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


To: E_K_S who wrote (25902)2/5/2007 3:11:54 PM
From: Paul Senior  Read Replies (2) | Respond to of 78510
 
EKS, re: "Started a small position in VCP yesterday to complement my ARA holdings"

I started a small position in ARA today to complement my VCP holdings. (-g-)

ARA looks okay to me as a value buy based on ususal metrics I use - p/bk, roe, etc. There may be business risks and country-specific risks (Brazil) that I'm ignorant of.

That you're positive on the stock though is a good sign, I am hoping.