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Strategies & Market Trends : Value Investing
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To: Spekulatius who wrote (19256)6/7/2004 10:16:59 AM
From: Rock  Read Replies (1) of 78576
 
Spek,

Since your posts, I have looking at the Brazilian wireless providers (TSU, TND, etc.). They took a hit recently, which seemed to be mostly the drop of the Real vs. the $. Anyway, I find the businesses to be attractive from a valuation perspective but have little read on the currency issue. With your focus there, what's your view of the currency risk? Any new thoughts on the businesses?

Thanks.
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