Send Message
View as an RSS Feed
  • 19 Companies Whose Growth Exceeds Their Stock Prices  [View article]
    Remember that the long term is a continuum of short terms and stay out of this one...
    May 12, 2011. 06:09 PM | Likes Like |Link to Comment
  • 19 Companies Whose Growth Exceeds Their Stock Prices  [View article]
    I was very interested in JGBO but not sure now.
    Mar 12, 2011. 04:06 AM | Likes Like |Link to Comment
  • Banco de Brasil and Santander Both Look to Take Advantage of ADRs  [View article]
    what is BB's adr code?
    Dec 15, 2009. 09:25 AM | Likes Like |Link to Comment
  • Buying Bonds with Coupons that Grow  [View article]
    SBS trades below book value!!! Good choice.
    Dec 10, 2009. 12:39 AM | Likes Like |Link to Comment
  • Why I'm Trimming Banco Bradesco  [View article]
    I completely disagree with your assessment of BBD and Brazil. BBD is one of THE highest ROE banks in the world. The public sector banks in Brazil have been increasing credit for years but they are poorly managed. Lula has always had and will continue to have a populist stance - but he is not crazy. There is no investment bubble - PEs are still very fair historically and if you look at the interest rates, this level is the lowest ever. So PEs should be higher than the average historical recovery. The commodities issue is a matter of scenario and I think it is not overdone as China continues with very strong demand for everything you can use to build or produce something.
    Dec 10, 2009. 12:09 AM | 1 Like Like |Link to Comment
1 Like