Telebras (TBH) & Brazil Message Board

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Strategies & Market Trends : Telebras (TBH) & Brazil

TBH 0.944

+0.5%

Nov 28 9:30 AM EST

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To: Steve Fancy who wrote (15192)	5/11/1999 10:40:00 AM
From: Telemarker	Read Replies (1) of 22640

Morning Steve, I'm holding this one for the WAY-LONG term. Thanks for asking. Have proven to myself that I can't trade this one effectively. Now have TBH at an appropriate weighting in my core equities portfolio (about 4%), a level where I can feel comfortable "forgetting about it". My problem last year was being way overweight in Brazil, and in TBR in particular. Obviously, this didn't work out. For those who held positions throughout the ugliness, they should be combat hardened by now. Would be a shame then to sell this one too early. Potential? Well, I still have all of the fundamental mantra in the back of my mind. A ten bagger from here in the next 6-8 years? Quite possible!! Guess that would be my target <g>. Then again, if you ever leave this thread I may have to sell just on principles. <VBG> Saludos.

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