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


To: Paul Senior who wrote (29511)12/31/2007 11:05:48 AM
From: E_K_S  Read Replies (2) | Respond to of 78523
 
Hi Paul - These are the Brazil stocks on my watch list.

finance.yahoo.com

I think the best value is ELP based on estimated earnings and potential growth of their different business segments.

I also like Ultrapar Holdings Inc. (UGP) but it is expensive. I have watched it more than double over the last two years but never started any position.

I am thinking to just average into iShares MSCI Brazil Index (EWZ). I am hoping that as the dollar rises over the next six months (dead cat bounce), it will provide me an entry point to build up my Brazil holdings.

I am very bullish on this sector and like you stated it is very volatile.

EKS

P.S. Did you notice the extra one time dividend paid on VCP this month. I believe the payment is equivalent to $0.80/share after converting to $US dollars. vcp.com.br



To: Paul Senior who wrote (29511)1/1/2008 1:54:22 PM
From: Paxb2u  Read Replies (1) | Respond to of 78523
 
Paul,

I invested in Brazil over the past year via EWZ. It was up 70+% on the year. Like the country cause of its total independence from outside energy imports.--Peace



To: Paul Senior who wrote (29511)1/3/2008 9:10:53 AM
From: elmatador  Respond to of 78523
 
Good luck to you in 2008!http://siliconinvestor.com/readmsg.aspx?msgid=24050288&srchtxt=ewz



To: Paul Senior who wrote (29511)1/4/2008 10:25:45 AM
From: elmatador  Respond to of 78523
 
Citigroup to Sell Shareholding in Brasil Telecom, Valor Reports

By Adriana Brasileiro

Jan. 4 (Bloomberg) -- Citigroup Inc. and pension funds that own a controlling stake in Brasil Telecom Participacoes SA, Brazil's third-biggest telephone service provider, plan to sell their holdings in the company, Valor Economico reported, without saying how it got the information.

The sale might pave the way for a merger with Tele Norte Leste Participacoes SA, Brazil's biggest phone company, the newspaper said.

Citigroup owns 2.6 percent of Brasil Telecom's voting shares and an indirect stake through Techold, a holding company that owns 62 percent of Brasil Telecom's voting shares.

Speculation over a merger of Brasil Telecom with Tele Norte Leste arose early last year when Brazilian media said the two companies were in talks.

To contact the reporters on this story: Adriana Brasileiro in Rio de Janeiro at abrasileiro@bloomberg.net



To: Paul Senior who wrote (29511)1/10/2008 10:20:05 PM
From: elmatador  Read Replies (1) | Respond to of 78523
 
Brazil's Telemar jumps 13.6 pct on takeover talks
reuters.com