Comments on: Buy, Sell or Hold: It's Time to Book Profit on Brazil

By: Uri Gronemann

Uri Gronemann — Mon, 16 Nov 2009 14:05:29 +0000

It would be helpful if all the reports carried their date of publication.

By: With "Buy" and "Sell" Calls on Brazil ETF, Money Morning's Marquez Catches a 148% Move

Fri, 30 Oct 2009 07:39:07 +0000

[...] Monday (Oct. 26), in a Money Morning “Buy, Sell or Hold” column titled “It’s Time to Book Profits on Brazil,” Marquez told readers that the fund, if not the Brazilian market, had probably topped out. [...]

By: dana hutchins

dana hutchins — Thu, 29 Oct 2009 17:14:44 +0000

this, like all your postings, is informative, easy reading. but i have a question as well. is there a symbol for the norwegian kroner and what is it? thanks, d l hutchins

By: R.Martin

R.Martin — Tue, 27 Oct 2009 11:46:28 +0000

Looks like my original comment was lost.

Can out please explain when you say “a country enjoys twin surpluses (primary fiscal and current account)”> Can you please give the numbers fr the country? Are you saying that the country takes in more in taxes than it spends? Are you sure?

As for Lithium, SQM in Chile has 200 or 400 years of reserve. There is plenty of it around. Lithium is another bubble.

By: R. Martin

R. Martin — Tue, 27 Oct 2009 01:36:34 +0000

Thorough article. Can you let us know where did you get that the country has twin surpluses “primary fiscal and current account”? Please let us what are the values of these. Are you saying that the country generates more in taxes than it spends?

There was a note about Lithium at the end. Lithium is another bubble. SQM in Chile has lithium reserves for 200 to 300 years. The to commodity in this space in 2009 was lead! Never mind Lithium.

By: parker denaco

parker denaco — Mon, 26 Oct 2009 13:27:36 +0000

Good, thorough assessment. I wonder, however, about the “baby with the bathwater” impact on PBR and VALE. PBR, still high on the lists of some analysts, has yet-to-be-extracted, extra deep-water discoveries that should boost its earnings for years to come, or so we are told, and VALE is leveraging both its production and sales, again so we are told, to assure that its product morphs into money or a regular basis. Where does that puts these to equities?