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Strategies & Market Trends : Value Investing
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To: Spekulatius who wrote (53299)2/2/2014 2:46:38 PM
From: Paul Senior  Read Replies (2) of 78517
 
For now BBD still just on my watch list. No decision to buy. Your numbers look better now than for my Colombian pick of CIB. I've mostly given up on CIB and have sold in partial amounts as stock has fallen. Holding a stub position for now. CIB has surprised me: Colombia should be growing with oil finds and production and government non-intervention (much less anyway, than Brazil government insertion into Brazilian economy.) (CIB: as from my previous posts: I've been in for many years. Current holdings from '08, so I still show very green on my few shares.)

I see from this article forbes.com ,
Sumitomo Mitsui Financial (SMFG). Perhaps this one might be low enough, finance.yahoo.com ,to watch for a possible entry. Although I don't have an opinion or understanding how Japanese government stimuli will affect SMFG going forward.
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