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Strategies & Market Trends : Value Investing
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To: Paul Senior who wrote (35594)10/7/2009 8:09:28 PM
From: anializer   of 78744
 
Ditto on GGB. I had been in and out of this several times in a hectic 2008 but currently own at 15% lower levels last go around. While it may not be a value stock on a current book basis, it has other attributes I have always liked. Long Steel, Brazil, top notch management with longer term growth strategy, and more recently the Brazil Olympic push. That triple bottom is sure a picture of beauty.

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