Weekend Digest: #280 (Buy & Hold Buys, Starbucks, DAVA/EPAM, Alcohol Stocks, FNV, Exito)
Earnings, elections, and buy & hold portfolio additions.
Summary
News of the Week: Exito earnings, FNV & Panama's election, a comment on Argentina's economy and inflation.
Starbucks: While I like their LatAm franchisor (Alsea), I'm not buying the corporate parent just yet, here's why.
Buy & Hold portfolio additions: A lengthy discussion of the alcohol stocks and why the spirits names are compelling here.
Also, Ve…
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