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Gafisa S.A. Message Board

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  • cobaltinsf cobaltinsf Nov 10, 2012 5:51 PM Flag

    What's Up?

    Thx entitled, so you think the so-called bubble in BR is causing the recent decline in GFA? That would seem to mean there's a lot more pain for GFA before there's a consolidation of BR builders....seems ominous....

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    • " so you think the so-called bubble in BR is causing the recent decline in GFA? "

      No. I think the decline has more to do with the dip everywhere and or aco's points. Even AAPL had a decent decline.

      "That would seem to mean there's a lot more pain for GFA before there's a consolidation of BR builders....seems ominous...."

      No.The Br bubble will hurt companies aligned with fat margins. GFA's turnaround is aligned with compressed margins. Sorry to repeat myself:

      " GFA is the only one ahead of the curve cutting launches and building a fortress balance sheet for the difficult times to come. And as Barclays points out, GFA through TENDA is the one benefiting from Dilma's popular housing stimulus programs...
      0.07 and minus 0.04. Those were the Q2 2011 for LEN and PHM. Glance their 12yr chart. This is GFA’s “Q2 2011”.imho.

      Sentiment: Strong Buy

 
GFA
1.62-0.06(-3.57%)May 22 4:04 PMEDT