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Strategies & Market Trends : Value Investing

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To: anializer who wrote (29918)	5/2/2008 11:30:18 AM
From: E_K_S	Read Replies (3) of 78644

PDA and SDA are two more Brazil stocks you mentioned in your post on 1/30/08 are breaking out to new highs. They are up 26% and 29% in the last three months. finance.yahoo.com I am bullish on Brazil Ag companies but have not been able to identify any pure plays. Specifically any companies that farm and process soybeans, own or lease farm land or are a major player in exporting ag commodities. Do any names come up on your list? The only other food play I have on my watch list is COMP DE BEBA AM ADS (NYSE: ABV) finance.yahoo.com . It is a beverage distribution company and pays a pretty good dividend. At 28 trailing PE (17.25 forward PE) it appears to be pretty expensive at the current price. I hate to chase these names at current levels, but maybe on any pull back you hold your nose and buy a few shares of each. Brazil should continue to grow for many years. Buffet continues to bet on the strength of the $Real vs $US even with the strong gains finance.yahoo.com EKS

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