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S&P on Homex (HXM)

This Homex (HXM) article was posted a few weeks ago but just had time to really get around to posting it. Since I don’t talk much about this position, it is worth posting - it is a relatively comprehensive overview and with the stock doing very nicely of late, we should discuss from time to time some of the lesser known names in the fund….
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  30 May, 2008| Fundamental Analysis | @ 8:00

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