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


To: Paul Senior who wrote (35193)8/21/2009 12:19:38 AM
From: jisaacs57  Read Replies (1) | Respond to of 78710
 
Paul...actually talking about Boise, Inc...it's been one hot little stock of late...



J



To: Paul Senior who wrote (35193)8/30/2009 3:18:09 AM
From: elmatador  Respond to of 78710
 
Cosan SA Industria e Comercio’s logistics unit signed an agreement with ALL in March to spend 1.17 billion reais ($638.6 million) to increase ALL’s railroad capacity. The deal “represents an excellent growth opportunity for ALL,” wrote Brascan analyst Jose Robles, who resumed coverage of ALL with an “outperform” rating.
bloomberg.com



To: Paul Senior who wrote (35193)8/30/2009 6:22:16 PM
From: Spekulatius  Read Replies (1) | Respond to of 78710
 
What is the valuation case for Logistica? Looks like he shares trade around 14 Real and made 0.1 real last quarter; for Y2008 they showed a loss. Their earnings record is very checkered and there is considerable debt. Why is this outfit attractive?