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The play on the Centex buyout

|Includes:Gafisa S.A. (GFA)

Nice jump today of nearly 10% off the news that Pulte will buyout CTX. I'd sure rather own a emerging markets play like GFA or Homex. The domestic market has too many issues for me to buy plus the long term growth isn't exciting. GFA is getting extended but they are the stock to buy on pullbacks.

Stocks: GFA