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

To: Paul Senior who wrote (35299)	9/5/2009 1:52:30 AM
From: elmatador	Respond to of 78748

The new JBS Swift slashed costs and restructured, turning around a quarterly loss of $99 million to a gain of $140 million within 6 months. harvardbusiness.org Brazilians are savage capitalists Message 25078605 capitalism

To: Paul Senior who wrote (35299)	9/5/2009 2:39:36 AM
From: elmatador	Respond to of 78748

They bring new way of doing business. Message 25919849 Message 25919834

To: Paul Senior who wrote (35299)	9/5/2009 2:54:03 AM
From: elmatador	Respond to of 78748

Strategic advantages The Latin brew kings have succeeded because they dominate the beer business in their respective countries and/or have strong showings in their own country and other selected markets. Their principal markets offer greater potential growth than the mature markets in the U.S., Canada, and Western Europe, and their success has been aided by diversifying outside the beer business. AmBev's second-quarter performance illustrates the benefits of Latin American beer investing. Its profit rose 34%, and its revenue climbed 13% from the year-ago period. fool.com

To: Paul Senior who wrote (35299)	9/5/2009 3:05:16 AM
From: Spekulatius	Read Replies (1) \| Respond to of 78748

>> Also, I've been a stockholder of a couple of Mexican food companies (tortilla and an egg producer) as well as Brazilian SADA, mentioned in your link. I believed that these were "just" food companies, and they made their money from farming/processing/selling foodstuffs to consumers. Ha. Very wrong there. They apparently tried to make their profits from financial manipulations. << You forgot to mention the geniuses at Cemex that went into the recession chuck full with debt from a recent acquisition. they are astute operators but it does not matter much if you don't handle your finances right.

To: Paul Senior who wrote (35299)	9/8/2009 3:05:38 AM
From: Madharry	Read Replies (1) \| Respond to of 78748

Gold pushing across $1,000 deserves a blurb. i continue to hold a large position in speculative DGC.to, and SLW for silver. Both of these entities should be leveraged nicely to the price of gold and silver respectively.

To: Paul Senior who wrote (35299)	4/6/2013 5:50:48 PM
From: Paul Senior	3 Recommendations Respond to of 78748

OT. Received check today representing 37% of my losses in Brazilian food company, Sadia. They had made a hedged bet on food prices that went against them, cratered earnings, and tanked the stock. There was a subsequent shareholder lawsuit; I filled out the paperwork as a class participant, and sent it in. (That was couple years back, I guess -- can't remember.) Have done this many times with stocks in which I've sustained losses and which there've later been lawsuits in which attorneys/stockholders have claimed losses due to management misfeasance/malfeasance. Never before do I remember getting back such a large percentage of my losses though (37%). I don't know, but I suspect around SI people are mostly disparaging of submitting claims -- perceived wisdom being stockholders get pennies on the dollar at most, and the attorneys are the only ones who make out - so not worth the time/trouble to fill out the paper work. Just saying, here's a case (rare it might be) where I got a nice surprise in the mail of more than a couple thousand bucks -- so the time/effort I spent was worthwhile.