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Strategies & Market Trends : Value Investing

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To: Paul Senior who wrote (30957)	5/14/2008 9:03:01 PM
From: E_K_S	Read Replies (2) of 78644

None of my three brokers can transact trades on the Sao Paolo exchange yet. It's more expensive but I believe one can find undiscovered value opportunities before the big mutual and hedge funds jump in. American Latina Logistica looks very interesting. I believe after 2011 they will have a lot of their special debt financing paid off and you will see a big increase in their dividend pay out. Your post on the Shipping - Oil & Gas Tankers, Dry cargo, LNG board highlighted Ultrapetrol (Bahamas) Ltd. (ULTR)http://finance.yahoo.com/q/pr?s=ULTR which is not a true value opportunity but does have some hidden assets. One of those hidden gems is their River Business operation. Their River Business segment owns and operates river barges and pushboats that transport dry bulk and liquid cargos through the Hidrovia Region of South America. River barge transport is the third leg in cargo transportation in Brazil (with trucking and railroads the other two). On a cost per pound/mile River barges are probably the most efficient way to transport bulk cargo. If such an operation could be integrated into a company like American Latina Logistica, the company would make quite the domestic shipping conglomerate. Remember, all of the commodities produced in Latin America that are shipped to other countries have to find their way to one of the several sea ports. Brazil is the largest global grower of soybeans, producer of paper pulp and exporter of raw minerals. In a few years you can add both oil and NG to this list. Did you know that both ARACRUZ CELULOSE SA (NYSE:ARA) and VOTORANTIM CELULOSE (NYSE:VCP)http://finance.yahoo.com/q?s=ARA,VCP&d=s use river barges exclusively to transport their paper pulp to the sea port for transport by dry bulk carrier to China. I would love to trade on the Sao Paolo exchange but until I can set up a Fidelity account I am limited to foreign ADRs. EKS

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