I beleive that to be true: Brasil is much more cohesive and growing than numbers implying (and will imply over next 2 weeks.)
I still have not created a strategy. I am not interested in pbr; I am interested in GOL...but many issues cross(why I'm here).
My opinion is to wait. I beleive the upside over reation to be much more limited than downside for the short term. I can wait to buy here in a few months / or may be presented with lifetime opportunity in next 30 days...