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Aristofanis Papadatos  

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  • Why A Pronounced Spike Of Oil In The Next 3-5 Years Has Become Likely [View article]
    Robin,
    The link is:
    http://on.wsj.com/1HCUdYZ

    It should include all liquids.
    Apr 25, 2015. 10:59 AM | 1 Like Like |Link to Comment
  • Why Greece Should Follow The Example Of Argentina [View article]
    Petrarch,
    You do not seem to be familiar with Greece. The country is in a much better shape than Argentina at the moment. It is like the US after the Great Depression of 1929 but with another similar depression in sight for the next few years (if it stays in euro).
    Apr 23, 2015. 02:02 AM | 1 Like Like |Link to Comment
  • Why Greece Should Follow The Example Of Argentina [View article]
    Jeffrey,
    Greece used to produce many things before it adopted euro.
    Of course its main product is tourism, as more than 20 million people (double its population) visit Greece every year.
    Apr 23, 2015. 01:59 AM | 2 Likes Like |Link to Comment
  • Outerwall Is A Great Contrarian Story [View article]
    11146471,
    Indeed their bonds offer a high yield, greater than what some investors earn from capital appreciation of their stocks.
    Thank you for reading and commenting.
    Apr 21, 2015. 05:11 PM | Likes Like |Link to Comment
  • Outerwall Is A Great Contrarian Story [View article]
    Adib,
    The company spent $540 M in share repurchases last year so it is not unreasonable to assume that the $414 M will be used this year.

    In reference to the effect of share repurchases. If the company purchases 34% of total shares, it will be left with about 12.5 M shares (from 18.7 M shares last year). Therefore, if its earnings remain flat, its earnings per share will approximately increase by 18.7/12.5 -1 = 50%.
    If you still don't get it, just assume that earnings will be about $110 M flat and do the rest of the calculations.
    Thank you for reading and commenting
    Apr 21, 2015. 04:08 PM | 1 Like Like |Link to Comment
  • Outerwall Is A Great Contrarian Story [View article]
    PSound,
    I provided as much detail as I could in one article.
    In Q4-2014 kiosks were flat over last year but in full-year 2014 they were down 4.44%. Still they cannot be compared to conventional stores, which plunged.
    Moreover, Redbox maintained its revenue in 2014 even though it significantly raised its prices.
    Apr 21, 2015. 01:12 PM | Likes Like |Link to Comment
  • How To Profit From The Volatility Of Petrobras [View article]
    Bonanza,
    As I mentioned in the article, when there are scandals, the market usually beats the stock to the extreme, thus driving it to undervalued territory.
    Of course it will be interesting to see whether the same happened with PBR.
    Thank you for reading and commenting.
    Apr 15, 2015. 01:09 PM | 2 Likes Like |Link to Comment
  • How To Profit From The Volatility Of Petrobras [View article]
    You can see the premium of these options here:
    http://yhoo.it/1awzEP6
    Apr 15, 2015. 01:07 PM | 2 Likes Like |Link to Comment
  • Why Oil Will Return To $100 In 3-5 Years [View article]
    Chief Keef,
    Indeed the cost has a great variation among different producers but not many can produce with a cost below $50.
    Thank you for reading and commenting.
    Apr 15, 2015. 01:46 AM | Likes Like |Link to Comment
  • Why Oil Will Return To $100 In 3-5 Years [View article]
    Fishfryer,
    It will be interesting to monitor the oil price after the embargo to Putin is terminated to conclude whether this has been a factor of the oil plunge.
    I believe the embargo will end within a year because Russia is going through hard time due to the embargo.
    Thank you for your comment.
    Apr 15, 2015. 01:44 AM | Likes Like |Link to Comment
  • Exxon Mobil - The Company That Buys High And Sells Low [View article]
    I would hold the shares till oil recovers to $80-$100 at some point in the next 2-3 years, though it is ultimately your decision.
    Apr 9, 2015. 07:25 AM | 1 Like Like |Link to Comment
  • Philip Morris: How You Can Receive The Dividend With Minimal Risk [View article]
    Stanford Chemist,
    No, I pinpointed PM because it is so popular for its dividend and its dividend is really high. I also feel secure even in the worst scenario that the strategy does not work and I am stuck with the stock.
    If you think of some other stocks (e.g. XOM) that have these attributes, it is worth testing the pattern.
    Apr 9, 2015. 01:47 AM | 1 Like Like |Link to Comment
  • Philip Morris: How You Can Receive The Dividend With Minimal Risk [View article]
    Abdul,
    You are right. I cannot be familiar with the tax regulations for investors from every country.
    According to the tax regulations, every investor should select the optimal strategy for him because taxes make a huge difference over the long term. For instance, I receive 100% of the benefit of share buybacks whereas I receive only 70% of dividends. Therefore, I am inclined to stocks with aggressive buybacks (at a good price).
    Thank you for your comment.
    Apr 9, 2015. 01:41 AM | Likes Like |Link to Comment
  • Philip Morris: How You Can Receive The Dividend With Minimal Risk [View article]
    BGDD,
    You are right. However, whenever I write an article that shares a special view, it is like that, i.e., almost sacrificing the investing idea. I want to offer significant value to my readers and not write just for the sake of writing.
    Nevertheless, only few of the readers will actually try to implement the strategy so the pattern may remain almost intact.
    Apr 9, 2015. 01:38 AM | Likes Like |Link to Comment
  • Philip Morris: How You Can Receive The Dividend With Minimal Risk [View article]
    Stanford Chemist,
    Thank you for your interesting view on XOM. As it is a slow-moving, solid stock, it seems to be another potential candidate for a similar strategy.
    In reference to your comment on PM, not only retail investors buy this stock before ex-dividend but also large trading firms.
    Apr 9, 2015. 01:34 AM | Likes Like |Link to Comment
COMMENTS STATS
679 Comments
327 Likes