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To: E_K_S who wrote (32037)9/17/2008 4:57:12 PM
From: Paul Senior  Respond to of 78990
 
EKS. Hard to see how GGB will not make money with the build out of Brazilian oil fields and the all the improvements in Brazilian infrastructure that will accrue as a result of that.

I'm holding on to my position, and around current prices, I'm intending to add.



To: E_K_S who wrote (32037)9/18/2008 4:50:07 PM
From: Paul Senior  Respond to of 78990
 
EKS, fwiw, with you on GGB. I added a little to my few shares of this Brazilian steel maker.



To: E_K_S who wrote (32037)10/1/2008 10:56:51 PM
From: Paul Senior  Read Replies (2) | Respond to of 78990
 
EKS, no reversal yet for Macquarie Infrastructure Company. Stock just keeps slipping.

I'm hanging on for the ride. Distribution yield indicates a crash&burn.

finance.yahoo.com