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Alexander Valtsev

 
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  • Choose These Or Similar ETFs If You Embrace Risk [View article]
    IBB?
    Dec 17, 2014. 04:34 AM | Likes Like |Link to Comment
  • Underweight Russian Stocks And Currency Through 2015 [View article]
    I dont work in BB deals like that. Certainly, deals are in USD but Russian O&G earn revenues in USD, too. So there is a natural hedge to that.
    Dec 16, 2014. 08:00 AM | Likes Like |Link to Comment
  • 3 Reasons Why BP's Dividend Is Safe [View article]
    Say, they do that. How will they repay their debts when interest rates go up? They either have to amortize their debt which implies a high mortgage constant or they have to refinance in X years at a higher rate.
    Dec 15, 2014. 05:43 AM | Likes Like |Link to Comment
  • Seadrill Debt Plummets Along With Stock [View article]
    Could you provide data on coverage ratios (historical and forecasted)? Thanks. Alexander
    Dec 15, 2014. 05:09 AM | Likes Like |Link to Comment
  • Underweight Russian Stocks And Currency Through 2015 [View article]
    I work in M&A in Moscow and I can say that there are tons of opportunities to buy quality assets cheap. Problem is with the currency - you buy it cheap, then RUB goes down even more, making cashflows and value go down even more.
    Dec 13, 2014. 03:52 PM | Likes Like |Link to Comment
  • Research Shows WPP Group Is Trading At 30% To 50% Discount To Fair Value [View article]
    It had a nice run-up, though!
    Oct 22, 2014. 02:57 AM | Likes Like |Link to Comment
  • Fear Once Again Driving Societe Generale Shares [View article]
    I dont know about business in Russia but I got an email inviting me to an interview for their M&A team in Moscow...
    Aug 7, 2014. 10:17 PM | Likes Like |Link to Comment
  • Rolls Royce Group: A 'Power' Play [View article]
    Do you have a copy of the DCF?
    May 27, 2014. 04:11 AM | Likes Like |Link to Comment
  • 3 Opportunities To Grab Before The Great Market Crash Ahead [View article]
    I stopped reading the article after his eloquent explanation on the currency valuation.
    May 25, 2014. 07:42 AM | Likes Like |Link to Comment
  • Argex Titanium: A Rare Specialty Chemical 'Category-Killer' [View article]
    I kind of want to see how they arrived at an 8% discount rate and a 40% IRR. Any spreadsheet anywhere?
    May 4, 2014. 12:46 AM | Likes Like |Link to Comment
  • Do Dividends Lower Stock Prices? [View article]
    Diversification kind of is.
    May 1, 2014. 01:47 AM | Likes Like |Link to Comment
  • Diversify Your Dividend Portfolio With This Emerging Market Telecom Stock [View article]
    It's a good asset. Results are great, price is low. An awesome opportunity to load up. The market meltdown was caused by reasons far from economic; the money flees the market because foreigners keep selling.
    Apr 28, 2014. 12:26 AM | Likes Like |Link to Comment
  • Shell: 7%+ Dividend Growth Is Possible [View article]
    Are you saying they will be slashing CAPEX over the next 3 years? How does that make sense for an O&G company?
    Apr 20, 2014. 01:26 AM | Likes Like |Link to Comment
  • Tiny Houses Can Help Grow A Huge Portfolio [View article]
    Or yall could move to Thailand or some other country in that region - cost are lower plus it's fun)
    Apr 12, 2014. 10:09 AM | Likes Like |Link to Comment
  • Potash Corp.: Improved Potash Prices And Dividend Growth To Drive Upside [View article]
    What about changes in NWT as the business grows?
    Apr 12, 2014. 10:05 AM | Likes Like |Link to Comment
COMMENTS STATS
267 Comments
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