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

To: Leibnitz who wrote (37525)	4/23/2010 1:56:21 PM
From: Paul Senior	Read Replies (1) \| Respond to of 78520

Leibnitz, because I've said I'm not claiming VTRAF to be a value stock, I'm not buying it because it's undervalued. Although it may be undervalued, given the info. that you see a couple people here have provided. I'm buying it because of what I presume to be its ability to provide food commodities from Australia and Canada to the peoples of Asia. It's a growth story for me. And a sleeper stock. Apparently like several others in the business. They seem to operate in the background, behind the view of most investors. Cargill, the massive privately-held corp., Asia's Noble Group (NOBGF), for example. Maybe SEB. Last year I learned of VTRAF in the sector. Like NOBGF, I'm expecting my position in VTRAF to be a set-and-forget stock. If I catch the stock near 12-mo lows, I might add to build up my small position. Otherwise, I'm expecting I'll just hold the stock at least five years to see how its business performs.