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


To: Paul Senior who wrote (30428)6/20/2008 11:55:00 AM
From: E_K_S  Respond to of 78666
 
Doubled my small position in BBD. Yahoo show a 4% dividend and a PE of 11. The bank has shown excellent growth over the last 24 months which should continue as long as Brazil continues to grow.

My Brazil holdings are still quite small as a percentage of the total portfolio, so I continue to look for value plays in this region.

Recent buys include VCP and ULTR.

EKS