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


To: E_K_S who wrote (31891)9/3/2008 3:47:24 PM
From: Jurgis Bekepuris  Respond to of 78535
 
I added to PKX a little bit. I prefer PKX to GGB due to GGBs debt on the balance sheet.



To: E_K_S who wrote (31891)9/3/2008 4:12:24 PM
From: Paul Senior  Respond to of 78535
 
GGB. I am hoping Brazilian oil finds will lead to build up of Brazilian oil industry and Brazilian infrastructure, and that GGB (and SID among others) will be able to capitalize on this in a big way.

I'll take a little more GGB today, and I also added, fwiw, to PBR.

finance.yahoo.com

I wouldn't be surprised to see Korean's PKX participate more aggressively as well. (They apparently are bidding on a deep-water shipbuilding company, Daewoo.)