Brazil peaking out?

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Jul 15, 2007 9:32 pm

Everybody seems to be in the Brazil stocks.


Does this mean it is a peak?  With everyone piling in, including myself?


the P/Es are still very reasonable - the industrialization down there is unbelievable.  I just know that history shows the top seems to be near when everyone else is jumping on the bandwagon.


All BUSINESS aside, What do you think?


Jul 15, 2007 10:41 pm

Let me consult my magic 8 ball...



Are you putting a specific % of assets into a 'Brazil' fund? This may be a concern then. If you're not, don't worry about it. Let your managers do the work... go gather more assets.

Jul 15, 2007 11:08 pm

Thanks for not answering my question.


Jul 15, 2007 11:09 pm

Yeah, anytime!



What would you do w/ the information if you got an answer?

Jul 15, 2007 11:11 pm

there is no answer Moron.  Only opinions.


What would you do if you had an opinion?

Jul 16, 2007 2:23 pm
FreeLunch:

there is no answer Moron.  Only opinions.


What would you do if you had an opinion?



He wouldn't be so gay.

Jul 16, 2007 4:11 pm

I am still using BRIC for a small percent of my $.  Not specifically Brazil, and not a very large %, but it does not bother me right now.

Jul 16, 2007 4:15 pm
theironhorse:

I am still using BRIC for a small percent of my $.  Not specifically Brazil, and not a very large %, but it does not bother me right now.



The VK BRIC? 

Jul 16, 2007 4:52 pm
Ashland:

Let me consult my magic 8 ball...



Are you putting a specific % of assets into a 'Brazil' fund? This
may be a concern then. If you're not, don't worry about it. Let your
managers do the work... go gather more assets.





What if the managers are drinking the kool-aid.

Jul 16, 2007 5:16 pm
pretzelhead:
FreeLunch:

there is no answer Moron. Only opinions.



What would you do if you had an opinion?





He wouldn't be so gay.





Your mom & Bobby's sister wouldn't like me as much if I was less gay.

Jul 19, 2007 2:09 pm
Ashland:
pretzelhead:
FreeLunch:

there is no answer Moron.  Only opinions.



What would you do if you had an opinion?





He wouldn't be so gay.




Your mom & Bobby's sister wouldn't like me as much if I was less gay.