Gafisa (GFA) the Brazilian home builder and Anglo American (AAUK). Anglo American is a diversified mining company with a controlling stake in De beers. It is also the world's largest platinum producer.
Of the large diversified miners, Anglo did not make silly acquisitions and overburden itself with debt la Xsrata with Falconbridge, Vale with Inco, Rio Tinto with Alcan.
Besides the charts for both stocks are looking better.
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