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Strategies & Market Trends : Value Investing -- Ignore unavailable to you. Want to Upgrade?


To: JakeStraw who wrote (23961)5/19/2006 8:52:43 PM
From: Spekulatius  Read Replies (1) | Respond to of 78701
 
ITU trades at 4x book value. It is very profitable (35% ROE) which I don't think is sustainable long term, if Brazil every goes to lower interest rates a 3%+ ROA will be gone. What I like about BCH is that Chile as a country and BCH in particular is conservatively managed, which I can't say about Brazil and ITU.