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  • aco_brasil0192 aco_brasil0192 Jun 1, 2009 6:02 PM Flag

    Argentine banks

    Hey Musk,

    I think you're correct about it being a Spanish company. That is what I bought - not BFR.

    Congrats on HOGS, CZZ, WPRT. However, those have been relatively slow movers until very recently. I sold my CZZ a long time ago. Thank God, because that has really lagged. Like you mention, however, the NG sector is probably worth a second look on a pullback.

    My base holdings are VALE, ITUB, NOV, and GFA. Also holding POT and MOS. I managed to buy all on the last two market dips, so returns are pretty nice. Probably should have done some selling today - especially ITUB. Things are starting to overheat again...

    ACO

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