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Gold/Mining/Energy : Big Dog's Boom Boom Room
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To: elmatador who wrote (148319)3/27/2011 2:02:32 PM
From: DewDiligence_on_SI5 Recommendations  Read Replies (1) of 206145
 
Re: VALE / PBR

The Marxist label per se is irrelevant. The salient point is that Dilma wants these companies to pursue social goals as well as business goals. For shareholders, I think this is a relatively small risk with VALE (which I own) and a much larger risk with PBR (which I do not own).

>As an investor you want the short term result. As government, you look for the whole picture and the long term.<

I’m astonished that you said this. Each investor has his own time horizon for an investment to be successful; for you to speak for all investors as you did is both arrogant and misinformed.
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