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.
is the largest financial services co in Peru - think Peru will be the next Latin American economy to catch fire - bank has 30% share of loans & 36% share of deposits - is also the largest insurance co - there is no subprime exposure - loan growth is up 40% yr/yr - will benefit from Peru's growing middle class - is expanding its branch network - recent downgrades (that were wrong) caused the stock to drop 9% off its high - is a buying oppty here
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