Cresud, Inc. (ADR) (NASDAQ:CRESY)

bernard08 (51.02) Submitted: 1/19/2008 9:52:05 AM : Start Price: $15.61 CRESY Score: -58.32

The stock looks oversold. It is an attractive play on (1) agricultural commodities and (2) real estate in Argentina.

(1) I expect agricultural commodities to continue to do well, considering the rising demand for crops, wheat, soyabeans, etc. by emerging markets. Argentina has become an important trading partner for China in that area.

(2) Real estate in Argentina is still cheap - a luxury apartment in Buenos Aires' center can be bought for $1500-$2000 per square meter. There is currently no mortgage market in Argentina and this may well change over the next few years. And real estate is seen as a safe haven for many wealthy locals following the crisis in 2001/02. CRESY has a substantial stake in IRS, which owns prime real estate, especially in BA.

jmazz8646 (32.55) Submitted: 1/13/2008 8:46:42 PM : Start Price: $18.32 CRESY Score: -55.00

just going along for the ride of some emerging agricultural stocks

sandstormsc (52.33) Submitted: 12/31/2007 12:17:00 PM : Start Price: $18.30 CRESY Score: -51.34

great sector for 2008

MJKpayday (99.69) Submitted: 12/22/2007 9:23:28 AM : Start Price: $19.10 CRESY Score: -51.73

As a part of my year end review and what's up for 08 review I did with an investment buddy of mine there were a few themes we wanted to pursue for 08' Agriculture was one of them and Cresud was one of the first that came to mind.

Cresud's value comes from two areas: farm land (leasing and development) and food production and they do both very well. Just to put things in perspective: They've got about 1M acres of land , much of it farmland and there market cap is about 432M so that's about $432 an acre. In Iowa Farm land goes for about $4,000 an acre. And on top of that they have the food production business.... Looks like a good deal and worth some further investigation for a real money pick.

bucknat (95.98) Submitted: 12/11/2007 1:01:22 PM : Start Price: $18.53 CRESY Score: -48.88

Slide the last few weeks has provided a nice entry point

dustbusterz (< 20) Submitted: 12/6/2007 8:35:36 PM : Start Price: $16.81 CRESY Score: -45.05

people have to eat and their in the farming arena. land especially farm land well chosen can be very lucrative .looks like they have their bases covered and doing very well.

FSUSully (93.27) Submitted: 12/4/2007 8:18:33 AM : Start Price: $16.49 CRESY Score: -47.11

Thanks Otter.

Smittyc5 (< 20) Submitted: 11/16/2007 7:28:41 PM : Start Price: $20.79 CRESY Score: -57.79

diversifying outside asia, looks good

forbes10 (99.86) Submitted: 11/13/2007 10:25:35 AM : Start Price: $20.05 CRESY Score: -55.98

Land...Land...and more Land. Also management is starting to monetize more and more of it's operations. Could be a multi-bagger.

kpedo2000 (< 20) Submitted: 9/4/2007 12:44:38 PM : Start Price: $18.61 CRESY Score: -51.54

CRESY owns 35% of IRS (which owns 62% of APSA) plus a large portfolio of Argentine real estate...focused primarily on agricultural and ranching output. (Imagine Iowa without snow and you have an idea of what Argentine farmland is like~and worth.) CRESY buys undeveloped or underdeveloped land and adds value before re-selling farms, ranches...and real estate developments. Easily worth $30 per share on a sum-of-the-parts basis. Lots of prominent American value investors involved here including Leucadia, Sam Zell, and George Soros.

DicklesMcPickles (20.35) Submitted: 8/16/2007 10:55:11 AM : Start Price: $16.33 CRESY Score: -51.86

This company is not what it seems-- don't be fooled by the P/E or other ratios. Some very clever management is making great, long term bets on some of the most fertile farmland in the world. Look at the market cap divided by their acreage to get an idea of the true value.

samr123 (80.54) Submitted: 7/30/2007 11:11:32 PM : Start Price: $18.07 CRESY Score: -50.64

Buy what China buys. This company produces many of the food staples China will need more and more of as incomes rise. Corn, soybeans, sunflower (oil), and beef are some of its major products. Not to mention farmland that it buys cheaply and improves either for its use or to sell at a huge profit.

Frenchytrader (20.71) Submitted: 10/5/2006 12:41:00 AM : Start Price: $13.27 CRESY Score: -45.24

Pure technical play - MACD turned positive. Target 16-17