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


To: Spekulatius who wrote (35273)8/31/2009 2:12:38 AM
From: Paul Senior  Respond to of 78717
 
It seems to me to have characteristics of a moat stock. I don't want to give up so easily on such stocks, especially when prospects for Brazilian infrastructure plays like this one seem so favorable (in my view, anyway).

I also like the fact it's relatively obscure for now - you're not going to find it in the top lists of Brazilian etf's (afaik), nor bought so easily as with pink sheets or through USA/Euro exchanges.