Back in October 2009, O’Neil Equity Research added Aggreko
a direct supplier of temporary power for South Africa’s 2010 FIFA World Cup
and the exclusive supplier of temporary power for the London 2012 Summer
Olympics—to our Global Focus List (GFL) list, and it has since returned
more than 250%. Now it’s time to find the outperformers supplying those
forthcoming events, both hosted by Brazil, in 2014 and 2016. The country
has already begun massive infrastructure improvements to its sporting facilities,
transportation network, port systems, and electrical grid—to the tune
of US$18.3 billion. Of several stocks poised to benefit—OHL Brasil (OHL.BR),
Ecorodovias, Localiza, and Ambev , among
others—two clearly have the most potential according to our methodology:
Mills and CCR Rodovias.
