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

To: E_K_S who wrote (30817)	5/2/2008 11:41:22 AM
From: Jurgis Bekepuris	Read Replies (2) \| Respond to of 78644

Buffet continues to bet on the strength of the $Real vs $US even with the strong gains Buffett has noted that this is an "example" and not a material position. Brazil is nice, but stock prices are not that cheap there nowadays.

To: E_K_S who wrote (30817)	5/3/2008 9:28:00 AM
From: anializer	Read Replies (1) \| Respond to of 78644

I don't have much in the way of Brazil stocks to enhance the comprehensive lists that have been presented here. As far as soybean production in Brazil, Fifty-five different companies own facilities and the largest five firms produce 45% of the nation's output. The biggest processors are Bunge (18%), Cargill (11%), ADM (7%), and Coinbra (a Brazilian subsidiary of Louis Dreyfus) (6%). Cooperatives own 9% of the crushing capacity and 4% of the soybean oil refining capacity, and are responsible for 29.4% of the Brazilian soybean trade. May be a good idea to dig in a little and see if we can find a gem or two that trade in Brazil, but don't have sponsored ADR's here.

To: E_K_S who wrote (30817)	5/21/2008 8:28:22 PM
From: Paul Senior	Read Replies (1) \| Respond to of 78644

OT: I have been mulling Mr. Buffett's buying more shares of Kraft. I just don't get it. Stock does not seem undervalued to me. OTOH, I missed following him into KFT in the '70's (or maybe it was '80's?) when he took a substantial position with Kraft at about a p/e of 10. (Interests rates were higher and p/e's lower then.) I didn't understand his buy then either. Position worked out very well for him though.) Maybe KFT now for somebody for a cyclical play: buy now about $32+, sell if/when it hits highs at $36+ again. I've no interest in KFT though for a ltb&h. OTOH, I have a few shares of Brazil's SDA. Now there's a food stock in a growing economy where I can assume people's standard of living is going to rise, where there's plenty of access to farm products, where there's a propensity to export (SDA exports). I am coming to believe that that means if I want to consider a food processor stock that I might be able to live with as a ltb&h, I can - for me - pick SDA over KFT. Which I have decided to try to do. I've punched up my exploratory SDA shares now to a 3/4 position. sadia.com Jmo, and I've been wrong many, many times.