North & Latin America Stock Index

North & Latin America stock index. 🏛️ State owned 👼🏻 ESG friendly 🅿️ Preference shares available 🌐🌏 Global/regional operations or part of global/regional supply chains

This post is an index for all North America and Latin America/Caribbean stocks covered and tagged under our EM Stock Pick Tear Sheets (plus additional untagged stocks) organized as follows:

• Latin America (14)

  • 🇦🇷 Argentina (19)

  • 🇧🇲 Bermuda (3)

  • 🇧🇷 Brazil (133)

  • 🇻🇬 British Virgin Islands (1)

  • 🇰🇾 Cayman Islands (2)

  • 🇨🇱 Chile (11)

  • 🇨🇴 Colombia (16)

  • 🇨🇺 Cuba (1)

  • 🇬🇾 Guyana (1)

  • 🇲🇽 Mexico & Central America (59)

  • 🇵🇦 Panama (2)

  • 🇵🇷 Puerto Rico (4)

  • 🇵🇪 Peru (2)

  • 🇺🇾 Uruguay

  • 🇻🇪 Venezuala (2)

• North America

  • 🇨🇦 Canada (2)

  • 🇺🇸 USA (29)

Note: The links above to the relevant post sections below will only work for paid subscribers.

And for individual stocks:

• 🌐🌏 etc. This is fairly subjective as, for example, many stocks are part of global supply chains rather than domestic companies.

• 🏛️ State owned, controlled, or influenced companies.

• 👼🏻 ESG friendly stock e.g. renewable energy. This is fairly subjective.

• 🅿️ Preference shares available (Note: I don’t see a comprehensive list of preference shares or preferred stocks readily available on the Internet…).

• A very short description of the stock with links to the IR page and stock quote(s) on Yahoo! Finance or other sites.

• Any Wikipedia page (denoted by 🇼) and a Substack stock tag link (denoted by 🏷️) linked to any post under EM Stock Pick Tear Sheets.

• Titles linked to any good or in-depth research from funds etc covering the stock or our posts (denoted by ✅).

The goal is to build up a database or index of international, frontier, and emerging market stocks that have research available or are owned by international stock funds.

This means there is considerable room for improvement for these index posts over the coming months e.g. adding an icon link to any Wikipedia page (e.g. via an icon) as such pages usually mention any scandals or problems a stock may have add; tagging and adding additional stocks from 2023 EM Fund Stock Picks posts; organizing stocks by industry for countries that have many stocks covered, etc.

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Latin America

Tags: Latin America

1. 🌎 Arcos Dorados Holdings Inc (NYSE: ARCO) - World’s largest independent McDonald’s franchisee. Exclusive right to own, operate & grant franchises of McDonald’s restaurants in 20 Latin American & Caribbean countries & territories. 🇼 🏷️

2. 🌎 Despegar.com Corp (NYSE: DESP) - #1 online travel company in Latin America. Koin is their Brazil-based BNPL & consumer lending services platform. 🏷️

3. 🌐 Dlocal (NASDAQ: DLO) - Cross-border payment platform for global merchants to get paid & make payments in emerging markets. 🇼

4. 🇨🇦🌎 Frontera Energy Corporation (TSE: FEC / FRA: 3PY3 / OTCMKTS: FECCF) - Focused on oil & natural gas (+ related investments) in Colombia, Ecuador & Guyana. 🇼 🏷️

   1. ✅ Frontera Energy (TSE: FEC / FRA: 3PY3 / OTCMKTS: FECCF): Hit By Colombia Unrest But Sees Coming Profitability and Operational Improvements (May 2023)

5. 🌎 GeoPark Ltd (NYSE: GPRK / LON: 0MDP / FRA: G6O) - Leading independent Latin American oil & gas explorer in Colombia, Ecuador, Chile & Brazil.🏷️

   1. ✅ GeoPark Ltd (NYSE: GPRK): Positioned for a Latin American Oil Boom (May 2023)

6. 🌐 Globant (NYSE: GLOB) - Luxembourg HQ’d. Argentina-founded IT & software development with a presence in 25+ countries. 🇼 🏷️

7. 🌎 LATAM Airlines Group (NYSE: LTM) - Chile based. Largest airline company in Latin America. Subsidiaries in Brazil, Colombia, Ecuador, Paraguay & Peru. 🇼

8. 🌎 Liberty Latin America Ltd (NASDAQ: LILA / LILAK) - Communications company. 20+ countries across Latin America & Caribbean (consumer brands Flow, Liberty, Más Móvil & BTC). 🇼

9. 🌎 MercadoLibre (NASDAQ: MELI) - Uruguay HQ’d. The largest online commerce & payments ecosystem in Latin America. 🇼 🏷️

10. 🌎 Millicom (NASDAQ: TIGO) - Fixed & mobile, telecommunications services, cable & satellite TV, mobile financial services & local content such as music & sports in Latin America. 🇼 🏷️

11. 🌎🇰🇾 Patria Investments Limited (NASDAQ: PAX) - Asset management services to investors focusing on private equity, infrastructure development, co-investments, constructivist equity & real estate & credit funds.

12. 🌎 Sitios LatinoAmerica SAB de CV (BMV: LASITEB-1 / OTCMKTS: SLAAF) - Mexico based telecommunications infrastructure construction business in Latin America. 🏷️

13. 🌎 Sonda Sa (SSE: SONDA) - IT solutions in Latin America, Chile, Brazil, Mexico, Argentina, Colombia, Costa Rica, Ecuador, Panama, Peru & Uruguay. 🇼 🏷️

14. 🌎 Ternium S.A. (NYSE: TX) - Luxembourg HQ’d. Manufactures & processes steel products (including for oil & gas) with 18 production centers in Argentina, Brazil, Colombia, United States, Guatemala & Mexico. 🇼 🏷️

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🇦🇷 Argentina

Tags: Argentina & Argentina Stocks

✅ The Less Flawed Global X MSCI Argentina ETF's Holdings (October 2024)

✅ The Flawed Global X MSCI Argentina ETF's Holdings (September 2023)

Argentina stock picks that are the holdings of the flawed Global X MSCI Argentina ETF (NYSEARCA: ARGT) plus some updates about the Argentina Presidential elections and front runner Javier Milei.