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

To: E_K_S who wrote (25813)	1/18/2008 11:09:59 AM
From: E_K_S	Respond to of 78507

Sold 1/2 position in ARA and booked my long term capital gain. I may add to my position at lower levels but did not want this one to get away. My covered call hedge on VCP is working quite well as I was able to lock in a sizable long term capital gain if exercised. Both companies operate in Brazil and produce paper pulp and are the world's low cost producers. Longterm ARA is a good value opportunity but they may be impacted short term if there is a global slow down. ARA below $55 would be a good entry point. EKS