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Strategies & Market Trends : Value Investing

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To: Paul Senior who wrote (25126)	10/25/2006 5:06:11 PM
From: E_K_S	Read Replies (1) of 78507

Hi Paul - I do not know where you come up with these different value stories but ARA looks like a very interesting "value" special situation. I have two questions that I could not find after reviewing the ARA home page. First, does ARA have any currency exposure vs the U.S. dollar. They have a good product but if it's value is pegged in Brazil currency, it's possible that the net return in U.S. $'s to the U.S. stock holder could be impacted by negative currency conversions. On their Web site, they detail how they have a network of ocean barges that can get product out and to China. They did not say who the shipping company is and if they sell shares in this company. Not only is ARA a potential "value" buy, but the shipping company that holds the contract to ship the pulp to China should be a buy. Do you know who the shipper is that has the contract to ship ARA product? Excellent find Paul. I plan to step up and buy a few shares in ARA on any pull back. The overall "theme" sounds good for continued growth in their business and it helps my portfolio to diversify some assets to a foreign company. EKS

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