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Gafisa S.A. Message Board

  • the_entitled the_entitled Feb 6, 2013 11:19 AM Flag

    Household Formation up on Immigration Reform

    Must be good for ITB and GFA should piggyback on pure valuations.

    Now if anyone has a Br senator friend please chime in on what Dilma is going to do next:

    1)Cheap gas/electricity prices = PBR/CIG down = inflation contained = low rates = credit expansion = GFA up.

    2)Rise in gas/electricity prices = PBR/CIG up = Inflation up = hike in rates = credit contraction = GFA down.

    Sentiment: Strong Buy

 
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