New Picks OPC and ABV

Some new additions to my portfolio, OPC and ABV.

OPC -OPTI Canada Inc. (OPTI) is a Canada-based company focused on developing major oil sands projects in Canada. Its first project, Phase 1 of the Long Lake Project (the Project), consists of 72,000 barrels per day of steam assisted gravity drainage (SAGD) bitumen production integrated with an upgrading facility. OPTI is focused on developing the next integrated oil sands project in Canada, Phase 1 of the Long Lake Project (the Project), in a joint venture with Nexen Inc. in which OPTI has a 35% working interest.

ABV- Companhia de Bebidas das Americas - AmBev (AmBev) is a Brazil-based company. AmBev and its subsidiaries produce, sell and distribute beer, draft beer, malt, soft drinks and other non-alcoholic beverages, such as isotonic sport drinks, iced tea and water. The Company operates in 14 countries in South, Central and North America. Its business is divided in three segments: Brazil, Hispanic Latin America, and North America. The Brazilian segment commercializes beer, carbonated soft drinks and non-alcoholic non-carbonated drinks, malt and by-products to third parties. The Hispanic Latin America segment operates in Argentina, Bolivia, Chile, Paraguay, Uruguay, the Dominican Republic, Ecuador, Guatemala, Nicaragua, Peru and Venezuela. In the North America segment, it is active in the sale and export of beer in the United States and Canada, through Labatt Brewing Company Limited. As of 2008, the Company holds a 99.56% stake of Quilmes Industrial Societe Anonyme.

OPC is a speculative move for me. I'm either holding until the company is bought out, or until production ramps up in the long lake project. ABV is a more long term holding, increasing my exposure to BRIC.