From Forbes:
After tumbling last summer to below 12 cents a pound, the price of sugar began a steady climb to a recent 16 cents. You could buy futures on the IntercontinentalExchange to ride the sugar train, but a better alternative is Sao Paulo's Cosan (CZZ, 5.59).
The company, with a $3.2 billion enterprise value (common market value plus debt, minus cash), is Brazil's biggest producer of sugar and ethanol, as well as the largest sugarcane grower and processor in the world…
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