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Strategies & Market Trends : The Epic American Credit and Bond Bubble Laboratory

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To: patron_anejo_por_favor who wrote (81169)4/26/2007 6:00:48 PM
From: Perspective  Read Replies (1) of 110194
 
RIO: Curious if anyone is familiar with these guys:

finance.yahoo.com

I've been eyeing some of the emerging markets, including Brazil, for shorting. Just digging into what the valuations of some of these companies are to try to get a feel for how much of a bubble there might really be. It looks like these guys have a $100B market cap now, and a 15PE. If that's true, it would seem to be pretty vulnerable given the unbelievable run the stock has had.

The Brazilian index appears to have a pretty good chunk of oil and iron ore.

Just curious to get thoughts here.

BC
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