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Strategies & Market Trends : Value Investing

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To: Paul Senior who wrote (25924)	2/5/2007 8:14:59 PM
From: E_K_S	Read Replies (1) of 78516

Hi Paul Senior - Both VCP and ARA have underperformed the iShares MSCI Brazil Index (EWZ) over the last 24 months. finance.yahoo.com The two year comparison shows that the "index" is 40% higher than ARA and 80% higher for VCP. Most of the gain for the index is from oil related stocks. Here is the list of holdings for the index: finance.yahoo.com Notice that the average PE for the group is below 12 which is a good value (and does provide a hedge against a falling U.S. dollar). Maybe a better way to invest in Brazil is to just buy the ETF. I believe there is a better value proposition with VCP & ARA as long as one keeps their position small. My total position is less than 1% of my taxable portfolio. Too bad I missed investments in Brazil over the last 24 months as the index is up over 140% during this period. EKS

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