Companhia Vale do Rio Doce (RIO)

All Comments on RIO

  • commenter
    wallstreetto
    ughguy.com
    Oct 08 01:05 AM
    My Website
    Attractive Values - Fast Money Recap (10/7/08) [view article]
    I love that these guests are telling us that the market is wrong about stocks. Whether the market is right or wrong, those who are long have been getting wrecked. The advice of these long-only managers is completely useless because they are constrained by their mandates. Reply
  • commenter
    Socialism
    cannot
    compete!
    Oct 06 03:24 PM
    China Rejects Vale's Iron Ore Price Increase [view article]
    China is simply bluffing...it needs all it can get -- it can stall for a short while and use its "Olympic leftovers", from that month where there was no usage. Now that they've ramped back up, that is gonna run out. Remember, this isn't for discretionary use -- the regime has alot of post-earthquake rebuilding to do. And its noteworthy that the publicly-built buildings that collapsed had "cheated" on steel reinforcement, vs. the privately-built ones that did not, and did not collapse. They know they need to quit cutting corners and rebuild correctly.
     Reply
  • commenter
    maclean.anna
    Oct 06 11:23 AM
    Thursday Options Update: MET, NSC, BG, GE, POT, MOS, RIO, MAR, PTEN, NSM [view article]
    It's time to short MOS, MON, CF and the like. They are completely oversold.
    Here's a good article which shows the tech analysis of each with predictions of where they are going.
    Good luck...
    www.greenfaucet.com/te...     Reply
  • commenter
    Mark Anthony
    Oct 03 01:50 PM
    My Website
    Nickel in a Pickle [view article]
    Very nice discussion.

    Also read this later article discussion Norilsk Nickel's operation problem and the environmental disaster:
    seekingalpha.com/artic...

    The original is here, with more links:
    stockology.blogspot.co...
    Reply
  • commenter
    Cred
    Oct 03 10:36 AM
    Vale Wants More for Its Iron Ore; China Won't Budge [view article]
    A contract is signed for a one-year period. A contract is a contract. Both parties are legally binded. You don't change that signed contract in the middle of the year and say I want to increase the price. By doing that, 1) you break the contract and should pay a penalty for breaking the contract; and more importantly 2) you lose your credibility.

    Reply
  • commenter
    hedgefundsea
    rchdigest
    Oct 02 04:38 PM
    My Website
    Hedge Fund Tracking: Atticus Capital (Timothy Barakett) [view article]
    This is an admirable series of articles. The issue of how to do hedge fund due diligence often comes up in the context of hedge fund hiring / employment (which is our niche). Your column will be high on our list of recommendations for this. Reply
  • commenter
    Lynn
    Oct 02 02:22 PM
    China Rejects Vale's Iron Ore Price Increase [view article]
    CaptainJohann, India slapped an export duty on steel to reduce external demand and lower the domestic price of steel. Reply
  • commenter
    captainjohan
    n
    Oct 02 09:44 AM
    My Website
    China Rejects Vale's Iron Ore Price Increase [view article]
    what about Indian iron ore? Reply
  • commenter
    b3rkut
    Oct 01 10:07 PM
    Wake Up Copper Consuming Dragon [view article]
    I'm a bit confused:

    When looking at the World Wide Copper Supply and Demand chart, it shows "Usage" at 7700 tons, and "Production" at 7550.

    So how can you state that there is a surplus?? Production is 150 below usage!     Reply
  • commenter
    Brahm
    Oct 01 12:35 PM
    What's Brewing Between China, Vale, and the Baltic Dry Index [view article]
    Long term the Vale gambit may have some strong currency behind it. However near or intermediate term as the global slowdown unrolls, Vale may have its swagger somewhat crimped. Don't forget there are about half a dozen global suppliers still around who may just step in to provide some of the slack stemming from Vale's hardball negotiating tactics. Excess capacity may just be there to checkmate Vale's ploys as auto sales cool and infrastructure needs are moderated due to strains on national budgets or kittys.Note that companies such as Mittal are also busy acquiring ore capacity and developing new production to reduce ore purchases from outside suppliers. Reply
  • commenter
    BlueDog
    Sep 30 07:17 PM
    My Website
    What's Brewing Between China, Vale, and the Baltic Dry Index [view article]
    Nice synopsis of the situation. It would have been nice to have heard your thoughts on probable outcome. Reply
  • commenter
    Socialism
    cannot
    compete!
    Sep 30 02:14 PM
    What's Brewing Between China, Vale, and the Baltic Dry Index [view article]
    No way Vale gets bought by China...Brazil is making all the right moves with its key infrastructure players right now -- RIO and PBR are both critical cogs in the government's plan for economic prosperity several generations down the road. They will not let it happen. Reply
  • commenter
    John Egan
    Sep 29 05:11 PM
    What's Brewing Between China, Vale, and the Baltic Dry Index [view article]
    Chris B... Interesting question... It has been rumored frequently that RIO, PCU and AA are all on the Chinese 'buy' list... Shame I keep getting stopped out of each of these..

    Vale has a lot going for it... In particular, they have their own land transportation system in place... And, they have ordered their own small fleet of transport ships. It would seem they are trying to circumvent the 'cost of transportation' issue. Admittedly, the ship order could be cancelled if the economy keeps tanking...

    After today, I'm wondering if I might be able to get some of these fine companies for under $10 a share... ??? OK... Just joking... I hope!

    jegan     Reply
  • commenter
    Chris B
    Sep 29 02:24 PM
    What's Brewing Between China, Vale, and the Baltic Dry Index [view article]
    The link to a discussion of falling shipping rates was the most useful thing to me.

    Anyone think Vale is trying to pressure the Chinese into buying them?     Reply
  • commenter
    MistaWhite
    Sep 29 09:12 AM
    Emerging Markets Ready to Re-emerge - Barron's [view article]
    The loan-to-deposit ratio in Hong Kong (ETF: EWH) is 57.4%, in China (ETFs: FXI, PGJ) p 65%; Indonesia 72% (IF); the Philippines 73%; Malaysia 74% (EWM), and Taiwan 78% (EWT). The loan-to-deposit ratios in India (INP), Korea (EWY) and Thailand (THD) all exceed 100%.

    If I am correct, doesn't the higher ratio mean the banks rely on borrowed money? If this is the case, aren't these historically high? or at least high enough to be worried with all the credit crisis going around?

    Thanks     Reply
Loading...
Symbols:
Authors:
Quick Links: