JULY 24, 2008 (Dow down 283) - After a day like this we want to find stocks that will benefit from falling gasoline prices, like Disney (DIS) and Tupperware (TUP). Natural gas prices will bottom at $8 mcf.
Brazil is one of the best places to invest now - #2 homebuilder in Brazil is "en fuego" - expect earnings to rise 203% this year - liberaliztion of banking laws make it more attractive for banks to lend - the number of mortages issued in Brazil grew 80% in 2007 - Sam Zell's private equity firm owns 14% of the stock - trades at only 7x 2008 earnings - could quintuple based on its growth
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