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

To: E_K_S who wrote (29514)	12/31/2007 11:50:07 AM
From: Paul Senior	Read Replies (1) \| Respond to of 78525

Thanks, EKS. I'll look closer at these stocks, esp. ELP Somehow I missed ARA. I have competitor VCP though. With their low costs of production, I expect both to do okay in the export market. finance.yahoo.com

To: E_K_S who wrote (29514)	12/31/2007 2:42:06 PM
From: Jurgis Bekepuris	Respond to of 78525

A friend of mine is very bullish on Brazil. However the market there has had a huge runup and when I look at individual companies I don't see great values. I hold VCP and it is still pretty cheap assuming cellulose market does not tank. Everything else seems either expensive or not very attractive on ROE basis or both. Also Brazil seems to be a commodity proxy and I am somewhat hesitant about commodities after significant runups as I mentioned in my posts about the global growth cycle. My friend thinks that Brazil is the country most decoupled from USA, but I am not sure it is very decoupled from China...