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Real-Money Stock Picks / Orange Portfolio


Subject:  Re: ARCO Date:  1/16/2013  9:16 PM
Author:  TMFDoraemon Number:  84 of 132

Any thoughts on ARCO and their lowered guidance?

I'm assuming you're referring to the lowered guidance from back before 3Q results were announced? If so, no new thoughts. I continue to like how the business is performing in each market but resigned to the fact that the market isn't going to reward this performance until the currencies cooperate.


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