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  • Caiman Valores
    Vale (VALE) looks like a great buy but is shrouded in uncertainty http://seekingalpha.com/a/f30x
    7/5/12
    Reply (6)
    • Brandon Gibbs: Uncertainty makes VALE not worth it, fighting an up hill battle imo
      7/5/12
    • iadops40: China is key
      7/5/12
    • realornot: My opinion on VALE is not a buy but rather a good short candidate! It has yet to reach a safe bottom.
      7/5/12
    • Caiman Valores: Some great perspective. China is certainly the key, but Vale is under performing most of its peers, thanks to the uncertainty in Brazil.
      7/5/12
    • Mercy Jimenez: Caiman, you wrote a very substantive article; worth a read for anyone investing in ANY company which does a lot of business with Brazil.
      7/5/12
    • Caiman Valores: Mercy thank appreciated. I actually look forward to the perspective you can bring to these types of discussions.
      7/5/12