Replies to post #145 on Vale SA (VALE)

[DewDiligence]

Do you consider the sell-off as a good opportunity to pick up VALE?

Yes, I do. The reason I bought the names in #msg-65961928 rather than VALE during the recent sell-off had to do with sector weightings.

[DewDiligence]

See http://online.wsj.com/article/SB10001424053111904140604576496582207721762.html for perspective re yesterday's price action on the Ibovespa.