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Ranking the 10 Best Stocks for 2012

8 of 10 experts' picks are at double-digit gains year-to-date

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No. 9: Arcos Dorados

Arcos185 Ranking the 10 Best Stocks for 2012Current Return: +6%
Investor
: Josh Brown

Arcos Dorados (NYSE:ARCO) is Spanish for “Golden Arches” and operates one of the largest McDonald’s franchisees in the world — focused mainly on Latin America. As Josh Brown wrote in his original ARCO stock recommendation, Arcos Dorados is a play on four key themes:

  1. Expanding consumer spending in Latin America
  2. The ferocity of McDonald’s as a global brand
  3. Growth within a defensive sector
  4. The comeback potential for emerging-market equities in 2012

Arcos Dorados continues to hit all the right notes on those four original points. Unfortunately, ARCO is lagging some other emerging-market stocks — consider that the iShares MSCI Emerging Markets Index ETF (NYSE:EEM) is up 15% year-to-date gain — but still is riding the upward trend.

And as Josh wrote in a recent Arcos Dorados stock update, the company reports Q4 earnings on Feb. 22. That will be the real litmus test for how this company is growing after its 2011 IPO.


Article printed from InvestorPlace Media, http://investorplace.com/2012/02/ranking-the-10-best-stocks-for-2012-hsy-arco-fdx-cat-mako-msft-aa-cof-tkc-std/.

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