Banks/other stocks: I purchased Colombian bank CIB as a play on oil production growth in that country. Have been out of the stock for a while. Maybe AVAL will work out ok, but I've no interest in Colombian banks while oil prices remain so low.
I continue to hold a few now-losing shares in BAP, the Peruvian bank that manages a lot of Peru peoples' retirement accounts. thestreet.com
I continue to hold BAC, C, WFM and intend to add to positions if these stocks drop on no adverse news.
Fwiw, I've added recently to CAR (Avis), CODI (high distribution yielder), BIG (a company which I've followed and held positions in now for about 30 years), CRMT, and KMI (ouch!).
I reentered fertilzer company MOS which has fallen into my value box (p/e, p/s, etc). In that sector I continue to hold shares of AGU, FMC and CF. I bought a tracking position in HCMLF(HCMLY), the large international cement/building materials company. finance.yahoo.com
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