Votorantim Celulose e Papel S.A (ADR) (VCP)

Conglomerate with big hand in construction materials, cement, etc. in a BRIC solid growing economy. Rapidly expanding groves in savannah land and sublet contracts with under-used ranches, planted in very select rapid growth eucalyptus for pulp--2 yr old clones you can't encircle trunk with your hand at chest high. Votorantim is definitely in tropic growth condition--no pun intended!

I currently own this stock.

T33.75

This account tracks the performance of newly minted 4 star stocks - 3 star stocks that recently turned in to 4 star stocks.

I found Votorantim Celulose using a screen that looks for stocks with low PEG ratios. According to Zacks, this company's p/e based on 2009 estimated earnngs is 14.7 and its expected 3-5 year earnings growth is 72% per year. The company seems financially secure although it must pay down some debt over the next few years. The higher than desirable debt load seems baked into the price, which is just 0.36 times book value. The company makes pulp and paper products in Brazil. These markets ought to recover to some extent as the world economy improves.

This account tracks the performance of the investment firm Ruane, Cunniff, and Goldfarb - the investment manager of Sequoia Fund.

Pulp, paper, and cement. A very nice combination for the infrastructure portion of the US stimulus package. A nice P/E Ratio leads one to believe that this company's price has some nice upside.

vcp is a stock in the paper/pulp sector which i have no watches on. need to diversify more. dropped 16 stocks today-those stock will still be on my watch list. this comapny looks like it is a buy & hold for 3/5 years with the price right now where it is-fool on!!!!!!!

Very well positioned compared to industry.

Good multiple, low dollar, Brazil growth.

Massive amount of land in Brazil.

Brazil, P/E of 4.5 when added, excellent EPS growth, bright LT prospects, high beta.

Based in Brazil this co is in basic commodities and will be helped withthe strong real and weak $

As with all my picks: A very attractive P/E, excellent EPS growth rate and high five year growth prospects.

Long hold.

Good way to play Brazil.

This is a play on rising Asian economies and the strength of Brazil.

VCP is trading at a slight discount to its intrinsic value with tons of growth potential. I'm in this one for the long haul.

Real Portfolio Canidate

I smoke aLeda clear rolling papers, these things are taking off and people are paying $4 a for a pack! This company is investing heavily in Brazilian railroad infrastructure so you know they're sitting on a ton of pulp, and looking to make delivery more efficient. They're spending a lot right now, and it'll pay off.