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Gold/Mining/Energy : Big Dog's Boom Boom Room

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To: CommanderCricket who wrote (79179)1/31/2007 12:23:46 PM
From: elmatador  Read Replies (1) of 206085
 
Don't talk about it! I own Meat Packers: Perdigao and Sadia. There is a trigger in income per capita above which the Chinese and the Indians will start consuming more protein: meat and chiken.

Problem is in Asia, bird flu comes and goes and everytime and comes back the consumer stops eating chickens.

The chickens that come from 16.000 Km away!!!!

I don't trade. I buy and hold and sweat. Don't have the nerves of you guys.

Luckly CSN the steel maker lost Corus to Tata and I am doing well. Also real estate in Curitiba has done good to me.

Real estate in the area -I am selling just now- where they export furniture and fruits went bad due to high Brazilian Real and that hurt the exporting business there. If I had bought Itau and Bradesco banks I would have been doing nicely now. But did not.
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