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

To: E_K_S who wrote (25510)	12/14/2006 11:09:46 PM
From: Spekulatius	Read Replies (2) \| Respond to of 78507

Timbabear deserves the credit for MSN. i think i was the first poster mentioning OPMR and I am happy to take credit for it, in case it works out :-)

To: E_K_S who wrote (25510)	12/15/2006 2:20:50 AM
From: Paul Senior	Read Replies (2) \| Respond to of 78507

re: ARA. I'll look a little closer at VCP now. They're both in Brazil, and I suspect they're competitors world-wide. I don't know enough about their geographic location(s) or if VCP has the fast growing trees that ARA does. Nice profit margins though, with an okay roe for what you pay for the stock. Forward p/e estimate (according to Yahoo) is higher than present. Not such a good sign. From what very little I know, my preference is ARA. finance.yahoo.com Fwiw, I currently hold shares also in IP, WY, POP, ABY finance.yahoo.com

To: E_K_S who wrote (25510)	1/24/2007 12:24:31 PM
From: E_K_S	Read Replies (1) \| Respond to of 78507

Added a few more shares in Aracruz Celulose S.A. (ARA). The company announced a partnership with the world's largest paper and board maker Stora Enso (STERV.HE) to expand their Veracel pulp venture with Aracruz. The goal is to double the plant capacity by 2011. yahoo.reuters.com By allocating monies specifically into Brazil, I can further hedge the portfolio from a declining U.S. dollar while participating in a long term growth business. EKS