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Strategies & Market Trends : Telebras (TBH) & Brazil -- Ignore unavailable to you. Want to Upgrade?

To: Fred Levine who wrote (7015)8/21/1998 4:59:00 PM
From: MGV  Respond to of 22640
 
Fred,

Don't even think of selling. I bought more today and yesterday (in spite of my view that it would tank lower still today).

The risk isn't Lula, not now.

You should feel very comfortable with intrinsic value. It is trading at 6-7 times next year's consesnsus earnings estimate.

Mark



To: Fred Levine who wrote (7015)8/21/1998 10:49:00 PM
From: coyote  Read Replies (2) | Respond to of 22640
 
does the concern about Lulu being pink have any sort of positive for big money investing in some of the blue chips just to keep a pro - business govt. in this huge market.


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