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


To: E_K_S who wrote (25928)2/6/2007 3:14:35 AM
From: Paul Senior  Read Replies (1) | Respond to of 78515
 
EKS. I don't expect USA paper stocks to outperform or match USA indices,. Forests/trees/lumber/paper seem never get the interest that oil, commodities, banking, steel get from USA investors, and maybe that's how Brazilian investors see things too. So I don't expect VCP or ARA to match or beat the Brazilian index.

OTOH, those two stocks are cheap enough by themselves imo for me to buy a little. jmo. I could be wrong.

Some of the stocks in that Brazilian index look expensive to me. So maybe in that way, there is some relative value to ARA/VCP. I do not know.

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For what it's worth, I occasionally add to my position in steel stock GNA (on that list) when the stock drops below $10. I currently hold a couple others on that list also.

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