Comments on Fund My Mutual Fund: Excellent Piece on Vale (RIO) in WSJ Today

RIO in da house. have loved this name/still love ...

2008-04-25T15:15:00.000-04:00

RIO in da house. have loved this name/still love this name/will continue to love this name.

interesting take on steel. i do think that a lot of consolidation will begin to occur there though, especially with someone "smaller" like X. will be interesting to see who buys out whom. i've been trying to figure out what pairings would make sense. but, then again, i don't like buying things solely as a takeover target. don't know where i'm going with this..

so yea. RIO ftw

I like SIDas long as chinese willing to pay any pr...

2008-04-25T13:54:00.000-04:00

I like SID

as long as chinese willing to pay any price to build up their infrastructure the steel play is a good one

with the weak US peso there is a major advantage to the few remaining US producers. Unfortunately we killed off most of that industry in lieu of more Walmart jobs ;)

I am playing the same trend just with iron ore and coking coal. Same trend, just a different part of the supply chain.

Somehow I managed the brilliant move of selling X down near $100 earlier this year. ;)

While we're on the Brazilian theme, would be curio...

2008-04-25T13:39:00.000-04:00

While we're on the Brazilian theme, would be curious your thoughts on Comphania Siderurgica Nacional (SID). The stock has been a big winner and I think has further upside potential. I know you're not as big on the steel theme due to input prices, but SID is integrated (they have their own iron ore and mining operations) so I would think this is less of an issue for them.