, and investor at Contra the Heard Investment Newsletter. He has been with the company since 2011 and has been investing since 2004. The newsletter’s primary focus is on contrarian and value-oriented investment opportunities traded in the United States and Canada. In addition, Philip sometimes engages in M&A, other special situations, and holds bonds, preferred shares, and convertible securities. Contra the Heard is a Toronto based company and was founded in ...

Investors in Ambev S.A. (ABEV) need to pay close attention to the stock based on moves in the options market lately. That is because the Jan 17, 2025 $5.50 Call had some of the highest implied volatility of all equity options today.What is Implied Volatility?Implied volatility shows how much movement the market is expecting in the future. Options with high levels of implied volatility suggest that investors in the underlying stocks are expecting a big move in one direction or the other. It could also mean t ...

Ambev S.A. (NYSE:ABEV) Q2 2024 Earnings Conference Call August 1, 2024 11:30 AM ET Company Participants Jean Jereissati - Chief Executive Officer Lucas Lira - Chief Financial & Investor Relations Conference Call Participants Thiago Duarte - BTG Isabella Simonato - Bank of America Carlos Laboy - HSBC Ricardo Alves - Morgan Stanley Renata Cabral - Citi Robert Ottenstein - Evercore Leonardo Alencar - XP Lucas Ferreira - JPMorgan Operator Good morning, good afternoon, and thank you for waiting. We would like to ...

Earnings Call 2Q24 This presentation was prepared by Ambev S.A. ("Ambev" or "Company") for the exclusive use in the earnings conference call of the second quarter of 2024 (2Q24). This presentation should not be considered as a complete document and should be analyzed together with the Company's quarterly information form (ITR) for the second quarter and the respective press release, both available on the U.S. Securities and Exchange Commission – SEC and the CVM websites. This presentation was prepared for i ...

Think it’s too late to find true bargains in this raging bull market? You might be surprised.In fact, plenty of opportunities in low-priced stocks are waiting to be found.As of July 2024, more than 2,600 stocks are listed on major U.S. stock exchanges with a share price of $10 or less. Of course, many of these aren’t great investment options. Most penny stocks and low-priced names end up there due to major issues with the underlying businesses.But, some real diamonds in the rough can be found. Examine seven ...

While growth-centric ideas – particularly in the technology sector – generally attract the most attention, investors should pay attention to passive income opportunities. They’re not nearly as exciting as wagering on the next big thing. However, high-yield dividend stocks can keep your holdings elevated while you navigate the market’s ebb and flow.Fundamentally, dividend-paying companies give you a chance to come out ahead consistently. Picking winners and losers in the market is exactly what it sounds like ...