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Strategies & Market Trends : Value Investing

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To: Paul Senior who wrote (42155)	6/18/2013 10:31:12 AM
From: Spekulatius	Read Replies (3) of 78516

Anybody still interested in Brazilian banks BBD @13.7$ or ITUB @ 13.45$ ? They trade at ~10x earnings and the shares have been very weak lately. It seems to me that those banks should have decent prospects in the long run? This thread has been very quiet recently with regards to those Brazilian banks, so I wonder if anybody still owns them or lower prices have attracted interest based on valuation? Based on what I read, I would prefer BBD over ITUB, since I believe that ITUB is probably a bit better managed but I don't have a strong opinion.

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