Seeking Alpha
  • Michael Bryant
    "Cliffs Natural (CLF) Starting to Look Cheap." Also look at VALE. http://fxn.ws/UOoKWs
    10/8/12
    Reply (4)
    • Energysystems: VALE has other concerns, dividend withholding taxes, as well as a Brazilian gov't that is getting aggressive(again) to private businesses.
      10/9/12
    • Energysystems: I like VALEs exposure to S. America and Asia(that Australian miners tax will help as well). I think it may retest 08 lows n will add there
      10/9/12
    • Michael Bryant: I think it will go higher. I am well aware of the tax situation. Just did a 5 page report on it. They have exposure everywhere.
      10/9/12
    • Michael Bryant: And check the numbers.
      10/9/12