Telebras (TBH) & Brazil Message Board

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Strategies & Market Trends : Telebras (TBH) & Brazil

TBH 0.956

+6.7%

Nov 24 3:59 PM EST

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To: jayray who wrote (6346)	8/5/1998 4:07:00 PM
From: Harold Carrizo	Read Replies (1) of 22640

Interesting. Somewhat along the lines of what I've been thinking for sometime now. Not that I think things are all that bad here in the U.S., but could they really be that much better than everywhere else? My question(s) is (are): 1. Do you feel that TBR is in fact undervalued, or does it just appear so in comparison to U.S. large caps? 2. If answer to #1 is yes, is this in part due to the magnetic effect which the U.S. large caps have recently had upon international capital looking for a safe home? 3. If you're still with me, will a correction in these U.S. large caps lead to increased liquidity flows into "undervalued" foreign securities such as TBR (or its sucessors) in the intermediate term (3-9 mos.)? In other words, what will it take for investors to abandon the view as the U.S. largecap market as a diamond in the garbage heap? If the U.S. largecaps loose their lustre, will everything just look like garbage, or will other "diamonds in the ruff" begin to shine? I'm hoping that this recent volatility is a much-needed step in distinguishing markets. Thanks for your input, anyone?

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